A Florida attorney since 1986 and a financial advisor since 2011, serving families from offices in Gainesville and Chiefland.
"At Lancaster Wealth Management, I use the biographer's approach with clients to learn about their values and goals to tailor their financial strategies, then I partner with my clients to stay on track."
Kathryn brings two careers to that conversation: four decades as a Florida attorney, and financial advising since 2011.
An attorney's eye for the details that protect your family.
Kathryn does not offer legal services through LPL Financial.
Planning how your savings will support the years ahead.
Planning that accounts for the land, the business and the people who depend on both.
Thinking ahead about how what you've built reaches your children and grandchildren.
We start with your values, your family and what you want your money to do.
Your goals become a written strategy for investing, retirement, insurance and taxes.
We set up the accounts and investments the plan calls for.
Regular reviews keep the plan current as your life changes.
Ongoing guidance built around your goals.
Investment strategies matched to your plan.
A plan that reflects what matters to you.
Preparing for and living in retirement.
Considering insurance and tax as part of the bigger picture.
Thinking ahead for the next generation.
Outside the office, Kathryn is involved with organizations close to home.
Offices in Gainesville (2630 NW 41st St, Suite C3) and Chiefland (6 S Main St).
There are two offices: 2630 NW 41st St, Suite C3, Gainesville, FL 32606, and 6 S Main St, Chiefland, FL 32626.
Kathryn Lancaster is a financial advisor and a licensed Florida attorney since 1986 (J.D., Stetson). She became a financial advisor with Edward Jones in 2011, and in 2025 she joined LPL Financial and launched Lancaster Wealth Management.
Wealth management, investing, financial planning, retirement plans, insurance and tax planning, and wealth transfer and complex planning.
Securities and advisory services are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. LPL Financial and Lancaster are separate entities.
Call 352-451-1691, text 352-247-4277, or email Kathryn.Lancaster@LPL.com.
Tell us the best time to reach you and Kathryn will call you back. No pitch. No pressure.
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