Mangolds Investment Advisors Inc.

Updated today

Find your advisor

Client assets under management

$58,711,751

Clients

493

7% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

164

Very High

Average account size

$119,091

About

Mangolds Investment Advisors serves a mix of individual and institutional clients, including individual and high‑net‑worth clients, trusts, estates, pension and profit‑sharing plans, charitable organizations, and business entities. The firm provides discretionary portfolio management, written financial planning, and educational workshops as part of its advisory offerings.

The firm builds portfolios based on documented client goals, time horizons and risk tolerances and employs a mix of fundamental, technical, charting and economic analysis to inform investment decisions; account reviews are conducted at least monthly with formal client meetings at least annually. Financial plans are delivered in writing, and the firm’s workshops emphasize employer retirement plan participation and debt‑management education as supplemental client services.

Mangolds is notable for its high client load relative to staff: the brochure lists 430 clients served by two advisory principals and reports $58.7 million in discretionary assets under management as of December 31, 2025, a client‑to‑advisor ratio that is uncommon for similarly sized supported firms. The firm also discloses an affiliated tax and accounting business operated by the firm’s principal (with a substantial monthly time commitment), a relationship the brochure identifies as a potential referral‑related conflict of interest for clients to consider.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning Cash flow / budgeting

Fee options

Percentage

1.00% annually

Project-based

$100 per hour for financial planning; up to $250 per hour for educational seminars/workshops

Main office location

Mangolds Investment Advisors Inc.

2938 Columbia Avenue, Suite 801

Lancaster PA 17603, United States

Number of offices

Most active in

New York · Pennsylvania

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 717-984-3017

Advisors at this firm

Sharon E

Series 65

Lancaster, PA

Mangolds Investment Advisors Inc.

Sharon England is a financial advisor at Mangolds Investment Advisors Inc. with a Series 65 credential and one year of industry experience. She has been involved in tax services through Mangolds Tax Service Inc. since 2012. Mangolds Investment Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers discretionary portfolio management, written financial planning, and educational workshops, using a combination of fundamental, technical, and economic analysis to guide investment decisions.

General retirement planning Cash flow / budgeting

Zachary B

Series 63, Series 65

Lancaster, PA

Mangolds Investment Advisors Inc.

Zachary Buterbaugh is a financial advisor with Mangolds Investment Advisors Inc. in Lancaster, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Primerica Advisors and PFS Investments Inc., as well as operating Mangold's Tax Service Inc., a tax preparation business. Mangolds Investment Advisors serves individual and institutional clients, offering discretionary portfolio management, written financial planning, and educational workshops. The firm uses a combination of fundamental, technical, charting, and economic analysis to build portfolios aligned with client goals and risk tolerances, managing a notably high client load relative to its small advisory team.

General retirement planning Cash flow / budgeting

Cody B

Series 63, Series 65

Corning, NY

Mangolds Investment Advisors Inc.

Cody Buterbaugh is a financial advisor with Mangolds Investment Advisors Inc. in Corning, NY, holding Series 63 and Series 65 credentials and seven years of industry experience. His background includes roles at Primerica, Jackson Hewitt, and Trane Technologies, where he currently works as a controls technician. He also prepares taxes through Mangolds Tax Service Inc. Mangolds Investment Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional entities. The firm offers discretionary portfolio management and written financial planning, using a blend of fundamental, technical, charting, and economic analysis to guide investment decisions.

General retirement planning Cash flow / budgeting

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support