The professional team at Ambassador Advisors provides financial planning and money management to individuals, businesses and nonprofit organizations. For nearly 30 years, we have delivered these services to a growing number of clients. More than 3,000 businesses, organizations, and families benefit from our diverse team's multi-disciplinary expertise.
Headquartered in Lancaster, PA, Ambassador actively serves clients up and down the East Coast. View our locations. Our multi-disciplinary approach allows each member of our staff to precisely focus their skills and talents, bringing a high level of specialty to our clients.
Headquartered in Lancaster, PA, Ambassador actively serves clients up and down the East Coast. View our locations. Our multi-disciplinary approach allows each member of our staff to precisely focus their skills and talents, bringing a high level of specialty to our clients.
Services
Many Christians would say that upholding God's standards is their first priority, yet what they do with their money may tell a different story. Is there a way for Christians to pursue holiness in their finances, while also being wise investors? Is there a way for "values" to reign, without compromising your growth goals?
If you are like most nonprofits, you constantly feel like your health is dependent on the current year's giving cycle. One bad year from making significant reductions - or shutting down all together. Stop running your organization from one fiscal year to the next. Plan for the long-term health and sustainability of your organization by building an endowment fund.
Do you wish your organization's retirement plan would play a more significant role in recruiting and retaining your employees? Employers often struggle to find an affordable, yet service-rich retirement plan that satisfies employees, while meeting regulatory obligations.
Boasting leading-edge technology and unique Biblically Responsible Investment options, Ambassador Advisors offers you an unparalleled option for your organization's 401(k) or 403(b) plan.Do you wish that the retirement plan which safeguards your employees' nest eggs would also align with your personal faith and moral values, while maintaining the highest standard of fiduciary duty?
Boasting leading-edge technology and unique Biblically Responsible Investment options, Ambassador Advisors offers you an unparalleled option for your organization's 401(k) or 403(b) plan.Do you wish that the retirement plan which safeguards your employees' nest eggs would also align with your personal faith and moral values, while maintaining the highest standard of fiduciary duty?
To make smart decisions with your money, you need to establish clear goals and understand how to position assets for current market conditions. But life gets in the way and financial planning often takes a backseat to family, work, and other activities. We want you to know that building a solid financial plan isn't difficult - you just need the right people on your side.
Thank you for taking the time to visit our website and learn more about the status of the action brought against our team by the Securities and Exchange Commission (SEC). In late 2019, we received a surprising inquiry from the SEC about our past use of mutual funds in client accounts.
Prior to converting our portfolios to individual stocks and Exchange Traded Funds (ETFs) in 2016, we used mutual funds that paid us a portion of their internal fees.The inquiry was surprising, because these payments were detailed in the regulatory disclosures we submitted, annually, to the SEC, and they served as a financial offset for reduced client costs associated with our advisory and planning services during that time.
Prior to converting our portfolios to individual stocks and Exchange Traded Funds (ETFs) in 2016, we used mutual funds that paid us a portion of their internal fees.The inquiry was surprising, because these payments were detailed in the regulatory disclosures we submitted, annually, to the SEC, and they served as a financial offset for reduced client costs associated with our advisory and planning services during that time.
Reviews (10)
Scott Gold
Aug 24, 2021
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We have been very pleased with the relationship we've developed with the folks at Ambassador Advisors. They understand our investment goals and the values that determine the kind of investments we want to support. It is refreshing to work with people who approach the use of money from a conservative, biblical, and giving perspective.
Justin Brubaker
Aug 05, 2021
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Ken Chubb
Jul 25, 2021
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Jackson
Aug 16, 2020
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We have been with Ambassador for more than 10 years. Our account manager Dan Bailey is great to work with, returns calls in a timely manner and answers all of my questions, even the silly ones. They have earner my trust. The screened funds offered and the "Proud to Own" investments fit into our investment concept and has helped to make our retirement account look attractive to which we are planning to use in the near future.
Sarah Zimmerman
Aug 13, 2020
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Positive: Professionalism, Responsiveness
My husband and I recently started working with Dan after we found Ambassador Advisors through Dave Ramsey’s website. Dan and team have been so helpful and make sure we understand our decisions fully. We are grateful for their help and we would recommend the firm to anyone looking for financial advice.
My husband and I recently started working with Dan after we found Ambassador Advisors through Dave Ramsey’s website. Dan and team have been so helpful and make sure we understand our decisions fully. We are grateful for their help and we would recommend the firm to anyone looking for financial advice.
Kirsten Sherick
Jul 17, 2020
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Positive: Value
My mother and I just started investing. I was a bit nervous at first but our advisor Dan Bailey was very patient with us and used terminology that I could understand. I feel comfortable investing through Ambassador Advisors because their mission statement was well explained and Christian based which is important to me.
My mother and I just started investing. I was a bit nervous at first but our advisor Dan Bailey was very patient with us and used terminology that I could understand. I feel comfortable investing through Ambassador Advisors because their mission statement was well explained and Christian based which is important to me.
Bob Coleman
Jul 15, 2016
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I have used Ambassador Advisors and Dan Bailey for over 20 years for investment strategy and life insurance needs. Dan is a true professional. Once a year my wife and I meet with him to review our portfolio and he is always well prepared to discuss where we are with our goals and what options we have going forward I would recommend Dan to anyone looking for a knowledgable and more importantly, trustworthy financial advisor.
Dale Dietrich
Jan 09, 2016
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Karen Worral
Jan 05, 2016
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I have had the pleasure of working with Dan Bailey for the past 10 years. His patience, honesty and expertise is unmatched in his industry. When I first met Dan, I was a young widow not knowing what to do with my deceased husbands life insurance money. He patiently listened to me and carefully helped me to examine my financial options. Most importantly, I knew that Dan’s financial principles were grounded in the word of God and I am sure that over the years he has prayed for me. I now consider Dan a friend and have been very pleased with my return on investments. I would recommend him to anyone
Ellen Campbell
Oct 11, 2015
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My husband and I have been working with Ambassador Advisors since 2011. We appreciate how Dan Bailey returns our calls promptly whenever we have a question. We have our annual review with him and always find him to be informative and helpful. The company makes sure that they check with us about the way we want our finances handled. We like the diversification strategy that they use. We have also worked with Adrian Young and have also found him to be helpful and informative.
