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.
July 13, 2026
A wonderful evening at the Fulton Theatre spent celebrating our clients! We got to recognize our valued relationships by attending the production of West Side Story.
The copious preparation the staff at Fulton Theatre put into each performance reminds us of the planning required in wealth management. This planning gives us and our clients confidence in achieving the outcomes they desire. Similarly, the preparation at the Fulton results in a phenomenal show.
We are pleased to be a sponsor of the Fulton Theatre and grateful for our clients!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
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