Become a Professional Advisor Partner
The work of Leave A Legacy® benefits professional advisors, nonprofits and individuals in York County. With your support, this valuable alliance will continue to assist and sustain programs in our community.
Professional adviser partner benefits: - Inclusion in the partner booklet disseminated to the public, nonprofit and professional advisor partners
- Name and link to your website of Leave A Legacy® website
- Valuable networking opportunities at network luncheon events
- Position yourself as an expert in planned giving
- Deepen your client relationships through enhanced values
To become a professional advisor partner, please fill out the form and mail to Leave A Legacy® York County.
2023 Professional Advisor PartnersAttorneys
Barley Snyder, LLP
100 East Market Street,
York, PA 17401
(717) 846-8888 Jeffrey D. Lobach, Esquire
Alex E. Snyder, Esquire
Jennifer Stetter, Esquire | Saxton & Stump, LLC
280 Granite Run Drive, Suite 300
Lancaster, PA 17601
(717) 556-1065 Jennifer A. Galloway, Esquire
Scott A. Mitchell, Esquire | CGA Law Firm
135 North George Street,
York, PA 17401
(717) 848-4900 Timothy J. Bupp, Esquire
Frank H. Countess, Esquire
Richard K. Konkel, Esquire | Snoke Dubbs & Buhite Law, Inc.
204 St. Charles Way,
York, PA 17402
(717) 430-6730 Amanda Snoke Dubbs, Esquire | Kearney Graybill, LLC
940 South Queen Street,
York, PA 17403
(717) 345-3494 Jack L. Graybill II, Esquire | Stock and Leader
221 W. Philadelphia St., Suite E600
York, PA 17401
(717) 846-9800 MacGregor J. Brillhart, Esquire
Thomas M. Shorb, Esquire
Kristen R. McGuire, Esquire | MPL Law Firm, LLC 96 S George Street, Suite 520
York, PA 17401
(717) 845-1524 David A. Mills, Esquire
Erik D. Spurlin, Esquire, CELA,
LL.M., N.C.G | The Elder Law Firm of Robert Clofine
340 Pine Grove Commons,
York, PA 17403
(717) 747-5995 Joy L. Kolodzi, Esquire |
Banks/Trust Department
Counsel Trust Company
307 Leader Heights Road,
York, PA 17402
(717) 718-1600 Brian D. Selby, CFA
Jason A. Yonkovitch | PeoplesBank Wealth Management 105 Leader Heights Road,
York, PA 17402
(717) 747-1585 Bonnie Grizzell, VP & Relationship Manager
Stephen Altland, SVP |
Certified Public Accountants
Bergdoll, CPA/PFS
1195 Turnberry Lane,
York, PA 17402
(717) 542-0421 James K. Bergdoll, CPA/PFS | RKL LLP
3501 Concord Road, Suite 250
PO Box 21439
York, PA 17402
(717) 843-3804 W. Robert Berkebile, CPA
G. Scott Myers, CPA, CSEP
Amy Heim, CPA |
Financial AdvisorsDomani Wealth
221 W. Philadelphia Street, Suite 303
York, PA 17401
(717) 846-6214 118 Carlisle Street, Suite 301
Hanover, PA 17331
(717) 632-2725 Scott D. Michael, CFP®, AIF®
Christopher M. Stock, MBA®, AIF® | Smith Wealth Advisory Group
of Janney Montgomery Scott
2315 N. Susquehanna Trail, Suite A
York, PA 17404
(717) 779-2769 Kevin J. Smith, CFA®, CFP®, ChFC®,
CAP®, CASL®, CRPC®, CLTC®,
AWMA®, AAMS®
| Harvest Rock Advisors, LLC 230 N. George Street York, PA 17401 (717) 814-5115 Timothy H. Sutherland, CFP | The Financial Advisory Group
45 Wyntre Brooke Drive,
York, PA 17403
(717) 741-3665 Damien P. Lynch, MBA, CFP®
Brad D. Stein, CFP®
Jake Frey, MBA
Mary Winand, CFP®
| Northwestern Mutual Wealth
Management Company
224 Saint Charles Way, Suite 250
York, PA 17402
(717) 781-8119 Daniel E. McGarry, Jr., CLU, ChFC
| Wells Fargo Advisors
221 W. Philadelphia St, Suite 112East
York, PA 17401
(717) 849-1058 Robert A. Bowen, Senior Vice President-
Investment Officer. | RKL Wealth Management
3501 Concord Road, Suite 250
PO Box 21439
York, PA 17402 David M. Morais, CFP® |
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*DisclaimerLeave A Legacy® York County does not endorse or recommend persons or organizations participating in the Professional Advisers Referral Program. Your decision to hire a professional adviser should not be based solely on this referral. Ask the adviser for written information about qualifications, experience and references.Leave A Legacy® York County disavows any and all knowledge or opinion on the qualifications, credentials or competency of the persons or organizations participating in the Professional Advisers Referral Program.
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