1869 Charter Lane
Suite 302
Lancaster, PA 17601
t: 717.393.9721
At Savant Wealth Management, our financial advisors in Lancaster, PA, provide client-focused, fiduciary advice tailored to help you make wise financial decisions. Whether you’re planning for retirement, growing your investments, or building a long-term wealth strategy, our team remains committed to helping bring the experience and care you need to feel confident in your future.
While most of our clients have $750,000 or more in investable assets, we also partner with individuals and families whose financial outlook is on the rise. If you’re anticipating future growth from a business transition, career opportunity, or inheritance, we’re ready to help you prepare thoughtfully.
Schedule a consultation today with our Lancaster office, located at 1869 Charter Lane, and begin planning your financial future with guidance you can trust.
Working with Savant Wealth Management means gaining access to a national firm with deep local roots. Our Lancaster team provides financial strategies with an emphasis on integrity, transparency, and long-term success. Every advisor on our team acts as a fiduciary, meaning your best interests always come first.
We help build long-term relationships with our clients, offering ongoing guidance through every life stage. Whether you’re navigating a job change, family milestone, or market shift, you’ll have a reliable team helping you make informed choices along the way.
Our Lancaster office provides a comprehensive suite of services to address the many aspects of your financial life. From investment and retirement planning to tax strategies and estate considerations, we are here to support your goals. Browse the service options below to explore how our team can help.
The financial advisors in our Lancaster office bring a diverse mix of credentials and experience, all grounded in a fiduciary commitment to our clients. We take pride in offering personalized service and building lasting relationships with individuals and families throughout the community. Whether you’re starting your financial plan or refining an existing strategy, our team is here to guide you with clarity and confidence.
Director of Investment Strategy
Managing Partner / Financial Advisor
Private Client Group Advisor
Retirement Plan Services Account Manager
Financial Planner
Financial Advisor
Financial Advisor
Financial Advisor
Savant offers a variety of financial tools, assessments, and educational materials to help you make informed decisions. Whether you’re evaluating your financial health or exploring retirement readiness, our resources can help give you clarity and direction.
Our goal is to help you take the first step toward building a more thoughtful financial future. Call our Lancaster office at 717.393.9721 or schedule a consultation. Our local advisors are here to help you pursue your goals with personalized support and professional insight.
Bring recent tax returns, account statements, and any details related to your income, expenses, or future goals. These items help us develop a financial plan based on your current situation and priorities.
You can find us at 1869 Charter Lane, Suite 302, in Lancaster. The office is easily accessible from Route 30 and located near the intersection of Charter Lane and William Penn Way. Free parking is available on-site.
Our team provides a full range of services, including investment management, retirement planning, tax advice, trust and estate planning, and more. Each client receives a plan customized to their unique needs and goals.
A fiduciary must legally and ethically act in your best interests. At Savant, our advisors provide objective advice and transparent guidance, always with your financial goals as the top priority.
Yes. We work with individuals and families who are in a position for future growth. Whether you’re just getting started or preparing for major financial changes, our team can help you create a plan that evolves with your success.
Whether you are seeking the services of a financial advisor for the first time, or comparing your advisor to someone new, it's important to ask questions to help ensure the firm you pick fits your needs.
In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!
Savant’s Ideal Futures® Financial Health Assessment is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.
