Shrom Associates
Common Sense Financial Solutions
Check out the background of your financial professional
At Shrom Associates, we help individuals, families, and small business owners make thoughtful financial decisions for today and the future.
Our work often focuses on retirement preparation, investment guidance, old 401(k) and IRA reviews, beneficiary updates, insurance reviews, legacy conversations, and helping families organize their financial lives across generations.
We believe financial guidance should be easy to understand. Our goal is to help clients feel informed, organized, and supported as they make decisions about retirement, building wealth, protecting family, and preparing for the people and priorities that matter most.
Whether you are preparing for retirement, managing retirement income, helping the next generation get started, or running a family business, we are here to help you review your options and think through what may make sense for your situation.
Retirement Planning
Account Organization
Investment and Wealth Building
Family and Generational Planning
Our
Story
Get to Know Us
Shrom Associates is a family-run financial practice based in Lancaster County. We work with individuals, families, retirees, and small business owners who want straightforward guidance and long-term support.
Our approach is built around relationships, education, and common sense planning. We take time to understand each client’s situation, explain options in plain English, and help them make thoughtful decisions about retirement, investments, insurance, beneficiaries, and legacy planning.
Many of the families we work with include multiple generations, and we value the trust that comes with helping parents, children, grandchildren, and business owners plan for the future.