Financial Advisor Lancaster, PA
The experience and reputation you’re looking for.
Our team has an incredible amount of experience in helping individuals build a financial plan to reach their investing and financial goals in Lancaster, PA. Even if you are an experienced investor, our Financial Advisor Lancaster, PA team can offer timely information and expertise!
Finding the right Financial Advisor in Lancaster, PA
Tired of feeling financially overwhelmed or just missing the big picture? Investing and/or lining up your finances to benefit you going into the future can be a chore. As a leading Financial Advisor, we’re committed to building long term relationships with each of our clients. You can greatly benefit from the counsel of our fee-based Financial Advisors for many years to come, regardless if you’re investing for yourself or your company. We understand you want the best financial advice, and quite honestly, you deserve the best financial planning advice possible. The value of working with our team to help you pursue your financial goals is unmeasurable. We’re here for you!
Partner with the right Lancaster Financial Advisor
We understand selecting the right Lancaster Financial Advisor team is crucial. With over 60+ years of combined experience, we will help you create a personalized road map to guide you through your financial milestones. One thing you can count on from our team is that we will deliver unbiased advice and ongoing support throughout our partnership! As an independent Lancaster financial firm, we’re dedicated to serving you and your needs. You can expect expert investment guidance and exceptional service from our Lancaster Financial Advisors.
When you partner with GrandView Asset Management, you will receive innovative strategies and highly responsive personal service. We’re easily accessible, always ready to answer the toughest questions and always providing quality insight. We’ll focus on being your Financial Advisor so you can put your focus elsewhere.
Frequently Asked Questions
Yes. But anyone can “say” they’re a fiduciary. There are very few accredited fiduciaries in our area, and GrandView Asset Management is one.
What Is a Fiduciary? A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients’ interests ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other’s best interests. (Source: Investopedia.com)
We are fee-based, which is tied to how well your account does. If your account does well, we do well. Charles Schwab is our custodian. The fee is deducted from accounts on a quarterly basis.
- Accredited Investment Fiduciary Analyst
- Certified Kingdom Advisor
- Certified Estate Planner
We have 60+ years of industry experience managing money in good times and bad. That’s the kind of experience you want in your corner. Feel free to learn more about our team here.
There is no cost or obligation to meet with us, and we do not have a minimum for investing. We meet with clients in person or via Zoom every 3-4 months to review their accounts. At GrandView Asset Management, you’ll find our team is full of caring, extremely friendly people who are eager to help you with unbiased advice and on-going support.
Because we provide close, personal attention, we form enduring relationships with our clients. In the atmosphere of trust, our clients are empowered to make informed, calculated, and intelligent decisions about their financial future. Our mission is always to put the client’s needs and objectives above our own.
In today’s complex financial world, where everyone seems to have something to sell, wouldn’t it be refreshing to find someone you can trust to advise you wisely and responsibly. Most people want a sense of security about their financial advisor, that their advisor is knowledgeable, capable, and is willing to give them true expectations. That’s what creates peace of mind. We look at each client as a unique individual with personal as well as financial goals and give you the attention you deserve.
Contact GrandView Asset Management
Contact us at your convenience, as we would love to setup some time to talk about building your future together! We have a strong commitment to excellence in everything we do and truly appreciate the privilege of working side by side with you as your personal Financial Advisor Lancaster, PA! Get started today to building a secure future!
Schedule a Free Consultation
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