McCoy Wealth Management Group | Ligonier, PA | Financial Advisors

"We invest for consistency, not the occasional flash of brilliance."

-Lance Scott McCoy

Awards

Lance McCoy named Forbes 2023 Best-In-State Top Wealth Advisor

Janney is proud to announce that Lance Scott McCoy of McCoy Wealth Management Group has been recognized as a 2023 Forbes Best-In-State Top Wealth Advisor! This esteemed recognition is awarded to a select group of the top-performing wealth advisors across the country. While the recognition is considered an individual achievement, the entire Group is to be commended for their dedication to serving their clients. Congratulations, Lance!

Our Team

Our team has a combined 50 plus years of investment experience. Our clients include high net worth individuals, families, entrepreneurs, businesses of all sizes, non profit organizations, and financial institutions. Together, we deliver recommendations on a broad scope of financial services including retirement income planning, customized investment strategies, education funding planning, inter-generational wealth transfer strategies, and life insurance planning. We pride ourselves on our ability to simplify the complex world of investments, focusing on each client's individual needs. While we add value in a variety of ways, we focus on helping investors make informed decisions about their wealth, guiding them through investment recommendations that best suit their diverse needs.

What We Do

No matter where you are in life – we’re here for you through every step of your financial journey.

Our Practice

Our mission is to help investors realize their aspirations, achieve their goals, improve their quality of life, and build wealth. We strive to cultivate a relationship based in prudent recommendations and the provision of education to help our clients be responsible stewards of their assets. "IF YOU WANT TO BECOME REALLY WEALTHY..........You must have your money work for you. The amount you get paid for your personal effort is relatively small compared to the amount you can earn by having your money make money." - JOHN D. ROCKEFELLER

Business Retirement Plans

We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.

College Saving and Funding Plans

As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.

Community Involvement

We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.