Master's Advisors
Likely to Engage tag.Highly Engaged Employees

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

480 New Holland Ave Ste 7201, Lancaster,...

Phone Number

(717) 581-1323

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Master's Advisors

When Master's Advisors was formed in 1994, we made a conscious decision to create a financial planning firm that focuses on building strong, trusted relationships as we help you accomplish your financial goals. Practically, this means listening well, coming prepared with well thought out plans built by our team of advisors, systematically reviewing and monitoring your investments, and making adjustments as life changes. We realize that financial planning can be stressful. We work to take the stress out of the financial planning process for you by explaining difficult concepts in understandable terms. INVESTMENT MANAGEMENT: At the core of any financial services firm is investment management. At Master's we set ourselves apart with our Investment Review Committee (IRC) and our Strategy and Design process. The IRC has a structured due diligence process to monitor the investment landscape and be a resource to you. Our Strategy and Design process leverages a team of advisors to build your cRead more
Master's Advisors's Social MediaPopular SearchesMaster's Advisors IncMasters Advisors IncMasters Advisor's IncMaster's AdvisorsMaster's Financial AssociatesSIC Code 62,628NAICS Code 52,523Show more

Master's Advisors Org Chart

PhoneEmail
GN
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Managing Director

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PhoneEmail
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MW
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Lead Advisor

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LH
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Relationship Manager

PhoneEmail
DL
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Relationship Manager

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LH
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Founding Partner and Financial Advisor

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JT
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Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Master's Advisors

<$5M
1-10
Private
<$5M
1994
GN
Garry NorthManaging Director
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
<$5M
2002
MF
Matthew FassnachtPartner and Principal Wealth Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1983
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Master's Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Master's Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Master's Advisors.

Master's Advisors financials insights

Gather financial insights about Master's Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Master's Advisors Tech Stack

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Top Finance Companies

Frequently Asked Questions Regarding Master's Advisors

What is Master's Advisors's official website?
Master's Advisors's official website is www.mastersadvisors.com
What is Master's Advisors's Revenue?
Master's Advisors's revenue is <$5 Million
What is Master's Advisors's SIC code?
Master's Advisors's SIC: 62,628
What is Master's Advisors's NAICS code?
Master's Advisors's NAICS: 52,523
How many employees does Master's Advisors have?
Master's Advisors has 1-10 employees
What industry does Master's Advisors belong to?
Master's Advisors is in the industry of: Finance, Securities Trading
What is Master's Advisors competition?
Master's Advisors top competitors include: Waterford Advisors, Radnor Financial Advisors, Goodrich and Associates, Focus Financial Network
What technology does Master's Advisors use?
Some of the popular technologies that Master's Advisors uses are: WordPress.org, reCAPTCHA, PHP, Google Cloud Web Serving
How do I contact Master's Advisors?
Master's Advisors contact info: Phone number: (717) 581-1323 Website: www.mastersadvisors.com
What does Master's Advisors do?

When Master's Advisors was formed in 1994, we made a conscious decision to create a financial planning firm that focuses on building strong, trusted relationships as we help you accomplish your financial goals. Practically, this means listening well, coming prepared with well thought out plans built by our team of advisors, systematically reviewing... and monitoring your investments, and making adjustments as life changes. We realize that financial planning can be stressful. We work to take the stress out of the financial planning process for you by explaining difficult concepts in understandable terms. INVESTMENT MANAGEMENT: At the core of any financial services firm is investment management. At Master's we set ourselves apart with our Investment Review Committee (IRC) and our Strategy and Design process. The IRC has a structured due diligence process to monitor the investment landscape and be a resource to you. Our Strategy and Design process leverages a team of advisors to build your comprehensive financial plan. Every client has unique goals, risk tolerances and investment objectives. Our process provides customized solutions for the variety of client profiles we serve. FINANCIAL PLANNING: One question many consumers in the financial services industry ask is "What am I paying? We think is it more valuable to ask the question, "What am I receiving for what I am paying? Our industry struggles to define the services it provides, which leads to challenges in justifying fees. We want you to know exactly what we are delivering and what you are paying for those services. Before prospective clients commit to working with Master's, we make sure that the services required to execute their financial plans - and the cost of those services - are clearly communicated. RELATIONSHIPS: The foundation of our firm is our focus on long-term, personal relationships. It is easy for a professional to say that he wants a long-term, personal relationship, but it takes work and a genuine interest to truly build that relationship. Our ...Read More

What are Master's Advisors social media links?
Master's Advisors Linkedin page Master's Advisors Facebook page
Is Master's Advisors a public company?
Master's Advisors is private company therefore does not currently have an official ticker symbol
See more information about Master's Advisors

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