Meet Our Wealth Management Team in Lancaster
Located in a hub of Pennsylvania’s Dutch Country, our Lancaster office blends time-honored financial principles with wealth advice tailored to our diverse local communities. Our team offers the Lancaster metro area a fiduciary financial planner for individuals, families, businesses and institutions.
Our experienced wealth management team in Lancaster includes CERTIFIED FINANCIAL PLANNER™ professionals, helping clients build & manage family wealth, set up estate & trust solutions, and secure the ideal retirement. Speaking of the ideal retirement, Lancaster was named #1 in Best Places to Retire in America by U.S. News & World Report in 2023, based on the happiness of residents, housing affordability, taxes, and quality of health care.
Our Lancaster team meets with executives and professionals working in healthcare and manufacturing in the area, including physicians and medical professionals. For business owners and plan sponsors, JFS offers subject-matter experts who specialize in designing, implementing, and administering qualified and nonqualified retirement plans for business and institutional clients, including carrying out employee/participant one-on-one financial counseling.
Our advisors and planners work with individuals, families, and businesses & institutions in person at our 9 locations across the US and virtually with clients in more than 40 states. Our size and scale allow us to offer specialized services beyond financial planning and investment management expertise, including Family Wealth Services for sophisticated governance, family office, trustee, and tax compliance solutions, and charitable giving solutions like donor-advised funds, charitable trusts, and other philanthropic vehicles.
At JFS Wealth Advisors, we want to make sure you feel understood, informed, and empowered when it comes to your finances. We’re here to answer any questions you might have about our services or our process. If you’re ready, schedule a no-cost, no-obligation discovery meeting with JFS today by clicking the button below.