Financial advisors and retirement planners near Ephrata & Lititz, PA. Serving Lancaster, Berks & Lebanon counties. Comprehensive financial planning services and brokerage firm for groups & individuals. Services include tax-advantaged investment advising, group/individual health insurance and life insurance, long- & short-term disability insurance, retirement accounts, college savings accounts, variable & fixed annuities, legacy & estate planning services, charitable giving strategies, and more.