Concierge Financial Advisory, LLC

Hours:

Mon–Fri: 11 AM–7 PM | Sessions by appointment only.

Driving Directions:

Located at 1003 N. George St, Suite 1, York PA—minutes from Rt. 30 with free onsite parking for your convenience.

About Us

At Concierge Financial Advisory, we believe wealth is more than numbers—it’s a mindset shift. Led by nationally recognized financial educator, fiduciary, and bestselling author Dr. Constance Craig-Mason, MRFC®, NSSA®, we provide high-touch, heart-centered financial planning rooted in clarity, compassion, and strategy.

We specialize in guiding purpose-driven individuals, families, and small business owners through life’s transitions with confidence. Whether you’re preparing for retirement, recovering from financial setbacks, or ready to break generational cycles—our plans are as unique as you are.

Our services include:
• Retirement income & Social Security strategies
• Investment management & annuities
• Life insurance & income protection
• Tax-smart legacy & estate planning
• Financial trauma-informed coaching

We’re also home to the award-winning Money TALK$™ Movement, a 501c3, known for bridging financial education with healing and empowerment—especially in historically excluded communities.

From our offices in York & Harrisburg, we serve with integrity, impact, and intention. Ready to build wealth with purpose? Let’s talk.