FINANCIAL PLANNING IN LANCASTER, PENNSYLVANIA
Working with Sequinox is like having a trusted friend to talk with, especially when that friend takes time to understand exactly what you want out of life and knows the ins and outs of financial planning, taxes, and retirement.
CONCENTRATING ON PEOPLE
Sequinox was started by Joe Wirbick venturing out on his own because he was tired of the “me first” mentality that seemed to go with big financial planning companies. He wanted Sequinox to offer people sound advice so that they could solve their financial challenges like retiring comfortably, saving on taxes, and paying for college.
Joe also wanted clients to understand exactly what was happening with their money and therefore, focuses on being honest, open, and transparent in every conversation.
Our Mission is to assist retirees and those approaching retirement by using a comprehensive financial planning approach with a focus on income and taxes using a conservative investment philosophy.
Our independent status provides us a greater ability to build a strategy with our client’s goals and objectives at the heart of all recommendations.
AN AWARD-WINNING TEAM
Today, Joe Wirbick and the Sequinox team help clients find the right financial answers in a beautiful office setting, but they never forget their roots.
Sequinox was named one of the fastest growing companies in central Pennsylvania in 2011, 2017, and 2018. Most recently, Sequinox won the 2018 Inc 500 Award and in 2011, Sequinox won the “Business of the Year” Award from Central Penn Business Journal. Year after year, the people of Lancaster vote Sequinox as "Favorite Financial Advisor."
MEET THE PEOPLE BEHIND SEQUINOX
We’re on a first-name basis here. That’s because we want you to feel you’re part of a group that treats clients like friends.