# Snavely Associates Financial Services
Source: https://planprovider.pro/provider/snavely-associates-financial-services

> Provides investment advisory and retirement plan support as an SEC-registered investment advisor (RIA), with 3(21) fiduciary services for employer-sponsored…

Retirement Plan Advisor

Lemoyne, PA

## About Snavely Associates Financial Services

<p>Provides investment advisory and retirement plan support as an SEC-registered investment advisor (RIA), with 3(21) fiduciary services for employer-sponsored plans. Founded in 1967, the firm manages about $0.2B in assets (2026) and works with individuals, small businesses, and plan sponsors on day-to-day investment oversight and long-term planning.</p>

<p>Headquartered in Lemoyne in the Harrisburg–Carlisle metro area, Snavely Associates Financial Services serves clients across central Pennsylvania and surrounding communities. The team includes Jack E. Snavely II and Shawna L. Nale, and the practice is built around ongoing portfolio management rather than one-time recommendations.</p>

<p>Alongside advisory work, the firm also offers insurance broker services, which can be helpful for clients who prefer to coordinate investment accounts and insurance decisions through one office. What sets the firm apart is its long operating history paired with hands-on fiduciary support for retirement plans.</p>

<ul>
<li>SEC-registered RIA with portfolio management and financial planning</li>
<li>3(21) fiduciary services for retirement plans</li>
<li>Advice for individuals and small businesses</li>
<li>Insurance broker services</li>
<li>Based in the Harrisburg area (Lemoyne, PA)</li>
</ul>

Website: [https://www.snavelyfinancial.com](https://www.snavelyfinancial.com)

Founded: 1967

## Office Locations

- Lemoyne, PA (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $182.6M

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