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Find the Best Financial Advisors in Pennsylvania

Pennsylvania, a state with a long and significant history and a relatively affordable cost of living, boasts a thriving and diverse population of over 12.8 million people. The state's financial industry is ever-expanding, offering a vast array of financial advisors, planners, and firms to assist individuals, families, and businesses with their financial management needs. WiserAdvisor can help individuals connect with vetted financial professionals who can provide guidance in navigating Pennsylvania's complex financial landscape. These trusted professionals offer invaluable support in areas such as retirement planning, investment strategies, wealth management, estate planning, and more. When it comes to finding a qualified and trustworthy financial advisor in Pennsylvania, WiserAdvisor can help connect individuals with vetted advisors who have been carefully screened for experience, credentials, and customer satisfaction.

Finding the Top Financial Advisor in Pennsylvania

Last Updated - April 16, 2024

Pennsylvania has 12 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Pennsylvania have an average of 28 years of experience.

NOTE: The list of vetted financial advisors in Pennsylvania mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Pennsylvania.

List of Qualified Financial Advisors in Pennsylvania

Financial Advisor Experience AUM Minimum Assets Fee Structure
Michael Marion
CFP®
MARION WEALTH MANAGEMENT
2790 Mosside Blvd,
Suite 640,
Monroeville, PA 15146
33 Years $230,000,000 Not Specified Fee-Based
Peter D. Shelp
AWMA®, CASL®, CFP®, CRPS®, CRPC®, ChFC®
JANNEY MONTGOMERY SCOTT LLC
613 Baltimore Drive Suite 202,
Wilkes Barre, PA 18702
31 Years Not Specified $500,000 Fee-Based
Gary Vassalotti
VIMCOR
1409 3rd Ave,
Suite 5,
Duncansville, PA 16635
36 Years $10,127,000 $50,000 Fee-Only
Mike Weber
CFP®
BLUE BELL PRIVATE WEALTH MANAGEMENT
470 Norristown Road,
Suite #305,
Blue Bell, PA 19422
17 Years Not Specified Not Specified Fee-Only
Scott McGraw
MERIT INVESTMENT MANAGEMENT
2 West Market Street,
Suite 100,
West Chester, PA 19375
30 Years $8,000,000 $0 Fee-Only
Eric Picker
PRUDENTIAL
2700 Kelly Road, Suite 100D,
Warrington, PA 18976
Not Disclosed Not Specified Not Specified Not Specified
Rebecca Pawuk
EDELMAN FINANCIAL ENGINES, LLC
1605 Carmody Court,
Building IV, Suite 100,
Sewickley, PA 15143
16 Years Not Specified Not Specified Fee-Based
Vanguard Personal Advisor
100 Vanguard Blv V26,
Malvern, PA 19355
Not Disclosed Not Specified Not Specified Fee-Based
Sterling Heights Financial Group
104 Rodgers Dr,
Lower Burrell, PA 15068
23 Years Not Specified $150,000 Fee-Based
Limerick Financial Group, LLC.
BCA, BCM, CDS,CES, CIS, CSS, CTS, CAS, RFC®, MSFS, BCE, CFS
675 N. Lewis Rd.,
Limerick, PA 19468
40 Years $5,800,000,000 $500,000 Fee-Only
Michael Scavullo
SOLEBURY INVESTMENT GROUP, LLC.
5266 Bailey Ct.,
Doylestown, PA 18901
20+ Years Not Specified $50,000 Fee-Based
Tower Bridge Advisors
CFP®, CFA®
300 Barr Harbor Drive, Suite 705,
West Conshohocken, PA 19428
Not Disclosed $1,800,000,000 $1,000,000 Fee-Only

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Information on Qualified Financial Advisors in Pennsylvania

Qualifications CRD# 2076025
Firm CRD# 315730
Series 63, 65

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 2790 Mosside Blvd,
Suite 640,
Monroeville,
PA
15146
Phone Number 412-372-3849

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

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# 1402904
Series 7, 10, 63

Compensation/Fee Fee-Based, Based on Assets


Office Location 613 Baltimore Drive Suite 202,
Wilkes Barre,
PA
18702
Phone Number 570-283-8140

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, Blackrock and Vanguard. Our team specializes in retirement planning and professional portfolio management. Check our website at www.shelpwealthadvisory.com to get an idea of our background in greater details.

About Janney Montgomery Scott LLC

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.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management


Qualifications CRD# 2563777
Firm CRD# 119009
Series 65

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


Office Location 1409 3rd Ave,
Suite 5,
Duncansville,
PA
16635
Phone Number 814-693-5093

I began my career as an Equity Analyst and Portfolio Manager for First American Bank, NA in Washington, DC. At first American, I covered many different sectors and countries. First Union National Bank subsequently acquired first American, where I continued as an equity analyst until joining a small independent investment counselor, Montag Management. After working for two years at Montag Management, setting up investment systems and procedures, I left and started VIMCOR in 1998. Wall street style research reports where generated and published by Investrends, Inc.

About Vimcor

Vimcor

VIMCOR is a registered investment advisor in the state of Pennsylvania. We offer discretionary and advisory only Investment Management and personal tax preparation. Investment accounts can be set up as IRA, Simple IRA retirement plants, 401k and Keogh plans, usually without a setup charge. All investment ideas are internally researched and must pass certain financial screens and parameters. Those that pass are then put into respective client portfolios based upon that clients needs and risk attributes.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services


Qualifications CRD# 4970493
Firm CRD# 134184
Series 65

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


Office Location 470 Norristown Road,
Suite #305,
Blue Bell,
PA
19422
Phone Number 484-221-5408

With over 17 years of experience in financial planning and investment management, I guide families and individuals to focus on living their best lives by being their trusted advisor in investment management and wholistic financial planning. Without an experienced "guide", financial planning can be complex, abstract, and confusing. Investment management takes time, knowledge, diligence, on-going oversight and a knowledgeable team. I am driven to bring my expertise to make my clients' lives easier, more fulfilling and to help them achieve their financial goals. ~Mike

About Blue Bell Private Wealth Management

Blue Bell Private Wealth Management

Blue Bell Private Wealth Management is a fee-only investment management firm located in suburban Philadelphia, founded over 20 years ago, and has an experienced team of investment advisors. Our goal is to permanently improve every client's financial position, simplify their lives, and achieve reliable investment results. Through a team effort, we seek to build and maintain long-term relationships using constant, effective communication and impeccable service.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts


Qualifications CRD# 4589494
Firm CRD# 149663
Series 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 2 West Market Street,
Suite 100,
West Chester,
PA
19375
Phone Number 484-473-8413

Scott McGraw is the founder & Chief Investment Officer of MERIT. He has over 29+ years of professional experience in investment management, investment banking & consulting in financial services. Scott earned his undergraduate degree in Finance at Boston College and his MBA in Finance at The Wharton School at the University of Pennsylvania. Scott resides in Kennett Square, PA with his wife & two children.

About MERIT Investment Management

MERIT Investment Management

MERIT helps client achieve financial success. Our comprehensive service includes financial planning, investment management & financial advisory services. MERIT is an independent Registered Investment Advisor (RIA) & a Fiduciary, working solely in our clients' best interests. We offer clients a high level of service, low fees and great value.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts


Qualifications CRD# 2825058
Firm CRD# 5685
Series 7, 52, 63, 66


Office Location 2700 Kelly Road, Suite 100D,
Warrington,
PA
18976
Phone Number 267-477-2018

Nothing compares to the feeling of helping a family or individual plan for their financial future.

Click HERE To Learn More About Eric Picker.

About Prudential

Prudential

The Value of Prudential

Challenges. Solutions. Confidence.

At Prudential, our work helps drive a simple, powerful series of events: one that begins when individual and institutional clients come to us with financial challenges, both great and small. It’s a process we’ve refined since 1875, thanks to a mindset guided by our business strength and the intelligence of our solutions – each a standard bearer in the market. With our strong balance sheet, solid capital position, and talent that ranks among our industry’s best, we’re committed to creating solutions that help deliver confidence to the lives of our clients. We look forward to taking on your challenges, too.

Guidance for your Financial Journey

When you work with a financial professional like me, you’ll do more than simply find a bridge between Prudential’s products and your financial concerns. You’ll also gain access to a network of professionals geared to help you meet the challenges of your financial life. It’s a relationship based on integrity. On trust. And on a commitment to helping you find financial confidence – at every step along the way, no matter your stage of life.

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For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window

Qualifications CRD# 5519119
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 1605 Carmody Court,
Building IV, Suite 100,
Sewickley,
PA
15143
Phone Number 724-900-2927

Since 2008, I've helped my clients plan for a secure future that delivers peace of mind. I understand that every client's life situation is unique, and I offer personalized planning to help them and their families achieve their life goals. In my free time, I enjoy spending time with family, reading a good book and exploring unique neighborhoods.

About Edelman Financial Engines, LLC

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 Firm CRD# 106715

Compensation/Fee Fee-Based


Office Location 100 Vanguard Blv V26,
Malvern,
PA
19355
Phone Number 800-211-7806

Vanguard Personal Advisor® gives you ongoing access to advisors who will always act in your best interests, a custom financial plan built to help withstand market volatility and economic shifts, strategies to maximize your income in retirement, and real-time tracking towards your goals. All at a low cost.

About Vanguard Personal Advisor

Vanguard Personal Advisor

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions. *Non-client promotion. WiserAdvisor receives compensation for anyone matched with Vanguard via its financial advisor matching service.

Advisory Services Provided:

Retirement Planning, Education Funding and Planning


Qualifications CRD# 5594657
Firm CRD# 6413
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets


Office Location 104 Rodgers Dr,
Lower Burrell,
PA
15068
Phone Number 412-965-2606

About Sterling Heights Financial Group

Sterling Heights Financial Group

Sterling Heights Financial Group, LLC was started to provide ethical, professional, financial guidance to business owners and retirement clients. As independent financial advisors, we have the ability to choose from many different carriers and investment options to provide the best financial plans possible for our clients. As fiduciaries, it is our duty to provide the highest standard of care, and always act in our clients' best interest. Our mission is to provide the best service to our clients at affordable fees, and to completely cut out the product incentives that many firms utilize. Our goal is for each of our clients to become raving fans of our service. You will never find an advisor pitching a product here; and we will be known as educators as opposed to salespeople. As a full service financial firm, we can handle almost any wealth management need. We also pride ourselves on our strategic relationships with other industry professionals to refer our clients to resolve their problems outside of financial services. We've helped hundreds of clients in Western Pennsylvania and Florida with their retirement, and wealth management needs, and look forward to being a valuable advisor to you and your family.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 1388119
Firm CRD# 141128
Series 6, 63, 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 675 N. Lewis Rd.,
Limerick,
PA
19468
Phone Number 610-495-7911

About Limerick Financial Group, LLC.

Limerick Financial Group, LLC.

When you know your clients as individuals and you care about their future, you don't let the lack of proper planning or markets destroy their dreams without stepping in and saying, "We need to do something different." That's where Limerick Financial Group comes in; We believe that building and following the proper plan will protect your assets in the long run and is considered the most important part of our job.. We strive to minimize losses in years when the market turns down and equal or outperform the market in good years. This is where Limerick Financial Group's proper planning and managed risk investment programs come into play. Limerick Financial Group is an Financial Planning and Investment Management Firm. We work exclusively on a fee-basis. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation. It also means that we are here for you, and offer ongoing advice for your plan. Our planning and investment management services are personalized. We strive to know our clients and create plans that fit who they are and their specific financial situation. We are risk adverse. Our clients don't like to lose money. Neither do we. At the same time, we believe there are opportunities to profit in every market environment. Our investment approaches actively seek those opportunities. Limerick Financial Group, we are not afraid of change. Financial markets are continually changing. Asset classes and investment styles cycle in and out of favor. Economies evolve, new technologies emerge, governments and people make mistakes. Our plans update and change in real time in response to the market. This belief is a critical difference between Limerick Financial Group and traditional industry practice.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 2537103
Firm CRD# 297811
Series 7, 24, 63, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 5266 Bailey Ct.,
Doylestown,
PA
18901
Phone Number 215-794-3393

About Solebury Investment Group, Llc.

Solebury Investment Group, Llc.

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


Qualifications Firm CRD# 115700
Series 65

Compensation/Fee Fee-Only


Office Location 300 Barr Harbor Drive, Suite 705,
West Conshohocken,
PA
19428
Phone Number 610-260-2222

About Tower Bridge Advisors

Tower Bridge Advisors

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. Tower Bridge Advisors manages over $1.8 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.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Pennsylvania (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
VANGUARD GROUP INC
100 Vanguard Blvd, V26, Malvern, PA 19355
675 208 $6,649,219,111,273
A Percentage of AUM, Other (ALLOCATED SHARE OF VANGUARD'S TOTAL COST OF OPERATIONS)
HAMILTON LANE
110 Washington Street, Suite 1300, Conshohocken, PA 19428
586 330 $856,992,911,981
A Percentage of AUM, Fixed Fees, Performance Based
FEDERATED INVESTMENT MANAGEMENT COMPANY
1001 Liberty Avenue, Pittsburgh, PA 15222-3779
101 80 $420,303,833,453
A Percentage of AUM, Other (ADDITIONAL FEES BASED ON GROSS INCOME.)
VANGUARD GLOBAL ADVISERS, LLC
100 Vanguard Boulevard, Malvern, PA 19355
201 151 $337,512,332,679
A Percentage of AUM
VANGUARD ADVISERS, INC.
100 Vanguard Blvd, Malvern, PA 19355
2124 634470 $299,191,714,649
A Percentage of AUM, Fixed Fees
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST
610 Market Street, Philadelphia, PA 19106
657 407 $191,883,504,410
A Percentage of AUM, Fixed Fees, Performance Based
SEI INVESTMENTS MANAGEMENT CORP
One Freedom Valley Drive, Oaks, PA 19456
406 75194 $180,855,686,165
A Percentage of AUM, Fixed Fees, Performance Based
FEDERATED INVESTMENT COUNSELING
1001 Liberty Avenue, Pittsburgh, PA 15222-3779
210 6832 $164,772,846,686
A Percentage of AUM, Performance Based
PFM ASSET MANAGEMENT LLC
213 Market Street, Harrisburg, PA 17101-2141
227 1871 $153,839,195,608
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
HARTFORD FUNDS
690 Lee Road, Wayne, PA 19087
372 78 $122,211,169,145
A Percentage of AUM, Other (FEES RELATED TO 529 PLANS AND MODEL RECOMMENDATIONS.)
LINCOLN FINANCIAL INVESTMENTS CORPORATION
150 N. Radnor - Chester Rd, Radnor, PA 19087
115 124 $82,766,709,648
A Percentage of AUM
JANNEY MONTGOMERY SCOTT LLC
1717 Arch Street, Philadelphia, PA 19103
2242 216397 $73,000,611,319
A Percentage of AUM, Fixed Fees, Commission Based, Other (FEE PLUS COMMISSION)
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC
1735 Market Street, Suite 1800, Philadelphia, PA 19103
237 1176 $54,376,358,142
A Percentage of AUM, Performance Based, Other (ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS)
ABRDN INC.
1900 Market Street, Suite 200, Philadelphia, PA 19103
266 135 $52,096,926,901
A Percentage of AUM, Fixed Fees, Performance Based, Other (REIMBURSEMENT OF EXPENSES (PER PART 2A))
MORGAN STANLEY AIP GP LP
100 Front Street, Suite 400, West Conshohocken, PA 19428
193 201 $30,397,758,633
A Percentage of AUM, Performance Based

    Frequently Asked Questions

    Financial advisors listed on our directory for the state of Pennsylvania provide a variety of financial services such as investment planning, retirement planning, wealth management, education planning, tax planning, estate planning, and more. Do check the "Advisory Services Provided" section to confirm which services are provided by each advisor. To further explore how a financial advisor can support you in your specific financial situation read who financial advisors are and what they do.

    Financial advisors in Pennsylvania may charge for their services in several ways, including:

    Fee-only: Charging a flat fee, or a percentage of assets under management for their services.

    Fee-based: Charging a combination of fees and commissions.

    Commission-based: Earning a commission on the financial products they sell to clients.

    It's important to understand how your financial advisor is compensated, as this can affect their recommendations and potentially create conflicts of interest. To better understand how our network of financial advisors may charge for their services, read more on what are the costs of hiring a financial advisor.

    When choosing a financial advisor in Pennsylvania, it's important to conduct initial research. Consider their experience, credentials (CFP, ChFCs, CFAs, etc.), education, compensation method, and adherence to a code of ethics. It is also important to check for any disciplinary actions or complaints using the FINRA BrokerCheck tool to evaluate financial advisors for any disciplinary actions or complaints. Follow our guide on using BrokerCheck to research an advisor. For further information, refer to the guide on choosing the best financial advisor in Pennsylvania.

    Our directory for the state of Pennsylvania features various types of financial advisors, including:

    Investment advisors and portfolio managers: These advisors specialize in managing investment portfolios and offer personalized advice tailored to your financial goals.
    Wealth managers: They provide comprehensive financial services, including investment management and estate planning to help you build and protect your wealth.
    Financial planners: These advisors assist with financial areas such as budgeting, saving, and goal planning. They help create a holistic financial plan to guide your financial decisions.
    Retirement planners: These advisors provide guidance on retirement savings, income streams, and investment strategies to help individuals achieve a secure retirement.
    Robo-advisors: Utilizing technology-driven platforms, these advisors offer automated investment solutions. They leverage algorithms and algorithms to manage and optimize your investment portfolio.

    And more. To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.

    Financial advisors and financial coaches in Pennslyvania differ in the services that they offer. Financial advisors offer financial services, including investment management, retirement planning, wealth management, etc., while financial coaches prioritize a client's mindset and behavior related to money. Instead of providing financial advice or services, coaches help clients develop healthier financial habits and try to transform the client's relationship with money for overall well-being.

    Before hiring a financial advisor in Pennsylvania, it's important to ask the right questions to ensure that they are a good fit for your needs and goals. Some questions to consider asking include:

    1. What are your qualifications and credentials?

    2. How do you charge for your services?

    3. What types of clients do you typically work with?

    4. Can you provide references or testimonials from current or past clients?

    5. How will you communicate with me and how often?

    6. What is your approach to risk management?

    To further narrow down your list of potential advisors best suited to your financial needs, consider using these eight additional questions to ask financial advisors.