ISI Financial Group, Inc.
26A East Roseville Road
Lancaster, PA 17601
ISI Financial Group will work with clients remotely. ISI offers comprehensive wealth management, investment management, and financial planning.
Compensation methods accepted
Assets Under Management (AUM)
Required education for senior advisors in the firm
31 years of experience
8 years of NAPFA certification
Link to SEC/state registration:
ISI Financial Group
My staff and I can provide completely independent, fee‐only, objective guidance to our clients while always putting their best interests first. A broker represents the company they work for and their best interests. In contrast, a fiduciary must always represent their client’s best interests, first and only. This is why it’s paramount to understand that the only way to avoid these conflicts of interest is to work with a 100% fee‐only advisor who will sign a fiduciary oath.
Working with a 100% fee‐only financial fiduciary cannot be underestimated. This allows clients to have complete confidence that their advisor is always representing their best interests alone. This is foundational, and ignoring such, often leads to financial disaster for many individuals and institutions.