March 2025
A Journey of Faith-Guided Financial Service
For the past two years, Coram Deo Advisors has provided exceptional financial guidance to individuals and families throughout Lancaster County. As we celebrate our second anniversary in March 2025, we’re proud to reflect on our journey as a leading financial advisor in Lancaster, PA, and our consistent ranking among the top 20 advisors with Silver Oak Securities. When Dave Over founded Coram Deo Advisors in March 2023, he envisioned a different kind of financial advisory firm—one where biblical principles and professional excellence would work hand-in-hand to serve clients holistically. The Latin phrase “Coram Deo,” meaning “before the Sight of God,” perfectly captures this vision of providing financial guidance that honors prudent investment principles and timeless values.
Setting the Standard as a Financial Advisor in Lancaster, PA
In a region known for its strong work ethic and faithful stewardship, Coram Deo Advisors quickly established itself as a trusted financial advisor in Lancaster, PA. What sets us apart is our commitment to understanding each client’s unique situation and goals before developing personalized strategies. “From day one, we’ve been focused on building relationships, not just managing portfolios,” explains Dave Over, founder and principal advisor. “When looking for a financial advisor in Lancaster, PA, you want someone who understands your values and speaks your language. We strive to provide that daily as we walk alongside our clients.” This client-centered approach has resonated with individuals, families, and businesses throughout Lancaster County. Through comprehensive financial planning, retirement strategies, and investment management, Coram Deo Advisors helps clients navigate the complexities of modern finance while staying true to their core values.
Achieving Industry Recognition with Silver Oak Securities
Our partnership with Silver Oak Securities has been instrumental in our success. For our two-year relationship, Coram Deo Advisors has maintained a position among the top 20 advisors within the Silver Oak Securities family—an achievement that speaks volumes about our commitment to excellence and client service. This recognition doesn’t just reflect our investment performance or assets under management; it’s a testament to our clients’ trust in us as their financial advisor in Lancaster, PA. By combining the personal touch of a local advisory firm with the resources and support of Silver Oak Securities, we’ve created a service model that delivers exceptional value.
Faith-Informed Financial Guidance
Our integration of biblical principles with financial expertise distinguishes Coram Deo Advisors in the financial services landscape. Unlike traditional financial advisors who may focus exclusively on numbers and returns, we recognize that economic decisions are deeply connected to values, priorities, and life purpose. For many seeking a financial advisor in Lancaster, PA, this faith-informed approach provides an added dimension of comfort and confidence. Clients know their financial strategies align with market wisdom and the principles they hold dear. “We believe that good financial planning isn’t just about growing wealth—it’s about using resources wisely and intentionally,” notes Over. “When clients work with us as their financial advisor in Lancaster, PA, they get guidance that respects both financial realities and eternal perspectives.”
Comprehensive Services for Every Life Stage
Over these two years, Coram Deo Advisors has developed a suite of services to address the full spectrum of financial needs. Whether clients are just starting their careers, planning for retirement, or looking to leave a legacy, our team provides tailored strategies that adapt to changing circumstances.
Our core services include:
- Comprehensive financial planning
- Biblically Responsible Investing
- Retirement planning and income strategies
- Investment management with a values-aligned focus
- Estate and legacy planning
- Tax-efficient investment strategies
- Education funding solutions
- Risk management and insurance planning
- Planned Giving for Individuals, Ministries and Nonprofits
Coram Deo Advisors has become a trusted name for those seeking a financial advisor in Lancaster, PA who can address these diverse needs with expertise and care.
Looking Forward: The Next Chapter
As we enter our third year, we’re not just celebrating past accomplishments but looking to new ways of serving our community. The financial landscape continues to evolve rapidly, with changing regulations, market conditions, and technological innovations shaping how advice is delivered and implemented. “We’re committed to continuous growth and improvement,” says Over. “When someone chooses us as their financial advisor in Lancaster, PA, they deserve the very best in a partner that guides and incorporates both timeless wisdom and current best practices.”
A Heartfelt Thank You to Our Community
None of our success would be possible without the trust and partnership of our clients. To every individual, family, and business that has chosen Coram Deo Advisors as their financial advisor in Lancaster, PA: thank you for allowing us to travel your financial journey together. We’re also grateful to Silver Oak Securities for their continued support and recognition and the broader Lancaster community for welcoming our unique firm with such warmth and enthusiasm. As we celebrate this second anniversary, we reaffirm our founding commitment: to provide exceptional financial guidance “Coram Deo”—before the Sight of God—with integrity, excellence, and care for those we serve. If you’re looking for a financial advisor in Lancaster, PA, who combines professional expertise with faith-informed guidance, we’d be honored to speak with you. Here’s to the next chapter in our journey together! “Securities and investment advisory services offered through Silver Oak Securities, Inc. (SOSI), member FINRA/SIPC and a registered investment advisor. Coram Deo Advisors and SOSI are independent companies.”