There are plenty of financial advisors in Lancaster County. The real question is which firm best fits how a household wants to plan, invest, give, retire and leave wealth for the future.
The differences are not just about portfolios.
The best fit often results from aligning the complexity of the decisions in front of the family with the firm’s planning model. For some families that means working with a retirement specialist. For others it means focusing on tax coordination, values-based planning, business succession or charitable giving, or insurance integration.
This comparison focuses on five Lancaster-area firms with clearly different strengths.
In This Guide
- Quick comparison
- Bare Wealth Advisors
- Rodgers & Associates
- Savant Wealth Management
- Faithward Advisors
- Landis Financial Advisors
- How to choose a wealth management company
- Final thoughts
Quick Comparison
| Company | Best suited to | Planning emphasis | Lancaster-area presence |
| Bare Wealth Advisors | Families with high net worth that want to be purpose-led | Wealth, retirement, giving, succession, legacy | Bridging the gap, serving Lancaster County |
| Rodgers & Associates | Focus on families entering retirement | Retirement, Investing, Tax Planning, Estate Coordination | Lancaster |
| Savant Wealth Management | Families seeking a “one-stop shop” platform | Wealth, tax, accounting, trust, retirement | Lancaster |
| Faithward Advisors | Faith-based families, businesses and nonprofits | Wealth, retirement, legacy, business and nonprofit planning | Lancaster based |
| Landis Financial Advisors | Families seeking both investment & insurance services | Wealth, retirement planning, Social Security, Medicare, estate planning | Lancaster |
1. Bare Wealth Advisors: Best for Purpose-Led High-Net-Worth Families
Bare Wealth Advisors is uniquely qualified to serve families who desire stewardship, generosity, legacy and long-term purpose tied to their financial decisions.
Its focus in Lancaster County merges wealth management and planning with retirement, investment management, philanthropic strategies, business and farm succession, and multi-generational family legacy. The firm attributes its approach to Biblical wisdom, which allows it to own an specifically niche positioning as opposed to just inserting faith terminology into a traditional investment model.
The key distinction is the breadth of the family conversation.
Questions of how wealth should be transferred, how heirs should be ready for responsibility, how charitable desires can be incorporated and how a family business or farm should transition to the next generation are just a few topics Bare’s planning materials focus on. It’s especially important in Lancaster County, where family businesses, farm operations and multigenerational ownership often lead to planning challenges that extend past an investment account.
One example would be a business owner nearing retirement who requires investment management, income planning, charitable planning and succession discussions with their lawyers and tax advisors.
The firm’s existing regulatory filings also note that it is an investment adviser. If you are interested in a third party assessment of its public profile, here is a 3rd party advisor roundup that includes Google and Yelp reviews of Bare Wealth Advisors.
If you’re a wealthy Lancaster family who wants your wealth decisions tied to mission, generosity, and legacy, Bare Wealth Advisors is your best starting point out of all the options in this list.
2. Rodgers & Associates: Best for Retirement Specialization
Rodgers & Associates is a Lancaster-based fee-only registered investment adviser with a heavy focus on pre-retirees and retirees.
Its expertise centers on retirement income, investment management, tax planning, Social Security, healthcare and estate coordination. The company also outlines a five-stage retirement planning process that begins approximately ten years before retirement and continues into later-life family and legacy choices.
Why does that matter?
A family that may have built significant wealth but whose main focus is how to convert that wealth into a retirement plan may want to work with a specialist rather than have a relationship that covers all aspects like a family office. Rodgers fits nicely into that smaller niché.
Best suited to: high-net-worth households who want retirement to serve as the organizing theme of the advisory relationship.
3. Savant Wealth Management: Best for Broad Multidisciplinary Services
Savant Wealth Management offers the benefit of a local office in Lancaster, with the power and resources of a much larger wealth management company.
Wealth management services described on the Lancaster practice page include comprehensive wealth management, investment management, financial planning, estate and wealth transfer planning, tax planning and preparation, trust services, accounting and consulting services, and company retirement plans. The local Lancaster page adds that the majority of its clients have a minimum of $750,000 in investable assets. However, it also works with households who anticipate developing these kinds of financial goals in the future.
That broader infrastructure can matter when financial planning crosses several professional disciplines.
For instance, if an executive or business owner desires wealth management as well as tax preparation, accounting services and trust services he/she may place a higher value on having more of those services under one roof.
Best suited to: Families who desire a large-service-platform experience without sacrificing a Lancaster office.
4. Faithward Advisors: Best for Faith-Based Planning Across Several Client Types
Faithward Advisors is yet another company based in Lancaster that puts Bible into the forefront of their plans.
Its practice serves individuals and families, companies, nonprofits. Services include wealth management, retirement income planning, estate and legacy planning, business succession and transition, employee benefits, planned giving, endowment related work and charitable planning.
That blend shapes Faithward differently from a company targeting primarily high-income homes.
If you’re a church, nonprofit leader, business owner or family who seeks faith-based advice on both personal and organizational financial issues, you may appreciate the firm’s diverse client mix. The firm has offices outside of Pennsylvania.
Best suited to: buyers interested in Biblical planning principles and looking for a practice that serves families, businesses, and nonprofits.
5. Landis Financial Advisors: Best for Investment and Insurance Coordination
Landis Financial Advisors provides an investment planning model with wealth management services built around your broader array of insurance and retirement needs.
Publish services include investments; retirement-plan education, pension elections, and rollovers; Social Security planning; Medicare and health insurance counseling; estate planning coordination; long-term care planning; and life insurance. The company says its advisors serve as fiduciaries when acting in an advisory capacity. Securities and advisory products are offered through LPL Financial.
This model works best when the portfolio management question isn’t the only consideration when planning.
An investor nearing retirement, for instance, may be worrying about investments, when to start taking Social Security, Medicare, long-term care exposure and insurance coverage all at the same time. Landis focuses those issues into one planning relationship.
Best suited to: households that value coordinating investments with retirement and insurance decisions.
How to Choose a Wealth Management Company in Lancaster
The company name matters less than the advisory relationship behind it.
Before choosing a firm, compare these points:
- Fiduciary scope: When does the advisor act as a fiduciary? Are brokerage and/or insurance relationships also in place?
- Service depth: Understand what work will be done in-house and where they will rely on other professionals for services such as legal or tax work.
- Fees: Know all about advisory fees, commissions, insurance compensation and any other material conflicts before agreeing to anything in writing.
- Find your specialization: Align the firm with the real planning problem -retirement, complex family wealth, business succession, faith based stewardship or insurance coordination.
- Credentials/history: Verify firm and advisor histories using the SEC’s Investment Adviser Public Disclosure database, FINRA BrokerCheck and the CFP Board verification tool where applicable.
That final step is also valuable even if the firm is well-known locally. Registration, credentials, compensation, and disclosures are all answering different questions. No single badge stands in for examining the entire relationship.
Final Thoughts
Lancaster’s wealth management market includes several credible firms, but they are not interchangeable.
Retirement planning dominates Rodgers & Associates. Savant provides a wide multidisciplinary platform. Faithward caters to a broader faith-based audience of families, businesses and nonprofits. Landis bridges investment planning with insurance and retirement.
If you’re a high-net-worth family looking for a deeper values-aligned partnership that unifies investments, retirement, giving, succession, and family legacy into one holistic planning discussion, Bare Wealth Advisors is your best option out of the four.
Meg is an author at Cinnamon Hollow. She writes on a variety of topics sharing tips and ideas for daily life.
