Coram Deo Advisors

Coram Deo Advisors Coram Deo Advisors offers steadfast counsel to help you and your family attain short-term and lasting financial objectives.

Our distinctive methodology intertwines extensive experience with unwavering adherence to Christian principles and values. Securities and investment advisory services offered through Silver Oak Securities, Inc. (SOSI), member FINRA/SIPC and a registered investment advisor. Coram Deo Advisors and SOSI are independent companies. https://www.sipc.org/ and https://www.finra.org/

Surround yourself with people committed to stewardship. When you learn from others who've wrestled with financial decisi...
09/02/2026

Surround yourself with people committed to stewardship.

When you learn from others who've wrestled with financial decisions, your discernment sharpens. Community multiplies wisdom.

Coram Deo - Before The Sight of God

📍 Serving Lancaster, PA, and surrounding locations
☎️ (717) 969-3004
🌐 Visit ChooseCDA.com to schedule a free consultation

If you have attended church in Lancaster County for any length of time, you have probably noticed something. The way mon...
09/01/2026

If you have attended church in Lancaster County for any length of time, you have probably noticed something. The way money gets talked about here feels different. Not transactional. Not guilt-driven. More like a conversation about responsibility, about gratitude, about what it means to hold something in trust.

That is not an accident. Lancaster County churches have shaped the financial culture of this region for generations. The values taught from the pulpit on Sunday show up in how families budget, how professionals give, and how business owners think about the purpose of profit. And for believers who want their financial decisions to reflect their faith, that culture is both an asset and a calling.

Read more: https://coramdeoadvisors.com/how-local-churches-shape-the-way-people-think-about-money-in-lancaster-pa/

Our mission is to guide families, individuals, and organizations in stewarding their God-given resources to achieve fina...
08/31/2026

Our mission is to guide families, individuals, and organizations in stewarding their God-given resources to achieve financial success while furthering the Kingdom of God 🎯

Notice what's in there? Your success. Kingdom advancement. Resources serving purposes that matter eternally. Note what's not? Making ourselves wealthy. Building our brand. Growing at all costs.

When your mission aligns with ours, everything shifts. Your resources aren't just vehicles for personal security. They're tools for impact. That's the partnership we're building.

Coram Deo - Before The Sight of God

📍 Serving Lancaster, PA, and surrounding locations
☎️ (717) 969-3004
🌐 Visit ChooseCDA.com to schedule a free consultation

Research shows that 70% of family wealth is lost by the second generation. 90% by the third. Not because of disaster. Be...
08/29/2026

Research shows that 70% of family wealth is lost by the second generation. 90% by the third. Not because of disaster. Because wealth without wisdom gets squandered 🔄

Our vision is to be the nation's beacon of faith-based financial planning and wealth management. What that means in practice? Breaking that pattern. Building a future where each generation understands biblical stewardship, not just inheritance. Where resources advance Kingdom purposes. Where generosity is modeled and taught.

Imagine your grandkids partnering together to Lead Your Legacy forward instead of fighting over what you left behind. That's possible. It requires planning that starts now.

Coram Deo - Before The Sight of God

📍 Serving Lancaster, PA, and surrounding locations
☎️ (717) 969-3004
🌐 Visit ChooseCDA.com to schedule a free consultation

Lancaster County's agricultural roots teach something powerful about stewardship. Long-term thinking. Caring for land yo...
08/28/2026

Lancaster County's agricultural roots teach something powerful about stewardship. Long-term thinking. Caring for land you'll pass to your kids. Saving for hard times. Community mattering more than individual gain 🏠

When you work with a family-owned, locally-owned firm, you're working with people shaped by this community. We see you at church. Our kids go to your kids' schools. We shop where you shop. We understand that your financial success strengthens the whole community because we're part of that community.

That's what locally-owned actually means. Lead Your Legacy, together.

Coram Deo - Before The Sight of God

📍 Serving Lancaster, PA, and surrounding locations
☎️ (717) 969-3004
🌐 Visit ChooseCDA.com to schedule a free consultation

FAQ: "Should I do a Roth conversion this year?"The answer depends on your specific situation. Your current income level ...
08/26/2026

FAQ: "Should I do a Roth conversion this year?"

The answer depends on your specific situation. Your current income level affects your tax bracket. Whether you expect higher income next year changes the math. Your charitable giving plans create opportunities. Your overall tax strategy ties everything together ❓

Roth conversions create tax-free growth for years to come, but they require thoughtful timing. One year's conversion might save you thousands in lifetime taxes. Another year's approach might look different. The timing matters because your situation is unique.

Let's talk about what makes sense for your specific circumstances.

Coram Deo - Before The Sight of God
📍 Serving Lancaster, PA, and surrounding locations
☎️ (717) 969-3004
🌐 Visit ChooseCDA.com to schedule a free consultation

August in Lancaster County means the fields are full and the harvest is beginning. Garden stands overflow with tomatoes,...
08/24/2026

August in Lancaster County means the fields are full and the harvest is beginning. Garden stands overflow with tomatoes, corn, and fresh produce. The air smells like earth and growth. There's a rhythm here that reminds us about seasons, patience, and long-term thinking 🌾

This community shaped who we are. Lancaster County's roots run deep into stewardship, long-term thinking, and caring for what you'll pass to the next generation. Those aren't just farming values. They're the values we bring to how we work.

Coram Deo - Before The Sight of God

📍 Serving Lancaster, PA, and surrounding locations
☎️ (717) 969-3004
🌐 Visit ChooseCDA.com to schedule a free consultation

Every financial milestone tells a story.Paying off debt. Reaching a savings goal. Giving generously. Taking the next fai...
08/22/2026

Every financial milestone tells a story.

Paying off debt. Reaching a savings goal. Giving generously. Taking the next faithful step.

Those moments are worth celebrating because they represent more than numbers. They reflect growth, wisdom, and the opportunities God provides to steward His gifts well.

It's a joy to walk alongside people as they pursue those goals, one decision at a time.

Coram Deo - Before The Sight of God

📍 Serving Lancaster, PA, and surrounding locations
☎️ (717) 969-3004
🌐 Visit ChooseCDA.com to schedule a free consultation

"Coram Deo"—Before The Sight of God.It's more than our name. It's the foundation of how we serve. Living with the awaren...
08/21/2026

"Coram Deo"—Before The Sight of God.

It's more than our name. It's the foundation of how we serve.

Living with the awareness that God sees everything helps to shape the way we listen, advise, and care for those He entrusts to us ✝️

Whether we're discussing financial goals or life's biggest decisions, our desire is to offer guidance with honesty, wisdom, and genuine care, seeking to honor God in every interaction.

Coram Deo - Before The Sight of God

📍 Serving Lancaster, PA, and surrounding locations
☎️ (717) 969-3004
🌐 Visit ChooseCDA.com to schedule a free consultation

Most people donate cash. There's nothing wrong with cash gifts. But there's something better 💎When you donate appreciate...
08/19/2026

Most people donate cash. There's nothing wrong with cash gifts. But there's something better 💎

When you donate appreciated stock directly, you avoid capital gains taxes entirely. Your church receives the full value. You get a charitable deduction. Your generosity multiplies. It's giving via appreciated assets, and it's one of the smartest Kingdom work strategies available.

This isn't complicated. It's just strategic. And it means your giving accomplishes more than you thought possible.

Coram Deo - Before The Sight of God

📍 Serving Lancaster, PA, and surrounding locations
☎️ (717) 969-3004
🌐 Visit ChooseCDA.com to schedule a free consultation

Address

1910 Harrington Drive
Lancaster, PA
17601

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+17179693004

Website

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