Financial Advisors & Insurance Agents Located Between Lancaster and Reading, PA
Ephrata Location
Helping you find your pathway to Financial Freedom so you can enjoy today without worrying about tomorrow.
Let Us Help Navigate Your Financial Path
Pathway Financial Group is a team of local financial advisors in Ephrata, PA serving Lititz and the greater Lancaster area. We provide personalized financial planning, including retirement planning, investment guidance, and insurance strategies to help you make confident financial decisions.
Meet Our Ephrata Location Financial Services Team
Ephrata Office: 860 N Reading Road, Ephrata, PA 17522
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...
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...
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,...
Pathway Financial Group
860 N Reading Road
Ephrata, PA 17522
Phone: (717) 690-1335
Ephrata Service Area
We're conveniently located between Lancaster and Reading, PA and serve Lebanon, Berks, and Lancaster Counties in Pennsylvania.
About Pathway Financial Group
Since 2001, Pathway Financial Group has been helping individuals, families, and business owners with financial planning services near Ephrata and the surrounding communities. Our approach is simple: We take the time to get to know your goals, priorities, and unique story so we can create a personalized plan that fits your life.
Whether you’re planning for retirement, navigating a career transition, or protecting your family’s future, our Ephrata financial planning team is here to provide clear, trusted advice at every step. With nearly 20 years of experience, we specialize in simplifying complex financial decisions and meeting you where you are, whether in our Ephrata office, your home, or your place of work.