Awards
Forbes 2026 Best-in-State Wealth Management Team
We are honored to share that we have been recognized as a 2026 Best-in-State Wealth Management Team by Forbes.
Forbes 2025 Best-in-State Wealth Management Teams
In February 2025, the Lancaster Wealth Group was named to the Forbes 2025 Best-In-State Wealth Management Teams.
Forbes 2024 Best-in-State Wealth Management Teams
In February 2024, the Lancaster Wealth Group was named to the Forbes 2024 Best-In-State Wealth Management Teams.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 02, 2026
Long-Term Care Solutions at Janney
Determining a long-term care solution that best fits your needs depends on many factors. Watch our video to learn more.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
In this issue, we explore the yen “carry trade” strategy, the rate-hike cycle, and why October may be less scary than it seems.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Office Information
Phone:
Toll-free:
Fax:
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.