The Financial Advisory Group

The Financial Advisory Group Investing Services, Financial Planning Services and Professional Services with a personal touch. The Financial Advisors of The Financial Advisory Group, Ltd.

Every family has questions and concerns about the financial issues critical to a family’s long-term well-being: building wealth, funding an education, planning for retirement, and more. The Financial Advisory Group is a fee based Asset Management and Financial Planning Firm based in York, Pa., staffed with three CERTIFIED FINANCIAL PLANNER™ Practitioners with combined experience of over 45 years.

We strive to be the foremost trusted advisor to those whom we represent, through outstanding service and caring relationships. We have developed an approach that provides families with a clear path toward important lifetime financial goals. Unlike some firms that focus on commissions from a limited number of investment products, the Financial Advisory Group offers guidance based on what’s best for you. We offer independent, objective research designed to help pursue your goals. Another factor sets us apart: the value we place in an individualized approach. Every individual or family comes to The Financial Advisory Group with a unique set of circumstances – and unique challenges. Our advisors take time to understand each family’s situation, using a thorough discovery process to develop a plan. are registered representatives with, and securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC (www.finra.org and www.sipc.org). For a list of states in which The Financial Advisory Group is registered to do business, please visit www.financialadvisoryyork.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Ben Burkhart, CFP®, TPCP® and I are back with Raid Fire #18! Where we cover how in the planning world we get distracte...
08/01/2026

Ben Burkhart, CFP®, TPCP® and I are back with Raid Fire #18! Where we cover how in the planning world we get distracted by so many things we can not control. When in actuality it is the things we can control that determine our success. We also dive into how impressive it is that this market has lost its leaders, yet if you have stayed diversified, you would barely notice it.
Sit back relax and enjoy episode #18!
Oh and do not forget to click to subscribe!

In this episode of Rapid Fire, we discuss what investors can and ca...

Meet our newest addition to the team - Wendy Borden. She will be a key member of our client service team and she looks ...
07/28/2026

Meet our newest addition to the team - Wendy Borden. She will be a key member of our client service team and she looks forward to meeting all of you in the near future.

Join us for a introduction to Wendy Borden, our newest Client Servi...

We’ve been getting a lot of questions about SpaceX and the next wave of major IPOs.In this special edition of Rapid Fire...
06/11/2026

We’ve been getting a lot of questions about SpaceX and the next wave of major IPOs.

In this special edition of Rapid Fire, we break down what an IPO is, how the market has changed, and why investors should be careful about chasing the hype. https://youtu.be/yhr_eH9i9v0

With SpaceX’s highly anticipated IPO approaching, we’re releasing a...

Is this “AI” market a bubble?!?In this month’s video, we talk through the fundamentals driving the market and give some ...
05/28/2026

Is this “AI” market a bubble?!?

In this month’s video, we talk through the fundamentals driving the market and give some perspective on profit margins that might surprise you. We also discuss how our firm has been incorporating AI, why we view it as a helpful tool, and why we are long-term optimistic about what it could mean for the economy, jobs, and the way work gets done.

In this month’s market update, we discuss the fundamentals driving the market, including earnings, revenues, and profit margins. We also talk through how AI ...

Have you heard about “Trump Accounts”? In our latest video, Damien sits down with Mary to cover what they are, how they ...
05/11/2026

Have you heard about “Trump Accounts”? In our latest video, Damien sits down with Mary to cover what they are, how they work, and how they compare to 529s and UTMAs. Worth a watch if you have kids or grandkids you’re saving for!

Saving for the future has never been more important — and today, there are more options than ever. From 529 college savings plans to Roth IRAs, custodial acc...

It is a good time to Refill those buckets...That changed fast - a lot can change in 5 weeks. About one month ago we cre...
05/07/2026

It is a good time to Refill those buckets...

That changed fast - a lot can change in 5 weeks. About one month ago we created a video explaining what opportunities we look for when markets stumble. Fast forward 5-6 weeks and we thought it would be a good opportunity to explain what we do when markets have extended rallies.

Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

05/01/2026

Let’s open the market on generosity! 📈✨

The *Open Market Prize*, inspired by the hours of the U.S. Stock Exchange, is all about momentum and engagement.

Thanks to The Financial Advisory Group , the organization whose P2P fundraisers bring in the most individual donors during market hours will earn an extra $1,000!

It’s your chance to rally your network, activate your fundraisers, and watch your impact grow. Who will lead the market? Stay tuned! 🎉

The market can feel a lot like the weather sometimes.You can’t control if a storm rolls in—but you can control how prepa...
04/07/2026

The market can feel a lot like the weather sometimes.

You can’t control if a storm rolls in—but you can control how prepared you are for it.

In our latest video we discuss that if you go on a camping trip without the right gear, bad weather can ruin the whole experience. But if you’ve packed for it—rain jacket, extra layers, a plan—you don’t stress nearly as much. You can actually enjoy the trip instead of focusing on what weather may come.

In this episode, we dive into the idea that “abnormal” market events are actually more normal than most investors realize. Volatility, uncertainty, and unexp...

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45 Wyntre Brooke Drive
York, PA
17403

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 4:30pm
Thursday 8am - 5pm
Friday 8:30am - 5pm

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