Financial Advisory Group

Financial Advisory Group is a Financial Planner in York, PA, located at 45 Wyntre Brooke Drive. The firm provides personalized, objective financial guidance based on clients’ best interests rather than commissions. Their team of Certified Financial Planners crafts bespoke plans to align with families’ goals, aspirations, and challenges. They hold a 5.00 rating based on zero reviews. The Financial Advisory Group was founded in 2003 by Terry Lazarus, Brad Stein, and Diana Mohn to fill the need for an objective advisory firm in York County. After working together for more than a decade, the founders established the practice. The team has evolved over time; Terry Lazarus retired, and Diana Mohn retired after 20 years. Damien P. Lynch became a partner after 10 years with the firm, having joined in 2000 after interning during his time at York College. Mary E. Winand, who has been with the firm since 2016, stepped in as the third partner. The firm purchased its office building at Wyntre Brooke, adopting a sketch of it as their logo. The firm offers flat-fee financial planning services, including a 12-month retainer for those nearing retirement that addresses all eight areas of financial planning as per Certified Financial Planner Board standards. Annual renewal fees include three hours of consultation over the subsequent year. Investment management fees are based on a tiered percentage of Assets Under Management. The firm follows a disciplined investment philosophy based on research, avoiding speculation and focusing on long-term stability. Securities are offered through LPL Financial, a registered investment advisor. The firm is known for its positive rating from customers who have reviewed it. They have served the York County area for over four decades, maintaining a commitment to community prosperity and long-term client relationships. Financial Advisory Group helps York families navigate their financial journeys with confidence and clarity through structured, objective planning.

The firm is situated on Wyntre Brooke Drive, just a tenth of a mile from the Wyntre Brooke neighborhood and South George Street. It is also located about three tenths of a mile from Tyler Run.

BizScoreAI awards the business an Authority score of 100 out of 100, which confirms that the website clearly shows who is behind the business to build trust with search engines. The Performance score is 94 out of 100, reflecting fast website loading speeds that keep visitors engaged and support better search rankings.