Best Financial Advisors in Lancaster

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
50+
Advisors
4.9/5.0
Average Rating

Lancaster Financial Landscape

Lancaster's economy is diverse, with strengths in manufacturing, healthcare, and retail. The city is experiencing steady growth, attracting new businesses and residents.

Major industries
Manufacturing, Healthcare, Retail
Population
39.3K (metro: N/A)
Median household income
$54,000
Unique needs
Lancaster requires tailored financial advice due to its unique economic landscape and community needs.
Market Insights
Economic Growth
According to BEA (2023), Lancaster's GDP growth has been steady, driven by local manufacturing and service sectors.
Wealth Demographics
According to Census (2023), the median income in Lancaster is $54,000, reflecting a stable middle-class population.
Advisor Specializations
Based on BLS (2023), financial advisors in Lancaster are increasingly focusing on retirement planning and local investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Lancaster's cost of living is below the national average, making it an attractive place for families.
Real Estate Market
According to Zillow (2024), the real estate market in Lancaster is stable, with moderate growth in home prices and rental rates.
Business Environment
According to Fortune (2024), Lancaster's business climate is favorable, with supportive local policies for small businesses and entrepreneurs.

Top 5 Financial Advisors in Lancaster

Royal Oak Financial Group
★ ★ ★ ★ ★ 5
Superior Retirement Solutions
★ ★ ★ ★ ★ 5
JC Wealth Management Group LLC
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Jennifer Deck, CFP®|CKA®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Adam W Custer
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Lancaster, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Lancaster-Specific Expertise
For Lancaster residents working in Manufacturing, Healthcare, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Lancaster's manufacturing focus poses risks if diversification isn't pursued. Housing market stability is crucial; watch for potential flooding and economic shifts.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Ohio locations

Columbus Cleveland Cincinnati Toledo Akron Dayton Parma Canton