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Build Wealth &

Live with Purpose

Align your financial life with what is most important to you.

Become Part of the Master's Family

Experience a Unique Approach to Wealth Management

We believe in a relationship-centric, values driven approach to financial planning. Our Total Wealth Management Process is designed to keep you aligned with what is most important to you while keeping the financial aspects of your life organized and optimized. Our true team model places your interests ahead of our own, creating client relationships that go beyond just numbers, making you a part of the Master's family.

Read more about our financial planning services for individuals and corporations.

Why Master's Advisors?

Our Client Value Proposition

Start Here

Alignment

Your financial decisions will be aligned with what is most important to you.

Optimization

Your finances will be strategically organized so that you are fully prepared to confidently face whatever comes your way.

Contentment

Every aspect of your financial life will be proactively and systematically monitored, enabling you to pursue continual contentment in your life.

Peace of Mind

Our Process is Designed to Give You Peace of Mind

We Call It The Annual Planning Rhythm

Financial Planning is a process, not an event. The goal of our proactive planning rhythm keeps you aligned with your values and goals, while continuously employing the best strategies for your specific situation.

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How We Help our Clients

Connecting Wealth to Values
Building an Efficient Plan
Creating Optionality

Connecting Wealth to Values

Our clients want their wealth to have meaning to them. Wealth on its own means little, but wealth optimized for your goals and values can be extremely impactful. Our initial values exercise helps to clarify what is most important to you and shapes the development of your financial goals and decision-making framework. This process empowers you to make consistent financial decisions that take less time, emotion, and stress, allowing you to remain focused on what really matters.

Building an Efficient Plan

Efficiency comes in all shapes and sizes. Having confidence in your plan creates emotional efficiency; you know you are aligned with your goals and values, that your financial life is strategically organized and that you are prepared for any unexpected events along the way. Efficiency is also created by utilizing financial strategies such as low-cost investing, tax optimization techniques and rigorous investment management analysis. Lastly, efficiency is created through a proactive, agile planning process that gets tweaked over time to adjust for what comes along the way.

Creating Optionality

Being financially independent means having options; with your time, your vocation, and your financial resources. For each person, this is a unique and personal concept. Optionality really means having the freedom to use your time and resources as you feel called. By focusing on optionality, rather than a hard and fast date to ‘retire’, our process is adaptable to solve for what you want to achieve throughout the different phases of your life. Instead of living for a ‘mountaintop’ in the future, we want to help you live purposefully all along the way.

Clarity, Collaboration, and Synergy

Total Wealth Management - Corporate

The Goal of our Total Wealth Management - Corporate service provides the necessary clarity to your business finances to be able to form personal financial goals for both you and your team.

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Our Blog:

The Master's Minute

May 17, 2022   | Garrison R. North
The Master’s Minute – The Value of Advice

May 10, 2022   | Emily J. Hutto
The Master’s Minute – Setting Your Kids Up Well

Clients of Master’s tend to have a similar mind-set when it comes to finances and the future. Many of our clients believe they have accumulated and stewarded assets wisely so they could use God-given resources for God-given goals. As the next generation of investors…

May 3, 2022   | Charles D. Keller
The Master’s Minute – Tax Day 2022 is in the Rearview Mirror

This year’s Tax Day, April 18, 2022, is now in the rearview mirror. Rare is the person who enjoys prepping for the filing of their tax return, much less, writing the checks! I am thankful it only occurs once per year. Sometimes the best…

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480 New Holland Ave
Suite 7201
Lancaster, PA 17602

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© 2022 Master’s Advisors • Developed by TinyFrog • Important Disclosures | Privacy Policy

Securities offered through Securities America Inc., member FINRA/SIPC. Master's Advisors is not affiliated with the Securities America companies. Advisory services offered through Securities America Advisors, Inc. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

All images and Content Copyright © 2020 Masters Advisors, Inc. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

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