Lippencott Financial Group
Helping Our Clients Maximize, Protect and Distribute Their Wealth for Over 30 Years
Financial planning and advisory services for wealth management, insurance, and investment solutions.
About
Established for over three decades, Lippencott Financial Group specializes in wealth management, offering personalized financial planning, insurance solutions, and investment advisory services. As a member of The Nautilus Group and affiliated with New York Life and Eagle Strategies, the firm provides a full suite of financial services, including retirement planning, estate planning, and asset conservation, tailored to individual client needs.
Services
Financial Planning
Comprehensive financial planning services including retirement, estate, and asset conservation planning.
Insurance Services
Life, long-term care, disability income, and annuities through partnerships with New York Life and Ash Brokerage.
Investment Advisory
Fee-based investment advisory services through Eagle Strategies LLC.
