Choosing a financial advisor you can trust is one of the most important steps toward building long-term security, especially here in Lancaster, where the cost of living and local economic rhythms require a tailored approach. Whether you’re planning for retirement, saving for a child’s education, or navigating a business succession, you want someone who understands both the numbers and the community. The advisors below have earned top marks from their neighbors, and we’ve gathered them here based on their real ratings on RatingsNearMe.com to make your search a little easier.
1. Faithward Advisors — 275 Hess Blvd, Lancaster, PA 17601, USA | 5.0 stars (50 reviews) With a perfect 5.0-star rating from 50 reviews, Faithward Advisors has built a strong reputation for faith-based financial planning in the Hess Boulevard area. Clients appreciate their patient, values-driven approach that helps align investment strategies with personal beliefs. If you’re looking for guidance that respects both your wallet and your faith, this is a firm worth visiting.
2. Premier One Financial Company — 20A E Roseville Rd #4, Lancaster, PA 17601, USA | 5.0 stars (15 reviews) Located just off East Roseville Road, Premier One Financial Company has earned a flawless 5.0-star rating from 15 reviewers. Their small but devoted client base highlights the firm’s personalized service and commitment to helping local families build sustainable wealth. It’s the kind of place where you won’t feel like just another account number.
3. Sage Financial LLC — 2137 Embassy Dr STE 117, Lancaster, PA 17603, USA | 5.0 stars (9 reviews) Sage Financial LLC brings a calm, knowledgeable presence to the Embassy Drive business corridor in Lancaster. With a perfect 5.0-star score from 9 reviews, clients note their clear communication and thoughtful retirement planning. For anyone near the Lancaster Airport area seeking straightforward advice, Sage Financial is a standout.
4. Brady Planning — 342 N Queen St, Lancaster, PA 17603, USA | 5.0 stars (7 reviews) Downtown Lancaster residents will appreciate Brady Planning’s convenient North Queen Street location and their 5.0-star rating from 7 reviews. Known for a comprehensive planning style that covers everything from estate strategy to tax efficiency, they’re a go-to for professionals and small business owners. Their central address makes it easy to stop by during a lunch break.
5. Regal Wealth Advisors — 108 Foxshire Dr Suite 2, Lancaster, PA 17601, USA | 5.0 stars (5 reviews) Regal Wealth Advisors, situated in the Foxshire Drive office park, has maintained a perfect 5.0-star rating from their first 5 reviewers. Clients highlight the team’s ability to explain complex investment concepts in plain language, making them a great fit for those new to financial planning. Their boutique feel means you’ll likely work directly with the same advisor year after year.
6. Hershey Financial Advisers, LLC — 120 N Pointe Blvd Suite 302, Lancaster, PA 17601, USA | 5.0 stars (5 reviews) Despite the name, Hershey Financial Advisers serves the Lancaster area from their North Pointe Boulevard office with a 5.0-star rating from 5 reviews. Reviewers praise their holistic approach that integrates retirement income planning with risk management. If you’re looking for an advisor with a broad perspective and a strong local footprint, this firm deserves a look.
7. Edward Jones - Financial Advisor: Russ Wert — 731 Harrisburg Ave, Lancaster, PA 17603, USA | 5.0 stars (4 reviews) Russ Wert brings the national resources of Edward Jones to a friendly, local office on Harrisburg Avenue, backed by a 5.0-star rating from 4 reviews. His focus on relationship-building means your goals—whether saving for a first home or planning for grandchildren’s education—get individual attention. It’s a solid choice for anyone who wants big-firm stability with a hometown touch.
8. Harold Wenger - Raymond James — 600 Eden Rd Building I, Lancaster, PA 17601, USA | 5.0 stars (3 reviews) Harold Wenger at Raymond James operates out of the Eden Road corporate center, earning a perfect 5.0-star rating from his first 3 reviewers. Clients appreciate his straightforward, no-pressure style and deep experience with retirees and pre-retirees in the Lancaster region. If you prefer a veteran advisor who will take the time to understand your full financial picture, he’s an excellent option.
9. Arc Wealth Strategies — 1869 Charter Ln Suite 103, Lancaster, PA 17601, USA | 5.0 stars (2 reviews) Down Charter Lane near the Greenfield Corporate Center, Arc Wealth Strategies has started strong with a 5.0-star rating from 2 reviews. Early clients note their proactive communication and customized asset allocations. This is a newer practice worth watching—especially if you value an advisor who builds a plan around your specific life goals.
10. Personal Wealth Advisory LLC — 630 Delp Rd # 100, Lancaster, PA 17601, USA | 5.0 stars (2 reviews) Rounding out our list, Personal Wealth Advisory LLC on Delp Road has received a perfect 5.0-star rating from its first 2 clients. The firm focuses on tailored retirement strategies and generational wealth transfer, making them a great fit for families looking to leave a legacy. As a newer practice, they’re likely to offer extra attention as they build their local reputation.
When you’re ready to hire a financial advisor in Lancaster, keep a few local tips in mind. First, the best time to start looking is before tax season or during the quieter summer months—advisors tend to have more availability for initial consultations then.