LPL Financial
45yrs
Top advisor by experience in Lancaster
36yrs
Steven Mitchell
Full name on record: Steven Mark Mitchell
Financial advisor at PSI Capital Management
Steven Mitchell is a fiduciary financial advisor in Lancaster, Pennsylvania, with 36 years in the industry. Steven joined PSI Capital Management in 2002, after five years at Investacorp Advisory Services. PSI Capital Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 425 advisors with offices in Lancaster, and one of 382 fiduciaries.
At a glance
Experience36 years (since 1991)
How that compares ?Top 7% by experience nationwide
Office147 N. Shippen Street, Lancaster, PA 17602
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$747,859
Advisors at the firm10
States licensed ?1 state
Services through PSI Capital Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2002 – nowPSI Capital ManagementCurrent firm
- 2001 – 2007Investacorp Advisory Services Inc.Previously
Questions to ask Steven
Tailored to Steven’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Steven
How do I contact Steven?
Call PSI Capital Management at 717-207-7123 and ask for Steven Mitchell. Steven works from the Lancaster, PA office.
How long has Steven been a financial advisor?
Steven has been in the industry since 1991, about 36 years. Top 7% by experience nationwide.
What licenses does Steven hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
PSI Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Steven for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Merrill
45yrs
Top 1% by experience in Lancaster
Geneos Wealth Management
44yrs
Top 1% by experience in Lancaster
Kingsview Wealth Management
44yrs
Top advisor by experience at Kingsview Wealth Management
Security Capital Management
44yrs
Top 1% by experience in Lancaster
Hornor, Townsend & Kent
44yrs
Top 1% by experience in Lancaster