Pilot Capital Management is a financial planning and investment management firm located in Hanover, Pennsylvania. Our goal is to provide our clients with objective, goal-oriented investment management and financial planning services. Pilot Capital believes that client’s interests are best served through the use of independent fee-only advisors.
Unprecedented complexity and risk characterize today's financial markets. Dangerous waters for the unwary. Just evaluating the sheer number of investment opportunities available and considering their applicability to your needs can be a daunting chore. Imagine trying to navigate these treacherous waters without a reliable chart to guide you! A professionally prepared financial plan can help you objectively evaluate your financial situation, goals and risk tolerance and provide a reliable chart by which you can steer toward a secure financial future.
In days past, when ship owners and merchants wanted to ensure the swift and safe passage of goods they hired Pilots or Sailing Masters, experienced, steady, trustworthy individuals whom they trusted with their hard earned wealth. For individuals who have accumulated significant financial assets, the process of managing those assets can become a burdensome second career. Making informed investment decisions requires keeping up with constantly changing economic and market conditions. Competent investment management services, delivered by someone you trust can free you to devote all your energy to running your business, practicing your profession, enjoying your hard-earned retirement, or just allow you to spend more time with your family.
We also welcome the “do-it-yourselfer” who just wants a professional, objective second opinion without any pressure to buy financial products.
Pilot Capital Management, Inc. is affiliated with Rager, Lehman & Houck, P.C., a regional accounting firm assisting clients with tax, audit and business consulting services in Pennsylvania and Maryland. This affiliation is in the form of a “Financial Services Coordination Agreement” and allows Rager, Lehman and Houck, P.C. to refer investment and financial planning clients domiciled in Pennsylvania to Pilot Capital Management, Inc. in appropriate situations.