Financial Advisors in Pennsylvania

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Dorothy is in her late 50s, single, working as a paralegal at a prominent Washington law firm. Her interests are reading and international travel.

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I am hoping to retire soon and wanted to get a portfolio review done quickly...
... WiserAdvisor helped us connect with John; He understood my situation and laid out a plan that I liked a lot. The strategic review was completed quickly and thoroughly.

WiserAdvisor >   Financial Advisors >   Pennsylvania 

Premium Financial Advisors Listing

Patrick Lyman, Financial Advisor from Pennsylvania,

Patrick Lyman

Compass Financial Partners is dedicated to providing clients with professional individual attention necessary to help them achieve their financial goals. Our Mission is to help our clients achieve financial security using strategies based on the principles of safety security and preswervation of assets,so they can realize a comfortable retireme...

Donald Cowie, Financial Advisor from Pennsylvania,

Donald Cowie

Broad based financial planning services for individuals, estates, non-profits and businesses. Through the sophistication and objectivity of computer modeling, we assist our clients in wealth creation and preservation along with tax minimization and avoidance. We offer to fulfill the planning process through one of the worlds largest asset manager...

Al Osgood, CFP, MBA, Financial Advisor from Pennsylvania,

Al Osgood, CFP, MBA

Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. OUR PRIMARY OBJECTIVE IS TO HELP OUR CLIENTS ACHIEVE THEIR LIFE GOALS AND OBJECTIVES. Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of ...

John Heeckt, Financial Advisor from Pennsylvania,

John Heeckt

We create strategies to help our clients enjoy financial security throughout their lifetimes, whatever the duration, and whatever contingencies arise, and to gain a bit of mortality through their bequests to their family or favorite causes....

Travis Sollinger, Financial Advisor from Pennsylvania,

Travis Sollinger

We operate based on the simplest of beliefs to do whats best for our clients. Our first priority is protecting our clients money by staying within the spectrum of acceptable risk based on the clients specified risk tolerance and doing so through highly personalized service. Our strict adherence to our investment strategy steers us away from...

Charles Johnson, Financial Advisor from Pennsylvania,

Charles Johnson

Our use of Tactical Asset Allocation is one of the things which sets us apart from our peers. We believe avoiding large losses is a primary key to investment success.Charles Johnson has been providing Financial Services since 1988. Originally Guardian Financial Group, founded in 1994, Guardian Planners focuses on providing a unique, risk managed ap...

Glen Harding, Financial Advisor from Pennsylvania,

Glen Harding

As an Investment Adviser Representative with Harding's Wealth Managers Inc. a registered investment adviser, I can help you define your long-term investment objectives and build a personalized investment portfolios designed to achieve them. I recognize the importance of getting to know you your financial needs, your financial goals and your lifes...

Jim Wright, CFA, Financial Advisor from Pennsylvania,

Jim Wright, CFA

Harvest Financial Partners is an intimate, highly experienced investment management and financial advisory firm founded on two simple beliefs: 1) People still care about personal service. 2) The right relationship allows us to accomplish more together than we could separately. In these uncertain times, it is important to have a financial part...

Timothy Sutherland, CFP, CPA, Financial Advisor from Pennsylvania,

Timothy Sutherland, CFP, CPA

Harvest Rock Advisors, LLC is a full service wealth management firm. We specialize in working with business owners, professionals and other successful individuals to deal with present wealth concerns and to prepare well for the future. Business continuity and transition, retirement, higher education, investment, insurance and cash flow planning a...

Jerry Clunan, RFC, Financial Advisor from Pennsylvania,

Jerry Clunan, RFC

We help our clients preserve their wealth by helping them avoid the erosion caused by taxes, market fluctuations, and the unpredictable events that life can bring. Our unique approach combines experience and integrity, with a thorough financial planning process and comprehensive wealth management, in an independent, unbiased environment. Securi...

Peter D. Shelp,CFP, Financial Advisor from Pennsylvania,

Peter D. Shelp,CFP

How I Work With Clients Long-term focus and discipline start with a sound investment strategy. The first meeting is a complimentary consultation. I like to get acquainted with you and your family to discuss your current financial condition and determine your invetment objectives. Once we begin a business relationship, we proceed to gather all of ...

Rod Diaz, Financial Advisor from Pennsylvania,

Rod Diaz

My mission is to help investors understand their options and choices, to help them identify and slect high-quality investments that ultimately invest in in high-quality organizations that are profitable and well managed. My job is to clients avoid costly mistakes, like selling in Market declines or buying during periods of exuberance, and to stay ...

Mitchell Owen, Financial Advisor from Pennsylvania,

Mitchell Owen

Mitchell R Owen, CLU, CFP is focused on helping clients develop a retirment income strategy, so they can't outlive their money. My primary goal is to help crystallize clients' financial objectives and assist them in implementing a program to accomplish those objectives. By using current expertise and building upon that, I remain dedicated to provi...

Michael Scavullo, Financial Advisor from Pennsylvania,

Michael Scavullo

Solebury Investment Group, LLC. (SIg) is a wealth management firm offering a diverse array of products and services for the high net worth individual, business owner, or Foundation. We provide superior products and services to assist our clients in reaching their financial goals, and have the ability to quickly adjust to market trends and our clien...

Susan Allan, Financial Advisor from Pennsylvania,

Susan Allan

To be known by my clients, friends and associates as a knowledgeable, helpful financial advisor who advises affluent individuals and business owners interested in building, preserving and protecting their wealth through a wise financial plan. I handle my business with the highest regard for my clients interests and always keep their needs first abo...

Brian J. Donley CFP, Financial Advisor from Pennsylvania,

Brian J. Donley CFP

At Summit Wealth Advisors, we offer our clients a balanced financial planning approach. We believe that by setting goals, using resources efficiently, implement strategies, and periodically reviewing our strategy, our clients can pursue the future they envision. We provide flexible services, including but not limited to educating our clients, desi...

Tower Bridge Advisors, Financial Advisor from Pennsylvania,

Tower Bridge Advisors

We have one focus, and that is to customize portfolios for the benefit of our clients. We have an experienced team that brings great perspective and expertise to every relationship. And we are committed to the highest level of customer service. We are available to meet clients in person or by phone and we are willing to meet as frequently as our cl...

Ty McGilberry, Financial Advisor from Pennsylvania,

Ty McGilberry

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.This information should not be considered as tax advice. Cli...

Michael  Giammatteo, Financial Advisor from Pennsylvania,

Michael Giammatteo

XPYRIA is a Pittsburgh, PA based independent investment advisor. Since our inception in 1990, we have provided the smaller institution and private market client with a level of investment management service and expertise traditionally reserved only for clients with hundreds of millions of dollars to invest. Today, XPYRIA currently serves approxima...