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Find Best Financial Advisors in Pennsylvania

Advisor Match

A densely populated state like Pennsylvania has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Pennsylvania and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Qualifications of Top Financial Advisors & Certified Financial Planners in Pennsylvania

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Qualified Financial Advisors in Pennsylvania
Financial Advisor Office Location Phone Number
Michael Scavullo
Solebury Investment Group, Llc.
5266 Bailey Ct.,
Doylestown, PA  18901
(215) 794-3393
Chris Makosch
Schuylkill Financial, LLC
711 Spring Street,
Wyomissing, PA  19610
(610) 670-1656
Nick Filippo
Tower Bridge Advisors
101 West Elm Street, Suite 355,
Conshohocken, PA  19428
(610) 260-2222
Robert Holland
The Philadelphia Group
150 South Warner Road,
King Of Prussia, PA  19406
(610) 520-1500
Ben Agostino BFA (TM)
Agostino Financial Management, Inc.
2012 Market Street,
Camp Hill, PA  17011
(717) 963-7150
Joseph G. Salpietro,ChFC®
XPYRIA Investment Advisors
603 Stanwix Street,
Pittsburgh, PA  15222
(412) 232-3310
Michael Marion
Marion Wealth Management
2790 Monroeville,
Monroeville, PA  15146
(412) 372-3849
Matthew Kane
Compass Ion Advisors, LLC
300 Conshohocken State Rd #230,
Conshohocken, PA  19428
(610) 783-4263
Matthew D. Sheraw
Conte Wealth Advisors
2009 Market Street,
Camp Hill, PA  17011
(717) 975-8800
Keith B Hawk
Hawk Financial Group
400 Northampton St.,
Easton, PA  18042
(610) 500-5000
Rebecca Pawuk
Edelman Financial Engines, LLC
651 Holiday Drive,
Pittsburgh, PA  15220
201 Penn Center Blvd,
Pittsburgh, PA  15235
1605 Carmody Court,
Sewickley, PA  15143
(724) 779-7795
Amanda Salyer
Edelman Financial Engines, LLC
600 West Germantown Pike,
Plymouth Meeting, PA  19462
(610) 239-8323
David Coult. CFP®
Milestone Financial Associates
330 E. Main St.,
Macungie, PA  18062
(610) 421-8777
Robert McCullough
MC2 Financial Advisers, Inc.
24 S. Newtown Street Road,
Newtown Square, PA  19073
(610) 353-7777
Peter D. Shelp,CFP®
Janney Montgomery Scott LLC
# Office Center 270 270 Pierce Street,
Kingston, PA  18704
(570) 283-8140
Brian J. Donley CFP®
Summit Wealth Advisors
9043 Perry Highway,
Pittsburgh, PA  15237
(412) 367-3980
Ash Toumayants
Strong Tower Associates
901 University Drive Suite 100,
State College, PA  16801
(814) 325-9806
Jason Lazurick
Schuylkill Financial LLC
600 Eagleview Blvd.,
Exton, PA  19341
(484) 318-7188
Steve DeCesare, CFP®
DeCesare Retirement Specialists
1515 Market Street,
Philadelphia, PA  19102
(856) 235-3830

Information on Qualified Financial Advisors in Pennsylvania

Qualifications CRD# 2537103
Series 7, 24, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 5266 Bailey Ct.,
Doylestown,
PA 
18901
Phone Number (215) 7943393

About Solebury Investment Group, Llc.

Please see my website for all information about myself and my firm.



Qualifications CRD# 4976405
Series 7, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Hourly


Office Location 711 Spring Street,
Wyomissing,
PA 
19610
Phone Number (610) 6701656

Why I decided to become a financial advisor: Today's world of investing is complex and takes time to do research to make appropriate decisions in a timely manner. All to often families fall prey to financial predators that attempt to sell high cost products and lock up their hard earned money. Even though the world of investing is changing many financial companies apply unrealistic goals. Employees of these financial firms are put under career and goal stress to achieve them despite often knowing those products are of poor choice. I became a financial advisor to provide the greatest quality of products and service i know this industry can provide and that you deserve. Caring means putting our clients first among all else which is why I have taken the oath of a fiduciary advisor. I began my career at Meridian Asset Management and have held many bank management positions over the years. I have extensive experience working with upper level managers and their families. I hold a Bachelors degree in Accounting from PennState, a masters degree, and am a Certified Financial Planner. I take part in many volunteer functions such as scouting, coaching, and community projects.

About Schuylkill Financial, LLC

Our partnership was founded on the basis of having a positive impact on peoples lives through investment and financial planning. We bring sophisticated planning techniques to busy individuals who lack the time to do it themselves, with over 40 years of combined banking and Wall Street experience. Client portfolios are carefully crafted using our expertise in market research, Individual Retirement Accounts, wealth management, college planning and estate planning.



Qualifications CRD# 115700
FirmCRD# 115700

Compensation/Fee Fee Only, Based on Assets


Office Location 101 West Elm Street, Suite 355,
Conshohocken,
PA 
19428
Phone Number (610) 2602222

Tower Bridge Advisors was founded in 2001 with a mission to provide high quality investment advice alongside outstanding client service. We manage equity and fixed income portfolios comprised of individual stocks and bonds. Our clients choose us because of our commitment to investment research, our experience in managing client portfolios and our laser like focus on our clients' needs. Our nine investment professionals each have, on average, more than 25 years' experience researching investment opportunities, and managing portfolios through up as well as down markets. Our investment process starts with a clear understanding of each client?s unique financial situation, and takes into account their tax status and tolerance for risk. Only by understanding these factors can we develop an appropriate investment solution. Our rigorous investment process results in a customized asset allocation for each client. Each client's portfolio is constructed of 35-40 stocks which represent the best ideas of our investment team, and an appropriate allocation to bonds to achieve the client's requirement for income and stability. From a client service standpoint, we make ourselves available for phone calls and in person meetings as frequently as desired. Our clients appreciate talking directly to the person who manages their account, not a marketing person or an intermediary. Our team of experienced administrators also reach out to our clients to ensure proper management of all administrative details of their accounts.

About Tower Bridge Advisors

Tower Bridge Advisors manages over $1.3 Billion for individuals and families. 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 clients desire. We also provide a brief market commentary 3 days per week to keep clients up to date on our latest thinking. In addition we offer bi-monthly webinars to provide additional insights into the markets and our thought process. We also use a sophisticated financial planning tool to help model "what if" scenarios to help us design the best plan for our clients. Our interests are aligned with yours. We want to help you achieve your goals, and we want you to know that we are looking out for your best interests at all times.



Qualifications CRD# Certified Financial Planner
FirmCRD# 6413
Series 7, 63 (Through LPL Financial)

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 150 South Warner Road,
Suite 300,
King Of Prussia,
PA 
19406
Phone Number (610) 5201500

Robert B. Holland, CFP®, ChFC®, CLU brings extensive knowledge and experience in the area of comprehensive financial planning, investment management, retirement and estate planning in working with his clients to assist them develop unique strategies to help them put their financial affairs in order. Bob has been recognized as a Five Star Wealth Manager in the Philadelphia area for the years 2011, 2012, 2013, 2014 and 2015 (2012-2015 5 star award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Prior to 2012, award was based on client satisfaction. Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience). A graduate of Grove City College in Grove City, PA he also earned the Certified Financial Planner™ Certification (CFP®), Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®). Throughout his career, Bob has been active in numerous industry and charitable organization which include: . Financial Planning Association (FPA) . The Delaware Valley Estate Planning Council . The Million Dollar Round Table (MDRT) . The American Cancer Society . Big Brothers Organization . Philadelphia Sailing Club . Applebrook Golf Club In his free time Bob enjoys keeping active by traveling, sailing, golf, scuba diving and skiing. Bob and his wife Cathy live in St. Davids, Pennsylvania

About The Philadelphia Group

Building strong, trusting relationships is the cornerstone of our success. When it comes to managing your wealth, we use processes that strive to protect you, your assets, and your goals. The Result: providing you sound financial advice every step of the way. We are a Philadelphia-based planning and financial services firm with over 30 advisors. The Philadelphia Group is different from your traditional wealth management firms because we operate without any inherent bias that is present in so many financial institutions today. Our independence from proprietary relationships allows our clients to feel truly confident in moving forward with our recommendations and creating a sound financial present and future. After extensive due diligence, we aligned with LPL Financial, the largest independent broker dealer in the country (as reported by Financial Planning magazine, June 1996-2015, based on total revenue). Our alliance with LPL allows us to gain access to the advanced resources and technology of a large financial institution without sacrificing our boutique firm experience. We take a comprehensive team approach to our client relationships and are proud to offer Individual and Business Solutions.



Qualifications CRD# 3244566
FirmCRD# 3244566
Series 7, 24, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee, Subscriptions


Office Location 2012 Market Street,
1st Floor,
Camp Hill,
PA 
17011
Phone Number (717) 9637150

Over the past 20 years, Ben has provided his clients with Comprehensive Financial Planning, Wealth Management, Insurance services, Life Planning, and Retirement Coaching. He is committed to helping you build the best life you can with the money you have.

About Agostino Financial Management, Inc.

Welcome to Agostino Financial Management Throughout the years, we learned what great Financial Advisory services could and should be.  As a result, our promise to you is... 1.  A Financial Advisor in your corner that cares about you and your overall Return on Life.  2.  An Advisor with 20 years of helping families Plan, Invest, and Protect with confidence.  3.  An Advisor that drives innovation through education, technology, and unique skills designed to help you pursue quality of life.  4.  An Advisor that spends the time to explore and work through your individual and family financial needs. 5.  An Advisor that cares to ask the right questions, coach you through important financial decision, and helps you be prepared for life's important transitions. 6.  An Advisor that personally responds in a timely manner.   7.  An Advisor that acts in your best interest. We invite you to come in for a complimentary conversation.  Contact us at (717) 963-7150 or request a meeting below.



Qualifications CRD# 2857692
FirmCRD# 106438
Series 63, 65

Compensation/Fee Fee Only, Based on Assets, Flat Fee, Hourly


Office Location 603 Stanwix Street,
Ste. 1850,
Pittsburgh,
PA 
15222
Phone Number (412) 2323310

Mr. Salpietro is a Shareholder, President and CEO of XPYRIA Investment Advisors. Joe has been with XPYRIA for 20 years and was formerly a Vice President at PNC Bank where he worked for 8 years. He has a degree in Business and Economics from the University of Pittsburgh; an MBA with a concentration in Finance from Duquesne University; and is a Chartered Financial Consultant(ChFC®) from the American College. Mr. Salpietro is a member of the Firm’s Investment Committee. Working exclusively as his clients' ADVOCATE, Joe specializes in helping his clients navigate complicated or unfamiliar financial topics related to planning and investing in an effort to provide confidence and peace of mind in their decision making process. Mr. Salpietro counsels individuals and institutional clients with investments of $1 million to $100 million. Mr. Salpietro provides independent (product-free), objective (commission-free) guidance to clients as it relates to their invested assets. Gaining a thorough understanding of his client’s unique financial circumstance through consultation, he designs, implements, and maintains effective financial solutions that allow his clients to meet their short-, mid-, and long-term financial goals and objectives. Joe provides expansive counsel to high-net-worth individuals. In addition, Mr. Salpietro advises on: union operating funds; Taft-Hartley benefit plans; government benefit plans; for profit operating funds and benefit plans; nonprofit operating funds and benefit plans; endowments and foundation.

About XPYRIA Investment Advisors

Established in 1990, XPYRIA is a privately-held, independent registered investment advisor dedicated to investment research, financial management, and planning. From our inception, XPYRIA's mission has been to raise the bar on standard industry practices by applying a consultative model that is free from conflicts of interest and involves a higher level of research-based financial expertise to thoroughly investigate, implement, and monitor an effective investment program. Paramount to our approach is the protection we provide to clients as a fiercely independent, informed advocate. Leveraging our extensive investment consulting expertise, seasoned financial professionals, and industry-leading resources, XPYRIA continues to provide the highest level of investment management and financial guidance to our clients.



Qualifications CRD# 2076025
FirmCRD# 20804
Series 6, 7, 31, 63, 65


Office Location 2790 Monroeville,
Suite 640,
Monroeville,
PA 
15146
Phone Number (412) 3723849

Michael Marion, CFP®, leads the Marion Wealth Management Group with over thirty years of experience in providing investment planning, asset management and risk management services to individuals and businesses. Mike holds a BA in Humanities from the University of Pittsburgh and has completed the CERTIFIED FINANCIAL PLANNER" Professional Education Program from the College of Financial Planning. Mike has held the CFP® designation since passing the CFP® board examination in July 2001. Mike lives in Murrysville, Pennsylvania with his wife Katie, their three children and the family's Chessie Retriever. Mike's interests include the outdoors, hiking, racquetball, reading and spending time with his family.

About Marion Wealth Management

Marion Wealth Management is an independent, fiduciary financial planning and wealth management firm located on the Eastern edge of Monroeville, near the intersections of 376 East, the PA Turnpike, Business Rout 22 and Route 48. Our focus is on developing highly effective financial strategies for retirees, affluent families and business owners. Our Wealth management services include: retirement and income management, portfolio analysis and optimization, asset protection strategies, wealth and estate transfer planning, executive financial services and business retirement services including pension and 401(k) plan management. Our firms's goal is to allow clients to enjoy the personalized service and attention offered by a private wealth management firm, while at the same time enjoying the value of independent advice that puts you first. We believe what sets us apart is our focus on you. Our private wealth and investment services offer you fee based, advice driven investment solutions customized to fit your needs by utilizing the very best tools, technology and research.



Qualifications CRD# 2397223
FirmCRD# 43814
Series 7, 63, 65


Office Location 300 Conshohocken State Rd #230,
Conshohocken,
PA 
19428
Phone Number (610) 7834263

Matt joined the firm in 2006 and is one of the founding members of Compass Ion Advisors. In addition to working directly with the families we serve, Matt serves as the firms President, a role he began in 2010. He is responsible for leading our firm as it relates to protecting and growing the mission our team of partners have constructed together over the last several years. In the past, Matt held various sales and support positions with SEI and Merrill Lynch. Matt also served for ten years as an Area Director for Young Life. Young Life is a non-profit organization that cares for young people in hundreds of communities in the US and overseas. During his time there Matt developed the character and leadership ability which Compass Ion has come to value. Our firm and our clients are now the beneficiaries of his growing capacity to create and follow through on the often complex issues our clients regularly face. Matt has completed the NASDs Series 7, 65 and 63 licenses. He earned his undergraduate degree in Business Administration from Eastern University where he now serves on the board along with The Philadelphia Commons Institute. Matt and his wife Kim live in Villanova, Pennsylvania with their five very active sons.

About Compass Ion Advisors, LLC

Wealth Management Services that include Financial planning for individuals and families, Endowment and Foundation Consulting, Investment strategy and portfolio management, and Legacy planning.



Qualifications CRD# 5038315
FirmCRD# 39543
Series 7, 65


Office Location 2009 Market Street,
Camp Hill,
PA 
17011
Phone Number (717) 9758800

Matt Sheraw is originally from the Pittsburgh area. He received his bachelors degree from Messiah College and is also an Eagle Scout. He strives to offer technology and education to individual and business owner clients that will further their position. He advises clients on investment strategies, college planning, retirement plans, estate planning, and charitable giving. As a former small business owner, Matt maintains an understanding of the dynamic financial needs of owners, as well as their personal finances. He focuses on building in-depth client relationships, whether they are preparing for retirement, selling a business or just getting started. He enjoys volunteering on the board of directors for Case Management Unit, which provides services for individuals with intellectual disabilities and early intervention. As an avid outdoors man, Matt enjoys hiking, camping, and shooting clay birds. He also values the time he spends with close friends, his wife Meghan, and his black lab Bailey.

About Conte Wealth Advisors

TRUE INDEPENDENCE As an independent financial services firm, each licensed professional on our CWA team remains entirely independent and unaffiliated with any particular investment or insurance company. We have the freedom to present specific strategies regardless of the company developing the product or investment. WHY YOU DESERVE INDEPENDENT ADVISORS Independent advisors have your best interests in mind. We provide investment and planning guidance free from corporate pressures. We focus on you and your journey.



Qualifications CRD# 3069413
FirmCRD# 144434
Series 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location 400 Northampton St.,
Suite 300,
Easton,
PA 
18042
Phone Number (610) 5005000

Keith graduated from Trenton State College with a BS in Finance. After graduation, Keith joined American Express Financial Advisors in Voorhees, NJ. He then joined MassMutual Financial Group in Bridgewater, NJ. In the fall of 2000, Keith decided he could serve his clients in a better way and created Hawk Financial Group. As an independent financial advisor, Keith has conducted numerous complimentary no-cost informational seminars throughout New Jersey and Pennsylvania. The seminars covered social security, medicare, and retirement income planning. As an investment adviser representative, Keith believes the financial relationship should always center around the client. That is why he adheres to the fiduciary standard of care for his clients. Keith holds a Series 65 license and keeps his clients' best interests first. He also adheres to a policy of no bias or conflict of interest.

About Hawk Financial Group

As a local independent financial advisor in Northampton County, Easton, PA, Keith Hawk has a fiduciary duty to act in the best interests of his clients. He mainly works with seniors ages 55- 75 in Northampton County, Lehigh County, Bucks County, and Monroe County PA, as well as Warren County and Hunterdon County in NJ. His clients' retirement years are secured by addressing and fixing overlooked financial and non-financial "snags" before they happen. Three of these overlooked "snags" include: 1) A program to make sure a wife doesn't lose 1/2 their Social Security income when their husband passes away. 2) A program to cover two years worth of long-term care costs without paying a cent in annual premiums. 3) Making sure that your Power of Attorney document has the correct language to work with Social Security, Medicare, IRS, Veterans Administration, and your banks and brokerages. "As a fee based investment adviser, I have a fiduciary duty to put my client's best interest first. I welcome the opportunity to earn your trust and to show you how I do things differently."



Qualifications CRD# 5519119
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 651 Holiday Drive,
Building 5, Suite 400,
Pittsburgh,
PA 
15220
Phone Number (724) 7797795

Office Location 201 Penn Center Blvd,
Building 1, Suite 400,
Pittsburgh,PA  15235

Office Location 1605 Carmody Court,
Building IV, Suite 100,
Sewickley,PA  15143

Joined Financial Engines in 2019. Began her career in the financial services industry in 2007. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Bachelors Degree in History and Communications from Allegheny College. Married to Ryan and they have two children: Luca and Lincoln and two cats: Moo and Gus. Rebecca enjoys reading, being outside, exploring new restaurants and spending time with family and friends.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 5214607
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 600 West Germantown Pike,
Suite 100,
Plymouth Meeting,
PA 
19462
Phone Number (610) 2398323

Joined Edelman Financial Engines in 2019. Began his career in the financial services industry in 2006. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s). Bachelor's degree in Business Administration from Drexel University. Married to Jim and they have two children; Christian and Dylan. They have a dog named Simba. Amanda enjoys spending time with her sons and being involved in their extra-curricular activities, family walks and enjoying downtime together.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2859900
FirmCRD# 8032
Series 6, 7, 63, 66


Office Location 330 E. Main St.,
Macungie,
PA 
18062
Phone Number (610) 4218777

I started my career more than 20 years ago at a large financial services firm in Philadelphia and returned to the Lehigh Valley to found Milestone Financial Associates in 2002, providing comprehensive wealth management for successful families and business owners in our community. My firm's success has allowed me the freedom to be selective in working only with clients I like, for whom I believe I can have a meaningful impact. That is a game changer. Along with the success I've enjoyed, I've had my share of failure as well. I am divorced, and as I reflect on what was undoubtedly the most painful experience of my life, I realize that I am able to relate, not just to the legal and financial aspects with others who are divorced, but I have tremendous empathy for all who have suffered loss and who must now try to revise their financial plans for a future that seems impossibly different than the one they envisioned. I embrace widows, widowers, and divorcees in my practice. The greatest joys in life are my three boys - Ben, Nate, and John. We have busy lives together, between Boy Scout campouts, food drives, hikes, football and basketball practices and games, homework, and listening to the unbearable honking of Johnny learning to play the saxophone! There is never a dull moment!

About Milestone Financial Associates

We take the time to get to know you and your family. We care as much about YOU as your investments and aim to surprise and delight you on a personal level. You'll see letters after our names like CPA, CFP, and CFA. We have deliberately chosen to invest the time and effort to earn those and other credentials so we can be the best in the business, worthy of your trust. We explain things in terms you understand - no jargon. We proactively communicate with clients and identify and address important financial issues so things don't get missed. This provides a welcome financial confidence. We simplify your financial life by helping you organize and keep your financial, tax, and estate planning/legal documents up to date with current changes in the law (bringing in outside specialists whom we have vetted when necessary). We monitor changes in the markets and adjust your personal circumstances to determine whether your portfolio needs to be adjusted. We provide "red-carpet", Ritz-Carlton service with a FedEx level of efficiency.



Qualifications CRD# 5448042
FirmCRD# 116309

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Hourly


Office Location 24 S. Newtown Street Road,
Suite 100,
Newtown Square,
PA 
19073
Phone Number (610) 3537777

I have lived my whole life in Delaware County, first raised in Newtown Square with my parents and 2 older sisters. I graduated from Devon Preparatory school, with much appreciation for a good Catholic school education. Then I graduated from Villanova University with a degree in Sociology & Business. I broke my leg in March 2001, but I was still able to get back on my feet in time join my classmates at graduation two months later in May. For 2 years, I worked for a family owned local brokerage firm, supporting most of the sales reps in the office. I joined my family firm in May 2003, where I am currently a practicing CPA and a holder of the CFP® designation. I am currently the managing partner, but Id be nowhere without the help of our staff, Bernadette, Lorraine, Betsy & Michael. My education, credentials, experience and staff give me the ability to integrate clients financial goals with smart investment and tax planning. I currently live in Wayne with my wife and 3 kids. The most challenging thing Ive done was a 30 day live-in program for students of Aikido, a Japanese martial art. I spent the month of July 2004 in Chicago, living and training with other like-minded Americans and Europeans, and eventually earning my black belt in July 2006, after 7 years of training.\

About MC2 Financial Advisers, Inc.

Independent, fee only, registered investment advisors in Newtown Square, serving small businesses and families throughout the Philadelphia area. We are CPAs and CFPs, who use all of our knowledge and experience to integrate clients' financial goals and plans with proper business, tax, retirement & estate planning. No selling. No commissions. No dinner seminars. Specializing in Vanguard funds.



Qualifications CRD# 1402904
Series 7, 10, 63

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets


Office Location # Office Center 270 270 Pierce Street,
Kingston,
PA 
18704
Phone Number (570) 2838140

I am a Certified Financial Planner. Our focus is to determine risk tolerance and return expectations. Our goal is to get the best return with the least amount of risk with the best cost. We use some of the best portfolio managers including the American funds, Legg Mason, West End, Anchor Capital and Vanguard. Our team specializes in retirement planning and professional portfolio management. Check our website at kingston retirement group to get an idea of our background in greater details.

About Janney Montgomery Scott LLC

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 your financial data, which includes current investments, income, assets, insurances and any debts or loans. Upon determining your goals and objectives, we then analyze the information and agree upon a financial plan. Once an investment plan is agreed upon, our team of specialists will work with your own independent tax and legal advisors. Our goal is to add value through a comprehensive planning approach. Regular portfolio reviews will then be scheduled to monitor your investments and rebalance as necessary. We will also discuss any life changes that may have occurred and the opportunities and challenges that they may present. This is what all present and future clients can expect. I welcome the opportunity to work with you as your investment partner.



Qualifications CRD# 2761018
Series 7, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee


Office Location 9043 Perry Highway,
Pittsburgh,
PA 
15237
Phone Number (412) 3673980

Brian J. Donley is a Certified Financial Planner ™ practitioner with many years of experience in the financial services industry and a founding partner of Summit Wealth Advisors. Brian and his partner, Doug Richey, created Summit Wealth Advisors to focus on client-advisor relationships. They are committed to guiding their clients to reach the summit of their financial goals, by understanding their dreams and deciding together on a path to get there. Brian’s interest in financial planning began at an early age when his parents instilled in him the benefits of hard work and saving money. His first job at a bank introduced him to the financial world and his love of helping people. This led Brian to Purdue University, where he graduated in 1992 with a Bachelor of Science degree with an emphasis in Financial Management. While not working, Brian enjoys the outdoors and biking on the hills of Western Pennsylvania and winter sports in the mountains of Colorado. As an Eagle Scout, he attends outings with his sons through the Boy Scouts of America. He also remains connected with Purdue University as the president of the local alumni chapter. Brian and his wife, Rachel, live in Pittsburgh, PA with their two children, Griffin and Liam.

About Summit Wealth Advisors

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, designing financial strategies based on our clients' personal goals. We are committed to the client-advisor relationship. Our clients can expect timely advice and service with an experienced and knowledgeable advisor. We seek to continually exceed our clients’ expectations through a comprehensive, long-term financial planning relationship. We are dedicated to pursuing excellence in all of our business practices. We achieve this through continual education, training and leadership in an ever changing financial services industry. Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. Securities and Advisory Services offered through Lincoln Financial Securities Corporation, Member FINRA/SIPC. Lincoln Financial Securities Corporation and Summit Wealth Advisors are not affiliated.



Qualifications CRD# 6327275
FirmCRD# 137658
Series 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee, Hourly


Office Location 901 University Drive Suite 100,
State College,
PA 
16801
Phone Number (814) 3259806

Ash Toumayants is the founder of Strong Tower Associates. For over a decade, he has helped hard-working people across Central Pennsylvania prepare for retirement. In order to gain access to the most beneficial financial tools and services for his clients, Ash decided to start his own firm. Fueled by a passion for helping people see through the veil of confusion that shrouds the financial world, his goal is to educate his clients so they can make more sound choices regarding their financial future.Ash graduated from Penn State in 2004 and currently lives in State College with his lovely wife, Noelle, and their two adorable kids.

About Strong Tower Associates

With secure financial planning, asset management, estate planning and wealth management. You can protect your assets and property you work so hard to earn. The financial advisors at Strong Tower Associates continue to build on our reputation for being one of the most sought-after firms in the Centre County region for creating and protecting personal wealth. Strong Tower Associates, founded by Ash Toumayants in 2013 works with individuals and families from a wide range of backgrounds. We develop financial planning strategies tailored to each person?s needs and situation. We offer the following services to our clients: Asset Management Financial Planning and Management Estate and Inheritance Planning Wealth Management We provide disciplined and most of all fee-only financial planning services. This means as fiduciaries we commit ourselves to the best course of action for you. We are not salespeople, stockbrokers or market timers?rather, we help you plan for retirement, mitigate investment risks, reduce costs and remain informed on your personal finances. If you want trusted advice from a local financial professional, turn to us.



Qualifications CRD# 4782267
FirmCRD# 143052
Series 7, 66

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Flat Fee


Office Location 600 Eagleview Blvd.,
Suite 300,
Exton,
PA 
19341
Phone Number (484) 3187188

After graduating from Penn State University with a B.S. in Chemical Engineering, I was lucky enough to meet with an advisor who helped me to start saving and investing. Unfortunately, I soon realized that the financial services industry is full of advisors working for themselves, instead of their clients. Years of underperforming investments, along with a general lack of concern for my goals from several advisors, led me to manage my own investments. And later, while working for Lucent Technologies during the Dot-com years, I had the opportunity to attend Lehigh University and graduate with an MBA in Finance. MBA fresh in-hand, I decided to pursue a career in finance. I worked in NYC for Barclays Capital where I soon learned that I preferred working with individuals as opposed to large institutions. I co-founded Schuylkill Financial in order to help everyday people plan for their future. Our business is centered around developing and setting realistic goals with our clients. To do that we need to be passionate about our clients and responsive to their needs as we help them clarify their financial picture. When I am not in the office, I love spending time with my wife and children, doing just about anything outdoors. Hiking and mountain biking are at the top of my list and I can usually be identified as the guy toting one of my 2 little ones on my back and dog by my side on many of Downingtowns trails.

About Schuylkill Financial LLC

Our partnership was founded on the basis of having a positive impact on people’s lives through investment and financial planning. We bring sophisticated planning techniques to busy individuals who lack the time to do it themselves, with over 40 years of combined banking and Wall Street experience. Client portfolios are carefully crafted using our expertise in market research, Individual Retirement Accounts, wealth management, college planning and estate planning.



Qualifications CRD# 2738353
FirmCRD# 121458
Series 63, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Hourly


Office Location 1515 Market Street,
Suite 1200,
Philadelphia,
PA 
19102
Phone Number (856) 2353830

About Our Founder Planning. Protecting. Preserving your retirement. One of Philadelphia's leading retirement transition specialists, Steve DeCesare, CFP®, is a second-generation Certified Financial Planner® professional who has spent the last decade of his career helping professionals transition into retirement with financial confidence. His multi-disciplinary planning approach works to ensure that the investment, income, tax and estate strategies are in place to achieve each of his client's financial and lifestyle goals for retirement. Steve specializes in offering guidance to corporate employees regarding their company sponsored retirement plans such as 401(k)s and pensions. He also advises on rollovers to and investment decisions within Individual Retirement Accounts (IRAs). Additionally, he helps employees who are facing workplace transition with the critical decisions and financial plan adjustments that need to be made to help ensure a smooth progression of their financial life as they enter into their next job or retirement. Steve is a CERTIFIED FINANCIAL PLANNER® professional and Investment Advisor Representative of DeCesare Retirement Specialists a Registered Investment Advisor. He is also life and health insurance licensed in the states of New Jersey and Pennsylvania. Steve is a member of the Financial Planning Association (FPA) and a recipient of the 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 Five Star Wealth Manager Award. As a financial resource, Steve has been quoted in numerous media outlets including USA Today, Money, Washington Post, The Wall Street Journal, and Bankrate.

About DeCesare Retirement Specialists

Other office location: 10,000 Lincoln Dr. E Ste 201 Marlton, NJ 08053. DeCesare Retirement Specialists is dedicated to providing a systematic,comprehensive, and a client-centric approach to financial planning. We are committed to helping you achieve your financial goals so that your savings can provide for your and your loved ones throughout retirement and thereafter. Our services include (but are not limited to): Retirement Planning, Investment Management, Financial Planning, E-Bridge Tracking Financial Software, Insurance Planning, Tax Planning, Estate Planning. DeCesare Retirement Specialists is an independent wealth management and retirement planning firm dedicated to helping make your life's hard work, work hard for you in retirement. Whether you are just beginning on the road to creating wealth, ready to cross over from the working years to the retirement years, or if you are already retired, we can help. Let DeCesare Retirement Specialists help you transition from work through life.



List of Additional Financial Advisors in Pennsylvania
Wachovia Securities, LLC Philadelphia, PA
Financial Independence Planning Holland, PA
Smith Barney Philadelphia, PA
Keystone Financial Group Exton, PA
Spire Investment Partners Pittsburgh, PA
Harvest Financial Partners Paoli, PA
Quigley & Murray Group of Wachovia Securities Jenkintown, PA
Bloom Financial Group Pittsburgh, PA
LPL Financial Lafayette Hill, PA
Acanthus Associates Prospect Park, PA
Spire Investment Partners Pittsburgh, PA
FiscalWise, Inc. Media, PA
Kemp Harvest Financial Group Harleysville, PA
Allied Financial Consultants, LLP Newtown, PA
Blue Bell Private Wealth Management, LLC Blue Bell, PA
McAdam FA Philadelphia, PA
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?