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Small Business Financial Advisors in Lancaster County, PA

Starting or continuing to develop your financial plan for your small business can be a challenge.

We're here to help.

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Small Business Financial Services

Small Business Financial Services

While you’re working on growing your business, covering all of your bases and caring for your employees is key. We support small businesses with a variety of financial services and products design with your needs in mind. 

Our Services Include:

  • Benefits packages
  • Asset allocation
  • Ongoing investment management advice
  • Retirement plan design and selection
  • Planning for new investors, partners, or successors

Small Business Benefits Broker

One of the ways to ensure that your business is keeping with standards is to have valuable employees. To get (and keep) hardworking and dedicated employees, you have to offer something more than just their wages. 

Pathway Financial Group can help you establish a benefits package that will best suit you and your employees’ needs. From a SIMPLE IRA to a comprehensive benefits package for your small business, our team of financial experts make sure your small business is planning for success.

Group Insurance

Small Business Benefit Plans

  • Retirement Plans
  • 401(K) Defined Contribution Retirement Plan
  • Defined Benefit Pension Plans
  • Defined Benefit/401(K) Defined Contribution Combination Plans
  • Profit-Sharing Plans
  • Cash Balance Pension Plans
  • SEP IRA Retirement Plan
  • Simple IRA Retirement Plan
  • Group Insurance:
    • Group Medical Insurance
    • Group Dental Insurance
    • Group Disability Insurance
    • Group Life and AD&D Insurance
    • Group Long Term Care Insurance
    • Group Short-Term & Long-Term Disability Insurance
    • Individual Life, Health, Disability Insurance

Find Your Pathway To Financial Freedom

We believe that getting to know you on a personal level will help us determine what will best suit your small business' financial needs.

We keep our process simple, so we can focus on your business goals, without distractions or unnecessary appointments.

We will hold an initial meeting to discuss and determine your business needs.


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We will do the groundwork to set-up any plans or policies by gathering information and submitting documentati

We will enroll eligible employees who decide to participate.

We will monitor, update you, and enroll new employees when they're eligible and decide to participate.

Pathway Financial Group is here to help guide you through all your small business’ financial decisions.

Schedule an appointment with one of our experts and start investing in your staff today!

Schedule an Appointment

Frequently Asked Small Business Questions (FAQs)

What are some benefits packages for small businesses?

Common small business benefits may include things like paid time off, health insurance, life insurance, dental insurance, vision insurance, and retirement benefits. We can help you figure out what benefits to offer. Contact us to get started!

How do I create a small business benefits package?

To help you determine your goals, budget and overall assessment, you need to speak with a benefits broker. You can get started with your business benefits package with small business benefit brokers at Pathway Financial. Click here to schedule a consultation with Pathway Financial.

How many employees do you need for small business health insurance?

To qualify for small business health insurance plans, you generally need two or more employees. To get started with your business benefits package, schedule a consultation with Pathway Financial health insurance brokers for small businesses

Do businesses with less than 50 employees have to provide health insurance?

While businesses with less than 50 employees are not required to provide health insurance to their employees, there are many benefits to gain for providing a benefits package and many ways to do so affordably. Our team can help you set up a coverage plan that fits your business needs and budget. To get started with your business benefits package, schedule a consultation with Pathway Financial"

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Learn More
It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
Learn More

Visit our Ephrata, PA office and speak to a small business advisor

Meeting virtually or at a place of your choosing is also an option.

Our insurance agency's office is located in Ephrata, PA.

Pathway offers small business advisement throughout Lancaster County, Lebanon County, and Berks County, PA, including Ephrata; Lititz; Manheim; Myerstown; Annville; Jonestown; Manheim; New Holland; Hamburg; Kutztown; Reading, PA; and more.

Get Started!

Ready to take your small business to the next level? We are here to help.

Schedule your appointment with our team today!