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Personalized advice for portfolio size
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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.
Pennsylvania
has
13
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
1864
non-vetted advisors in your local area. These financial advisors in
Pennsylvania
have an average of
21
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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Barbara Rowens Financial
RICP®, CDFA® BARBARA ROWENS FINANCIAL 4201 Lilac Ct., Upper Gwynedd, PA 19446 |
17 Years | $30,000,000 | $50,000 | Fee-Based |
|
Keith B Hawk
Accredited Asset Management Specialist (AAMS®), AAMS® HAWK FINANCIAL GROUP 400 Northampton St., Suite 300, Easton, PA 18042 |
22 Years | Not Specified | $50,000 | Fee-Based |
|
Peter D. Shelp CFP ®
AWMA®, CRPS®, CRPC®, Accredited Wealth Management Advisor(AWMA), ChFC® JANNEY MONTGOMERY SCOTT LLC 613 Baltimore Drive Suite 202, Wilkes Barre, PA 18702 |
31 Years | Not Specified | $500,000 | Fee-Based |
|
Richard Catanese
AIF® INDEPENDENCE SQUARE ADVISORS 150 South Warner Road, Suite 300, King Of Prussia, PA 19406 |
22 Years | Not Specified | $100,000 | Fee-Based |
| 10 Years | Not Specified | $100,000 | Fee-Only | |
| 40 Years | $15,000,000 | $250,000 | Fee-Only | |
|
Mike Weber
CFP® BLUE BELL PRIVATE WEALTH MANAGEMENT 470 Norristown Road, Suite #305, Blue Bell, PA 19422 |
17 Years | $550,000,000 | $100,000 | Fee-Only |
| 11 Years | Not Specified | $100,000 | Fee-Only | |
| Not Disclosed | Not Specified | $0 | Fee-Based | |
|
Vanguard Personal Advisor Services
VANGUARD PERSONAL ADVISOR SERVICES 100 Vanguard Blv V26, Malvern, PA 19355 |
Not Disclosed | Not Specified | Not Specified | Fee-Based |
|
Sterling Heights Financial Group
STERLING HEIGHTS FINANCIAL GROUP 104 Rodgers Dr, Lower Burrell, PA 15068 |
23 Years | Not Specified | $10,000,000 | Fee-Based |
| 20+ Years | Not Specified | $50,000 | Fee-Based | |
|
Tower Bridge Advisors
CFP®, CFA® TOWER BRIDGE ADVISORS 101 West Elm Street, Suite 355, Conshohocken, PA 19428 |
Not Disclosed | $1,800,000,000 | $1,000,000 | Fee-Only |
Qualifications
CRD# 5020083
Firm CRD# 17839
Series 6, 63, 65
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
4201 Lilac Ct.,
Upper Gwynedd,
PA
19446
Phone Number
215-355-0989
I am the Founder of Barbara Rowens Financial, a full service, woman-owned financial advising and wealth management firm located in Upper Gwynedd, PA. My education and career has spanned several fields, which is why I am able to provide my clients with a multidisciplinary approach to help them pursue their goals and live life to the fullest. My personal touch and commitment to you is evidenced by the way we work together. I provide a great client experience and the attention each one deserves. My goal is to add convenience to your life and services are designed to do just that. Whether providing investment management, end-to-end financial planning services or working in tandem with your other professionals, I am on your team to offer simplicity and clarity. I want to understand your life so that your financial plan can be designed with your unique needs and personal goals in mind. Together, we will monitor your plan to make sure you are still on track to pursue your goals. My passion is educating and empowering clients and their families to take control of their future. We do this together through investment management, insurance solutions, retirement planning, and estate planning. Here's how it works: * First I get to know you, your goals, and your risk tolerance. * Next, I identify how I can help solve for your needs and priorities. * Then I go over the strategy and the all-in market-value fee that aligns with your plan. I live in Upper Gwynedd not far from Montgomery County Community College. I have one son and a granddaughter who also live in the area.
The financial world can be difficult to navigate. It's important to have a financial planning expert on your side. Whether you are in the beginning stages of your career, needing investment management, insurance solutions, planning for your child's education, or retirement planning, you need a solid plan in place to feel confident that you'll be able to weather life's major changes. As a former educator, I believe in giving my clients the right information they need to feel knowledgeable and informed about their financial investments, working collaboratively with each client to explain and create that solid financial plan. Every client has unique financial circumstances and challenges. The foundation of my business is my ability to listen to and learn about short and long-term goals, both personal and professional, in order to develop an individual financial road map for each and every client to create, grow, manage and preserve wealth.
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, Insurance Products & Annuities
Qualifications
CRD# 3069413
Firm CRD# 144434
Series 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
400 Northampton St.,
Suite 300,
Easton,
PA
18042
Phone Number
610-500-5000
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.
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."
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 1402904
Series 7, 10, 63
Compensation/Fee Fee-Based
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.kingstonretirementgroup.com to get an idea of our background in greater details.
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# 4206931
Firm CRD# 300139
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets
Office Location
150 South Warner Road,
Suite 300,
King Of Prussia,
PA
19406
Phone Number
610-520-1500
As an Accredited Investment Fiduciary (AIF®), Richard Catanese has been providing clients with solutions to their wealth management needs for over 20 years. A retirement consultant that has helped a variety of individuals transition into and navigate their retirement and other financial goals. From blue collar factory workers to teachers, business owners and corporate professionals, Richard has the experience to assist with the critical decisions involving retirement, whether to fund that dream home or build a family educational foundation. Richard uses a consultative approach to wealth management that incorporates a structured planning-based process. He is is a member of the Financial Planning Association (FPA) and a recipient of the 2021 and 2022 Five Star Wealth Manager Award.
Independence Square Advisors is an independent wealth management consulting firm with a simple mission; to support yours. We work with individual investors and business owners across the country so that they can spend less time working and instead focus on doing what they love. Our community of professionals seeks to add value to your life and business through private wealth management, retirement plan consulting, and thoughtful insurance protection.
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, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
CRD# 6218725
Firm CRD# 323625
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
101 Lindenwood Dr Ste 225,
Malvern,
PA
19355
Phone Number
484-205-9669
I've been in financial services since graduating from West Chester University in 2012, when I started as an intern at National Penn Bank. Since then, I've gone on to work for PNC Bank, Vanguard, and most recently started an RIA with my business partner and friend, John Gormley. I also received my MBA from Villanova University in May of 2020.
Goshen Capital is concerned with two things: making sure you understand how and why you're paying us, and providing the most objective, honest advice we can. We take our roles as fiduciaries very seriously. We make every effort to provide upfront, transparent, and fair prices for the services we offer, and clearly communicate why we're worth it. We view our roles in your financial life not just as advisors, but as educators, giving you the knowledge necessary to make good financial decisions at all times in your life, not just when you talk to us. So if you're looking for an advisor promising outsized returns or "secret" retirement income solutions, move on to the next advisor. If you want an advisor here to educate, inform, and put your interests first, then pick up the phone and give us a call and see how we can help you.
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
Qualifications
CRD# 1497037
Firm CRD# 1497037
Series 7, 24
Compensation/Fee Fee-Only, Based on Assets
Office Location
2048 Remington Dr.,
Chester Springs,
PA
19425
Phone Number
302-367-6856
James began his career at Bankers Trust Company as a commercial lending officer before transitioning to BTCo.s trading desk where he was an institutional bond salesman and subsequently underwrote and traded Federal Agency bonds such as Federal Farm Credit Bank, FNMA and Federal Home Loan Bank bonds. Decamping from New York, James held senior positions with Wilmington Trust Company, T. Rowe Price, Acadian Asset Management, Zurich Capital Markets and Morgan Stanley before joining Merrill Lynch. In addition to holding the preeminent industry designation as a Certified Financial Planner®, James holds degrees from Trinity College in Hartford CT (B.A. English/Political Science) and New York University Stern School of Business (M.B.A.). Originally from Wilmington, DE, he has two grown children, two grandchildren and lives with his wife in Chester Springs, PA.
Joppa Mill Advisors Ltd. represents the culmination of James' experience as a Financial Advisor with Merrill Lynch and a successful and rewarding thirty-five year career on Wall Street in institutional asset management and capital markets. Drawing on decades of financial markets experience, James provides his clients with a disciplined, goals-based decision-making framework to help them align their personal assets with their financial objectives. As an independent advisor, our clients can be assured that their goals and best interests are always paramount and our recommendations are conflict-free.
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, Insurance Products & Annuities
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 the financial services industry, I guide families and individuals to focus on living their best lives by being their trusted advisor in investment management and wholistic financial planning. Financial planning can be complex. Investment management takes time, knowledge, diligence and on-going oversight. I am driven to bring my expertise to make my clients' lives easier, more fulfilling and to help them achieve their financial goals. I work closely with trusted professionals in the areas of tax, estate, lending and insurance to help ensure the efficient implementation of life's planning needs.
Blue Bell Private Wealth Management is a fee-only investment management firm located in suburban Philadelphia. 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
Qualifications
CRD# 5798021
Firm CRD# 291571
Series 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
12 Penns Trail, Suite 501,
Newtown,
PA
18940
Phone Number
267-429-4508
Adam Amorn, the sole initiator of Premier Prosperity Advisors LLC, has had years of experience working at Merrill Lynch. After leaving Merrill Lynch in 2017, Adam was inspired to start his own business where he could have more flexibility and put the clients first. What sets our company apart is how we deal with our customers. Our level of service, attention to detail and experience in financial planning are elements which set us apart from other firms. We are not constrained to one specific type of investment and can plan/advise according to our clients needs and goals. Whether you require us to secure a future financial plan for you, a retirement plan or manage your wealth, we are here to offer our services.
Premier Prosperity Advisors is on a mission to help you secure a brighter future for yourself and your family. Our investment management company offers financial services to small businesses, professionals and families. We listen to your needs to understand your financial situation thoroughly. Once we have a clear picture of your needs and goals, we put together a tailored financial plan for you.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Qualifications
CRD# 4987956
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Based on Assets
Office Location
2820 West 23rd Street,
Suite 204 & 205,
Erie,
PA
16506
Phone Number
814-520-5511
Gilles R. Mulard, CRPC® is currently a Financial Advisor with LPL, and had been a Financial Advisor with Waddell & Reed since March 2012, and is associated with the financial industry since 2005. He is an alumnus of the Cornell and Essec business school, and has earned the Charted Retirement Plan Counselor® designation and licensed to handle Long-Term Care.
Gilles concentrates his practice and on-going advice in the areas of long-term planning, Individual securities valuations and insurance. Gilles also works with individuals, families, and small business owners in other areas that affect their financial well-being.
Our mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring. How do we do this? By working closely with you throughout all of life's stages. From buying your first home to planning for your newborn's college education, from deciding how to take your retirement distributions to planning your estate, we'll be there every step of the way, listening, planning and advising. Also located at 403 Downing Drive, Chardon, OH 44024
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
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 Services® 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.
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
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, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Qualifications
CRD# 2537103
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
Please see my website for all information about myself and my firm.
Qualifications
Firm CRD# 115700
Compensation/Fee Fee-Only
Office Location
101 West Elm Street, Suite 355,
Conshohocken,
PA
19428
Phone Number
610-260-2222
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 68 | 83820 | $41,979,351,312 | A percentage of AUM, Fixed fees, Performance Based
|
|
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
201 King Of Prussia Road, Suite 600, Radnor, PA 19087 |
62 | 54 | $11,837,165,977 | A percentage of AUM, Performance Based
|
| 11 | 42 | $1,397,838,039 | A percentage of AUM
|
|
| 4 | 1289 | $1,259,530,682 | A percentage of AUM, Performance Based
|
|
| 9 | 66 | $917,897,725 | A percentage of AUM, Fixed fees
|
|
| 14 | 800 | $717,280,673 | A percentage of AUM
|
|
| 10 | 18 | $561,319,875 | A percentage of AUM, Performance Based
|
|
| 3 | 235 | $486,282,826 | A percentage of AUM
|
|
| 4 | 10 | $406,882,886 | A percentage of AUM, Hourly charges, Fixed fees, Other (% OF ASSETS UNDER ANOTHER ADVISER'S MANAGEMENT)
|
|
| 9 | 1544 | $335,114,693 | A percentage of AUM
|
|
| 8 | 187 | $322,607,893 | A percentage of AUM
|
|
| 20 | 540 | $312,009,351 | A percentage of AUM, Other (FIRM MAY RECEIVE ADVISORY FEES FROM ACCOUNTS REFERRED TO OUT.ADV)
|
|
| 3 | 78 | $174,452,323 | A percentage of AUM
|
|
| 0 | 2 | $144,035,627 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 1 | 95 | $90,000,000 | A percentage of AUM, Performance Based
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 1787 Sentry Pky W, Bldg 18 Ste 440, Blue Bell, PA 19422 | 215-274-2575 | |
| 2300 E Lincoln Hwy, Ste 140, Langhorne, PA 19047 | 267-202-0454 | |
| 300 Granite Run Dr, Ste 300, Lancaster, PA 17601 | 717-519-4940 | |
| 227 Demar Blvd, Canonsburg, PA 15317 | 724-916-2233 | |
| 3803 West Chester Pike, Ste 200, Newtown Square, PA 19073 | 610-892-4401 | |
| 381 Mansfield Ave, Suite 400, Pittsburgh, PA 15220 | 412-552-8031 | |
| 1570 Omega Dr, Pittsburgh, PA 15205 | 412-922-7700 | |
| 1049 Lancaster Avenue, Berwyn, PA 19312 | 610-964-1344 | |
| 160 Hershey Rd, Elizabethtown, PA 17022 | 717-367-0494 | |
| 73 E. Forrest Avenue, Suite 390, Shrewsbury, PA 17361 | 717-235-5565 |
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?
