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Our Values

New Era Wealth Management is a fee-only financial advisory firm that is independently owned. We take pride in doing what’s right for our clients, staff and the communities where we live and work.

Our mission is to keep busy, successful Lancaster county families, financially healthy and to help them build legacies for their children through future generations.

We believe in several simple values:

*Treat our clients with respect and integrity, just the way we would want our mothers treated if we weren’t here to advise them. Really listen to our clients and hear them. Get to know them and their families intimately. Truly care and be empathetic to their needs. Go the extra mile to provide good, personalized service.

*Deliver true value for the fees we charge. We want to charge reasonable fees and strive to achieve tax savings; improved investment returns and financial peace of mind.

*There is real value in having all your financial affairs looked after from one office, provided it has competent, experienced professionals who care about you.

*Take a consistent and disciplined approach to financial management. Wealth is built slowly and steadily, and we discourage those who want to play games with their money, take foolish risks and chase every fashion of the day.

*Total, uncompromising honesty in all our dealings.