Sequinox

Sequinox is a financial planner in Lancaster, Pennsylvania. The firm provides award-winning, client-focused financial planning with a specialty in retirement, tax minimization, and asset management. Serving retirees and those approaching retirement, the team utilizes a comprehensive approach to help clients reach personal financial goals, such as saving for college or preparing for a comfortable retirement. The business maintains a 4.50 rating.

The firm was founded by Joe Wirbick to move away from a "me first" mentality and instead prioritize open, honest, and transparent communication. The Sequinox team, which includes CFP® professionals, uses a Financial Goals Navigator™ to build customized plans across seven key areas. Their process begins with listening to a client's life goals and analyzing current income, savings, and investments. The team focuses on a conservative investment philosophy to help protect and grow assets while managing risks. Clients are provided with 24/7 access to their accounts and can choose to implement their plans independently or hire the firm to handle tasks such as Roth conversions and setting up monthly distributions.

Located on Wheatland Ave, the office is situated near New School and is a short drive from the intersection of Marietta Avenue, Race Avenue, and Columbia Avenue. The area is also close to West Walnut Street and College Park.

The business maintains well-documented information online, ensuring that their details are easily accessible to those searching for financial guidance. This consistency in their digital presence makes them easy to find when seeking professional planning services.

Sequinox provides dedicated, transparent financial planning for individuals and retirees throughout Lancaster.