Financial Advisory Group

Financial Advisory Group is a financial planner in York, PA, serving individuals and families across the region with personalized financial planning services. The firm specializes in retirement planning, estate planning, investment management, tax planning, education savings, insurance recommendations, and cash flow planning. Their approach emphasizes understanding clients’ unique goals and crafting tailored strategies to achieve long-term financial security. Serving young investors, small business owners, pre-retirees, and retirees, the firm focuses on building sustainable financial futures through objective, commission-free guidance. With a 5.00 rating, the firm is recognized for its client-centered philosophy and commitment to financial clarity.

The Financial Advisory Group was founded in 2003 by Terry Lazarus, Brad Stein, and Diana Mohn, who established the firm to meet the growing need for independent, client-focused financial planning in York County. Over two decades, the firm has evolved with a core mission to empower families through comprehensive, flat-fee financial planning. The team includes certified professionals such as Brad D. Stein, Damien P. Lynch, Mary E. Winand, and Benjamin Burkhart, all dedicated to providing objective advice based on individual needs. The firm’s philosophy centers on accessibility, offering structured services like cash flow analysis, retirement planning, and comprehensive financial planning through retainer-based models, ensuring quality advice is available regardless of asset size.

Located at 45 Wyntre Brooke Drive in York, PA, the firm operates within a residential and professional corridor that serves as a hub for local financial services. While no nearby landmarks are listed, the address places the business in a quiet, accessible area of the city, supporting its focus on personalized client relationships. The firm’s long-standing presence in York County reflects its deep roots and enduring commitment to community financial well-being. By prioritizing client goals over product sales, Financial Advisory Group stands as a trusted partner in shaping lasting financial health for families across the region.