Why choose Landis Financial Advisors, Inc.?

 

Located in the heart of Lancaster County, our firm is family-owned and operated and remains committed to traditional values and working in the best interest of our clients. We are honored to be a part of our client’s passion for wise stewardship as well as work with multiple family generations. Taking great pride in going the extra mile, we help guide our clients toward a more secure financial future.

Many investors are very cautious when choosing whom they will entrust their hard-earned savings. That is why we work hard to earn our client’s trust. Our advisors’ integrity, honesty and loyalty help eliminate apprehensions as we work toward building strong relationships with our clients.  

Lasting Relationships

We prioritize meeting in person, allowing sufficient time to ensure new clients receive proper attention and advice. Guided by what is important to you, our advisors customize a financial plan that addresses your unique needs and goals, rather than a “one-size-fits all” approach. The process begins by carefully evaluating current financial status, identifying goals and preferences, and gauging risk tolerance before making recommendations. Implementing changes and setting financial plans in motion are all part of the services our advisors and skilled administrative staff coordinate to ensure seamless transitions.

Client Resource: 

Preparing for an Early Retirement

 

 

Think your financial advisor has you set for early retirement? You may get the shock of your life! . . .

View our past Newsletters here.

Business Hours

Monday-Friday

8:30am-5pm

Evenings by appointment only

Aligned with the largest independent broker-dealer, LPL Financial,

Landis Financial Advisors, Inc. is a comprehensive & holistic financial firm in PA.

Fiduciaries in Advisory Relationships

Our firm has chosen to align with LPL Financial, the largest* independent broker-dealer in the country, because we want the freedom to make recommendations that are in the best interest of our clients based on their unique circumstances. Some investment firms have proprietary products and investment banking relationships that can create a conflict of interest for the firm and their advisors. Because our LPL Research Team has no proprietary products to sell and no investment banking relationships to cultivate, we are free to bring the best recommendations forward and place our clients’ interest ahead of our own.

How We Charge for our Services

Aligning with LPL Financial allows our financial advisors to offer Investment Advisory Services and Brokerage Services. For our Investment Advisory Services, we offer various fee structures, including but not limited to an hourly consulting fee, fee for service and fee-based advisory.  Based on a client’s assets, risk tolerance and goals, our advisors can explain which fee structure might be right for them. Oftentimes, an initial consultation is free of charge and any fees will be disclosed and agreed upon before applied.

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Comprehensive and Holistic Planning Services

Different from other firms in our area, Landis Financial Advisors Inc. offers both a financial and insurance division that works together to coordinate some of the most important decisions you will ever make leading into retirement. We show clients how to reduce costly mistakes and capture benefits you were simply unaware of and would have overlooked. Making the right decision in the first place is always better than hoping you can correct the wrong decisions later. 

Working with a Well-Suited Advisor

Each of our advisors have individualized skill sets that offer a spectrum of knowledge. Since everyone’s circumstances are unique, we take time to properly assess a potential client’s financial status and planning needs prior to selecting the appropriate advisor to work for them.

 

Awarded in 2020, LPL Chairman’s Club Elite Award for being in the top 4% of LPL Advisors Nationwide, our President, Eric Landis is available to individuals or businesses desiring Wealth Management and who have $1 million or more in investable assets.

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Remaining by your side 

No matter how large or small your request, you can relax knowing our well-trained staff are in-house and accessible year-round to handle many administrative needs. We realize even our retired clients are busy! Having a responsive staff to count on confirms we care.

Transferring wealth to the next Generation

During such a difficult time, your beneficiaries can rely on the same care and expertise that was an important part of your relationship with us. Our advisors offer guidance to make informed decisions and our administrative staff is available to process complex claim paperwork for beneficiaries interested in working with our firm in an advisory capacity and who meet our minimum investment requirement.

We have been very blessed to have clients who have recommended us to their coworkers, family members and friends.  We believe this reflects upon successful results, proper advice, trustworthiness, and dedication to customer service.  We promise to faithfully serve your best interest, earning your trust.  Please take a moment to explore our website and discover more about how we may assist in meeting your financial goals.

*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.