Waterfront Financial is an independent financial services and wealth advisory firm based in Lancaster, Pennsylvania. It provides personalized, objective guidance to individuals, families, and business owners, helping clients make confident decisions about their financial lives. The firm emphasizes a holistic approach, drawing on its advisors’ broad range of securities and insurance licenses to address complex financial needs with care and perspective.

Its services include financial guidance for individuals and families, support for business owners, and succession planning. Waterfront Financial aims to align its advice with each client’s goals, circumstances, interests, and important life decisions. The firm also creates opportunities for connection through client events, private experiences, and partnerships with charities and nonprofit organizations.

Its distinctive location reflects a focus on client experience and conversation. Waterfront Financial is affiliated with LPL Financial for securities and advisory services; the firms are separate entities. The firm invites prospective clients to start a conversation about beginning or refining a financial plan