Financial Advisors Serving Lancaster PA Since 2001
If you are looking for experienced financial advisors in Lancaster PA, Pathway Financial Group offers personal, approachable guidance tailored to your life. We serve individuals, families, and small businesses throughout Lancaster, Berks, and Lebanon counties.
Since 2001, we have been helping clients navigate life’s financial decisions with strategies built around their unique needs and circumstances. Whether you are preparing for retirement, managing investments, protecting your family with insurance, or building a small business benefits package, our team provides thoughtful guidance to help you make informed choices at every stage of life.
Pathway Financial's Story
Pathway Financial Group started with a simple idea: financial planning should be personal, approachable, and built on trust. Founded by Brian Asper in 2001, Pathway Financial started small but grew steadily as more clients sought out our clear explanations, responsive service, and commitment to meeting them where they are, whether in our office, at their business, or around their kitchen table.
What began in Denver, Pennsylvania has grown into a trusted financial planning firm and financial advisor resource serving clients throughout Lancaster County, including Ephrata, Lancaster City, and surrounding communities.
Over the past two decades, our Pathway Financial team has worked with young professionals taking their first steps toward building a financial plan, families preparing for the costs of education, pre-retirees designing income strategies for the next chapter of life, and small business owners balancing growth with the needs of their employees. Each relationship has reinforced our belief that good financial planning begins with listening, understanding, and tailoring a plan to the individual or organization it serves.
Our name reflects our purpose: to help clients chart a path that fits their goals, adapts to life’s changes, and provides confidence in the decisions they make.
Meet & Dream
We create strategies that are tailored to your needs and goals.
Whatever your dreams may be; having a cabin in the mountains for you and your family to enjoy, making college for your kids more affordable, retiring in the Keys or simply getting out of debt — we want to help make those dreams a reality. We’d love to meet with you and learn about your goals. Schedule a time here.
Teach & Plan
Years of experience have prepared us to guide you through all of life's transitions.
Once we know your goals and dreams, we can teach you about all the options available to you. We’ll run scenarios and hypothetical examples using financial planning software that will help you understand and decide what choices are best for you and your future.
Monitor & Relax
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
This is the easy part- now that there’s a solid plan in place we will do all the work to ensure that it is implemented, and all parts are running smoothly. We will meet with you as often as necessary to review your plan and report to you how things are going. So sit back and relax!
Pathway Financial's Ephrata Office: 860 N Reading Road, Ephrata, PA 17522
Benjamin Hagy
Financial Advisor
Benjamin is a CERTIFIED FINANCIAL PLANNER™ professional, holding the Series 7, 63, and 65 registrations. He also maintains his life and health insurance license in the state of Pennsylvania...
Brian Asper
Financial Advisor
brianasper@pathwayfinancial.biz
Brian serves as Senior Financial Advisor for Pathway Financial Group and has been a registered representative since 2001. Securities licensed with series 7, 63, 66. He has an insurance license in Pennsylvania for...
Zachary Horst
Financial Advisor
Zach Horst is a Financial Advisor with Pathway Financial Group. He is currently securities registered with series 7, 63, and 65.
Cindy Horst
Client Support Specialist
Cindy Horst is a Client Support Specialist with Pathway Financial Services at their Ephrata location. Cindy recently joined Pathway after working for 22 years at The Hershey Company in Human Resources. Her past several years at Hershey...
Deborah Stetter
Client Services Specialist
Deborah Stetter is a Client Services Specialist with Pathway Financial Services. Deb recently joined Pathway after working in the P&C insurance industry as a licensed Account Manager for the past 14 years.
Gloria Asper
Administrative Assistant
Brianne Williams
Office Manager
Joel Potts
Client Service Associate
Joel Potts serves as an Client Service Associate for Pathway Financial Group. He graduated from The Ohio State University with a degree in finance. Joel has previous experience working as an associate advisor with Hamilton Capital,...
Proudly Serving Central PA
At Pathway Financial Group, we're dedicated to empowering individuals, families, and businesses across Lancaster, Dauphin, York, and Chester counties to achieve their financial aspirations.
