LANCASTER COUNTY FINANCIAL GROUP, LLC

Overview

Lancaster County Financial Group, LLC is an independent registered investment adviser organized as an LLC that serves individuals and families, as well as small-business clients. The firm combines fee-based advisory services with insurance brokerage activity; its advisory offering centers on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-assets model, hourly billing and the ability to receive commissions through insurance sales. The firm does not identify as an ESG investor, is not positioned as a multi-state adviser, and does not act as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices