LIFEGUIDE FINANCIAL ADVISORS, LLC
Mechanicsburg, PA
AUM
$562.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(717) 796-1700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in PA, MECHANICSBURG
7 advisers found
MIGHTY OAK STRONG AMERICA INVESTMENT COMPANY
Mechanicsburg, PA
AUM
$398.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
717-790-9001
GUARDIAN ASSET ADVISORS, LLC
Mechanicsburg, PA
AUM
$278.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
717-691-3003
IFS GROUP
Mechanicsburg, PA
AUM
$240.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-766-1144
AVANTRA FAMILY WEALTH, INC.
Mechanicsburg, PA
AUM
$221.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(717) 276-1501
STOUT WEALTH ADVISORY GROUP, LLC
Mechanicsburg, PA
AUM
$38.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
717-761-2040
DAME CAROLINE
Mechanicsburg, PA
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
717-461-3728