LPL Financial
45yrs
Top advisor by experience in Lancaster
13yrs
Steven Maher is a fiduciary financial advisor in Lancaster, Pennsylvania, with 13 years in the industry. After three years at Domani Wealth and four years at EHD Advisory Services, Steven joined Cool Creek Financial in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Cool Creek Financial reports being 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
Experience13 years (since 2013)
How that compares ?13 years in the industry
OfficeLancaster, PA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$327,645
States licensed ?2 states
Services through Cool Creek Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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
- 2022 – nowCool Creek FinancialCurrent firm
- 2019 – 2022Domani Wealth, LLCPreviously
- 2015 – 2019EHD Advisory Services, Inc.Previously
- 2014 – 2019Global Retirement Partners LLCPreviously
- Jul 2014 – Dec 2014Financial Telesis Inc.Previously
Contact Steven
(717) 989-2935Cool Creek Financial main office Lancaster, PAOffice · Get directions LinkedIn pageCool Creek FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Steven
Tailored to Steven’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Cool Creek Financial at (717) 989-2935 and ask for Steven Maher. Steven works from the Lancaster, PA office.
How long has Steven been a financial advisor?
Steven has been in the industry since 2013, about 13 years. 13 years in the industry.
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?
Cool Creek Financial 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.
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