Finding a Top Financial Advisor Firm in Mechanicsburg, Pennsylvania
You’ll have numerous options to consider when looking for an advisor in the Mechanicsburg area, but we’ve created a list of the top financial advisor firms to make your search process easier. Our list compares each firm’s assets under management (AUM), advisory services, fee-structure and investment strategies. If you’d prefer a different option, SmartAsset’s free financial advisor matching tool pairs you with up to three advisors who serve your area in just a few minutes.
Find a Fiduciary Financial Advisor
We match more than 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | LifeGuide Financial Advisors, LLC  Find an Advisor | $342,045,041 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 2 | Guardian Asset Advisors, LLC Find an Advisor | $192,837,521 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 3 | Avantra Family Wealth, LLC  Find an Advisor | $158,246,116 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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What We Use in Our Methodology
To find the top financial advisors in Mechanicsburg, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
LifeGuide Financial Advisors
LifeGuide Financial Advisors is up first on our list. Most of the firm’s clients are non-high-net-worth individuals, but it also serves high-net-worth individuals, trusts, estates, retirement plans, businesses and charitable organizations. The firm does not set an account minimum, but it requires a minimum annual fee of $400 per household per year. The firm’s advisors hold numerous designations, including certified financial planner (CFP), certified kingdom advisor (CKA), certified in long-term care (CLTC) and chartered retirement planning counselor (CRPC).
Because LifeGuide’s fee-structure is fee-based, certain advisors may earn commission-based compensation for selling insurance products to clients. Advisors may be incentivized to recommend such products, but the firm must abide by its fiduciary duty to serve clients’ best interests.
LifeGuide Financial Advisors Background
LifeGuide Financial Advisors was founded in 2013 and the firm is owned and managed by Douglas K. Denlinger and David Lutz. Denlinger and Lutz also serve as senior advisors of the firm, and they oversee the firm’s investment management, financial planning and retirement plan advisory services. Advisors will occasionally recommend independent managers to manage certain client portfolios.
The firm’s financial planning services may also include:
- Investment planning
- Retirement planning
- Personal savings planning
- Education savings planning
- Insurance planning
LifeGuide Financial Advisors Investment Strategy
LifeGuide Financial Advisors chiefly employs long-term investment strategies, and its advisors generally construct portfolios with a diverse mix of asset classes. LifeGuide mainly uses low-cost, diversified mutual funds and/or ETFs. Advisors also utilize individual stocks, bonds and certificates of deposit (CDs).
LifeGuide also uses fundamental, technical and cyclical securities analysis methods.
Guardian Asset Advisors
Guardian Asset Advisors currently works with both non-high-net-worth individuals and high-net-worth individuals, as well as charitable organizations and businesses. It also serves the trusts and estates of its clients.
The firm does not set an account minimum, but it requires a minimum fee of $250 for financial plans.
Because Guardian Asset Advisors' fee-structure is fee-based, certain advisors may earn commission-based compensation for selling securities or insurance products to clients. Advisors may be incentivized to recommend such products, but the firm must abide by its fiduciary duty to serve clients’ best interests.
Guardian Asset Advisors Background
Guardian Asset Advisors has been in business since 2007 and is wholly owned by David Marrazzo.
The firm provides asset management and investment consulting services for its clients. Its goal is to help clients meet financial goals while still staying sensitive to clients' risk tolerance, time horizon and other financial factors that are important to clients.
Guardian Asset Advisors Investment Strategy
The firm uses fundamental, technical, charting, cyclical and mutual fund/ETF analysis as securities analysis methods. The securities the firm invests in include debt securities, ETFs, equities, fixed-income securities, stocks, long-term purchases, short-term purchases, mutual funds, preferred stocks and options.
Avantra Family Wealth
Avantra Family Wealth is a firm that currently only serves non-high-net-worth and high-net-worth individuals. There are far more of the former at the firm than the latter.
Avantra’s professionals hold various qualifications, namely the chartered retirement planning counselor (CRPC), certified divorce financial analyst (CDFA) and accredited wealth management advisor (AWMA) designations.
This firm utilizes a fee-based fee schedule, but clients’ best interests won’t be compromised since the firm has a fiduciary duty to them. Avantra has no set account minimum.
Avantra Family Wealth Background
Avantra Family Wealth was founded in 2017 as an independent wealth management firm. The firm’s owners and operators are Kim Lee Kenawell-Hoffecker and Wade A. Hoffman. Hoffman also acts as chief compliance officer (CCO), and Kenawell-Hoffecker is founding partner.
The firm’s primary services include financial planning, investment management and independent manager referral services.
Avantra Family Wealth Investment Strategy
Avantra Family Wealth generally builds client portfolios using fixed income securities, mutual funds, individual stocks and ETFs. Avantra employs a long-term investment approach to client assets, so it may hold securities for more than a year.
Through technical and fundamental analysis, the firm conducts extensive research on market trends and financial companies.
