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Know Your Power.Invest In Your Future.

Professional investment guidance, responsive service, and a long-term approach designed to help you preserve and grow your wealth.

Financial Confidence,
Designed for Women & Their Families.

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Your finances don't have to feel complicated to take control of them. We work with you where you are, answer every question you bring, and help you understand, grow, and protect what you've spent a lifetime building.

One Focused Service.<br/><em>Your Complete Financial Picture</em>

One Focused Service.
Your Complete Financial Picture

You may have arrived at retirement age with accounts scattered across institutions, statements you've never fully understood, and a nagging sense that something might be missing from the overall picture. We offer investment advisory and portfolio management as a single, dedicated service, looking across everything you own to bring it into focus. Every meeting is a chance to understand your finances more clearly than you did before you walked in.

Solutions That Make Sense

We are transparent about how we are compensated and what you can expect to pay, because understanding the cost of your advisory relationship is part of understanding your finances as a whole.

Our Process

Built for People
Who Are Ready to Take the Reins

We work with individuals and families who are preparing for retirement or navigating their next chapter with intention. After years of hard work and thoughtful decisions, they’re seeking guidance that aligns with their goals, values, and evolving priorities.

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Our History


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The Areas of Your Financial Life We Work Through Together

Investment advisory touches a lot of ground, and we want you to know what that actually means in practice. Here is where we focus our work and why it matters to the clients we serve.

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  • Portfolio Management
  • Risk Management
  • Retirement Strategies
  • Charitable Giving & Legacy Planning
  • Financial Education
  • + More

A Boutique Firm Where You Are Known, Not Just Managed

Chestnut Street Investment Counsel has been on East Chestnut Street in downtown Lancaster since 2020, built on the belief that good financial guidance should be delivered with warmth, clarity, and genuine respect for the person sitting across the table. We are generous with our time, straightforward with information, and committed to making sure every client leaves better informed than when she arrived.

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"Teach her about how money really works, and she can change the world."

- Linda Davis Taylor

A Relationship That Gets Deeper Over Time
Our process is designed to make sure your portfolio always reflects your life, not the other way around.

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Get Acquainted

We learn who you are, what you own, and what you're working toward before we recommend anything.

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Build Your Portfolio

We walk you through our investment approach, build a sample portfolio, and then construct one tailored specifically to you.

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Stay Connected

Annual reviews keep your plan current, and year-round touchpoints, including birthdays, holidays, and our summer client event, keep the relationship close.

Discover how we can help.
There is no question too basic and no starting point too late. If you are ready to understand your finances more clearly and build a plan around the life you actually want, we would love to sit down with you.

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InsightsLatest Blog & Upcoming Events

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Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.
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The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
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Your Questions Deserve Real Answers

There is no question too basic and no starting point too late. If you are ready to understand your finances more clearly and build a plan around the life you actually want, we would love to sit down with you.

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