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Financial Advisors & Insurance Agents in Lancaster County, PA

Ephrata Location

Helping you find your pathway to Financial Freedom so you can enjoy today without worrying about tomorrow.

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 Financial advisors and retirement planners near Ephrata & Lititz, PA. Serving Lancaster, Berks & Lebanon counties. Comprehensive financial planning services and brokerage firm for groups & individuals. Services include tax-advantaged investment advising, group/individual health insurance and life insurance, long- & short-term disability insurance, retirement accounts, college savings accounts, variable & fixed annuities, legacy & estate planning services, charitable giving strategies, and more.

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Meet Our Ephrata Location Financial Services Team

Ephrata Office: 860 N Reading Road, Ephrata, PA 17522

Brian Asper

Financial Advisor

(717) 690-1335

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Brian serves as Senior Financial Advisor for Pathway Financial Group and has been a registered representative since 2001. Securities licensed with series 7, 63, 65. He has an insurance license in Pennsylvania for...

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Benjamin Hagy

Financial Representative


Benjamin Hagy is a Financial Representative with Pathway Financial Group. Ben is currently securities licensed with series 6 and 63. He also maintains his life and health insurance license in the state of Pennsylvania....

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Zachary Horst

Administrative Assistant

(717) 546-9680

Zach Horst is an Administrative Assistant with Pathway Financial Group. He is currently studying for licenses to eventually be a Financial Representative and learning about the industry by shadowing client meetings and assisting with.

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Office Team

Gloria Martin

Administrative Assistant

(717) 690-1335

Gloria Martin is an administrative assistant at Pathway Financial Group. She assists in various day to day activities and tasks including; data entry, client communications and scheduling. Gloria has worked in the administrative field...

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Melody Weaver

Administrative Assistant

(717) 690-1335

Melody Weaver is an administrative assistant at Pathway Financial Group. She serves the team in various ways, such as data entry, processing new accounts, and ensuring that no client gets forgotten. Melody has 7 years of customer...

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Tara Heisey

Administrative Assistant


Tara Heisey is an administrative assistant at Pathway Financial. She has previous experience as a secretary, Certified Nurses Aid, and Clinic Supervisor at Lancaster School of Massage. She is currently licensed as a Massage Therapist,...
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Pathway Financial Group
860 N Reading Road
Ephrata, PA 17522

Phone: (717) 690-1335

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Service Area

We're conveniently located between Lancaster and Reading, PA and serve Lebanon, Berks, and Lancaster Counties in Pennsylvania.

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