Lancaster Wealth Group has been named to the Forbes 2025 Best-In-State Wealth Management Teams list. “Congratulations to Lancaster Wealth Group for receiving this prestigious recognition, which is a testament to their commitment to offer the highest standard of success in financial relationships. Lancaster Wealth Group represents the best of our industry,” said Kevin Reed, Executive Vice President and President of Private Client Group.
The Forbes ranking of America’s Top Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. This qualitative criterion focuses on studying each team’s best practices—service models, investing process, team construct, skill sets, etc. The algorithm also weighs factors like revenue trends, assets under management, compliance records. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
ABOUT LANCASTER WEALTH GROUP
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.
Our mission is to help you to define your financial objectives and then use that knowledge to recommend a plan that is tailored to fit your unique needs and preferences and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
