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Find Top Financial Advisors in Pennsylvania


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Pennsylvania. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor 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 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
Peter D. Shelp,CFP®,
Janney Montgomery Scott LLC
# Office Center 270 270 Pierce Street,
Kingston, PA  18704
(570) 283-8140
Scott Bombeck, CFP®,
Acanthus Associates
211 Lazaretto Rd,
Prospect Park, PA  19076
(877) 956-7526
Susan Allan,
Stifel Nicolaus
20 Ash Street #400,
Conshohocken, PA  19428
(610) 567-1966
Chris Makosch,
Schuylkill Financial, LLC
711 Spring Street,
Reading, PA  19610
(610) 670-1656
Ty McGilberry,
Pegasus Financial Planning | Lincoln Financial Advisors
850 Cassett Rd,
Berwyn, PA  19312
(610) 505-0638
Nick Filippo,
Tower Bridge Advisors
101 West Elm Street, Suite 355,
Conshohocken, PA  19428
(610) 260-2222
Joseph G. Salpietro,ChFC®,
XPYRIA Investment Advisors
401 Liberty Ave,
Pittsburgh, PA  15222
(412) 232-3310
Mike Weber CFP®,
Bluesphere Advisors LLC
2108 Dekalb Pike,,
Norristown, PA  19401
(610) 277-1515
Greg Dexheimer,
Financial Engines Advisors, LLC
2308 Patton Road Suite G,
Harrisburg, PA  17112
(717) 540-7992
Kris Nuttall,
Financial Engines Advisors, LLC
Foster Plaza 5 651 Holiday Dr Suite 300,
Pittsburgh, PA  15220
(724) 779-7795
Zach Fletcher,
Financial Engines Advisors, LLC
225 Wilmington West Chester Pike,
Chadds Ford, PA  19317
600 West Germantown Pike,
Plymouth Meeting, PA  19462
(610) 239-8323
Harry Berman,
Financial Engines Advisors, LLC
1275 Glenlivet Dr. Suite 100,
Allentown, PA  18106
(484) 224-3056
Kris Nuttall,
Financial Engines Advisors, LLC
201 Penn Center Blvd,
Pittsburgh, PA  15235
Pittsburgh I - Wexford,
Sewickley, PA  15143
(724) 779-7795
Glen Harding,
Harding's Wealth Managers
1310 Route 209,
Gilbert, PA  18331
(570) 977-7417
Ethan Quirin,
Financial Dogma
13 Eisenhower Dr.,
Malvern, PA  19355
(610) 812-0868
Brian J. Donley CFP®,
Summit Wealth Advisors
9043 Perry Highway,
Pittsburgh, PA  15237
(412) 367-3980
Ben Agostino BFA (TM),
Agostino Financial Management, Inc.
2012 Market Street,
Camp Hill, PA  17011
(717) 963-7150
Anthony Chirchirillo, CFP©,
McAdam FA
1880 John F. Kennedy Blvd,
Philadelphia, PA  19103
(215) 399-9360
Doug Charney,
Charney Investment Group
700 South 28th Street,
Harrisburg, PA  17103
(717) 232-6974
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 I am a Fee-Based financial professional, 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# 1402904
Series 7, 10, 63

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


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

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# 3042556
FirmCRD# 2882
Series 6, 7, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 211 Lazaretto Rd,
Suite 9F,
Prospect Park,
PA 
19076
Phone Number (877) 9567526

About Acanthus Associates

Acanthus Associates is a client-focused financial services firm providing wealth protection strategies, asset management and financial and estate planning to individuals and businesses. Our core belief is to provide the best advice we possibly can to our valued clients. As we are an independent firm we are not influenced or limited to using proprietary financial products by a parent company.



Qualifications CRD# 4247593
Series 6, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions


Office Location 20 Ash Street #400,
Conshohocken,
PA 
19428
Phone Number (610) 5671966

About Stifel Nicolaus

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



Qualifications CRD# 4976405
Series 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


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

Why I decided to become a financial advisor: Todays 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# 4791442
Series 6, 7, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 850 Cassett Rd,
100 Berwyn Park Suite 200,
Berwyn,
PA 
19312
Phone Number (610) 5050638

Ty was born in Philadelphia, grew up in Yeadon Delaware County, and has lived in the greater Philadelphia area the majority of his life. He graduated from Monsignor Bonner High School in Drexel Hill, PA. After high school he received both his bachelor's and master's degrees from Pennsylvania State University in Business Administration. After receiving his bachelor's degree from Penn State, Ty worked at the mutual fund giant Vanguard for over 10 years. During his time at Vanguard, he served and educated individual investors, retirement plan sponsors & participants, and financial advisor markets. In his various roles, Ty focused on teaching investors how portfolio costs and fees can erode being able to reach investment goals. After leaving Vanguard, Ty joined an independent firm inMedia, Pa as a financial advisor. There he built on his foundation of investment knowledge from Vanguard by adding in the comprehensive financial planning process used at the firm. In 2017, Ty joined Lincoln Financial as a Financial Planner. With Lincoln Financial Advisors, Ty joined one of the nation's largest independent advisor networks. Bring additional resources to his clients to help them reach their financial goals. Outside of work, Ty is a dedicated family man. He volunteers and serves on the boards of multiple charities. With his background he mentors young professionals entering the work force and he speaks at multiple seminars on financial topics.

About Pegasus Financial Planning | Lincoln Financial Advisors

Pegasus Financial Planning is the marketing name for registered representatives of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker- dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Advisors - an independent broker-dealer with a national network of financial professionals - provides integrated, personalized solutions and fee-based financial planning to help business owners, professionals, executives and retirees develop complex estate, business succession, retirement and investment plans. Lincoln Financial Advisors, a broker/dealer (Member SIPC) and a registered investment advisor, is an affiliate of Lincoln Financial Group, the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. Lincoln Financial Group has a proud history of helping empower Americans to take charge of their financial lives with confidence and optimism.



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

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 monthly webinars to provide additional insights into the markets and our thought process. 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# 2857692
FirmCRD# 106438
Series 63, 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee, Hourly


Office Location 401 Liberty Ave,
Ste. 550,
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# 4970493
FirmCRD# 283972

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee


Office Location 2108 Dekalb Pike,,
Norristown,
PA 
19401
Phone Number (610) 2771515

Michael holds the following qualifications: Certified Financial Planner (CFP) Bachelor of Science Economics, Penn State University Michael has been in this industry for over 10 years. Michael is married to wife Kate and they live in Bridgeport, PA with their son Jake and American bulldog Hank. Michael is passionate about golfing, fishing and cooking.

About Bluesphere Advisors LLC

We act as Fiduciary to our clients. We bring our knowledge and experience to work with our clients in their investment and financial decision making process. Core fundamental research and an understanding of global financial and economic conditions drives our investment management process. In depth financial planning process helps us understand the nuances of our client's financial situation and design an explicit financial plan that meets client needs and expectations. Our hands on implementation processes ensures thorough execution that meets client expectations. Most importantly we are constantly evolving to stay on top of the investment advisory industry.



Qualifications CRD# 2507426
FirmCRD# 104510
Series 7, 24, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 2308 Patton Road Suite G,
Harrisburg,
PA 
17112
Phone Number (717) 5407992

Joined Financial Engines in 2018. Began his career in the financial services industry in 1994. Successfully completed the Series 7, 24, 63, and 66 examination(s) administered by FINRA. Bachelor's degree in Sociology & Business from SUNY Albany. Married to Jennifer. They have three children: Michael, Erin and AJ. Greg has 3 cats and enjoys camping with his family, photography and music.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5912151
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location Foster Plaza 5 651 Holiday Dr Suite 300,
Pittsburgh,
PA 
15220
Phone Number (724) 7797795

Joined Financial Engines in 2016. Began his career in the financial services industry in 2010. Successfully completed the Series 7,6, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning Counselor℠ (CRPC®) certification(s). Bachelor's degree in Business Administration from Washington and Jefferson College. Married to Lauren. Christopher enjoys spending time with his family and friends, doing outdoor activities, and watching Pitts

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5742628
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 225 Wilmington West Chester Pike,
Suite 200,
Chadds Ford,
PA 
19317
Phone Number (610) 2398323

Office Location 600 West Germantown Pike,
Suite 100,
Plymouth Meeting,PA  19462

Joined Financial Engines in 2014. Began his career in the financial services industry in 2007. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Millersville University. Hometown is Downingtown, PA. Zach enjoys golfing, working out, and Philadelphia sports.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 2190861
FirmCRD# 104510
Series 4, 6, 7, 24, 26, 53, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 1275 Glenlivet Dr. Suite 100,
Allentown,
PA 
18106
Phone Number (484) 2243056

Joined Financial Engines in 2007. Began his career in the financial services industry in 1982. Successfully completed the Series 4, 7, 24, 53, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Master's degree in Finance and Marketing from University of Connecticut and Bachelor's degree in English from University of Rochester. Married to Michele. They have two children: Matthew and Hannah. Harry enjoys music, reading, movies, sailing, and spending time with family.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 3239539
FirmCRD# 104510
Series 7, 24, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 201 Penn Center Blvd,
Suite 400,
Pittsburgh,
PA 
15235
Phone Number (724) 7797795

Office Location Pittsburgh I - Wexford,
1605 Carmody Court Suite 100,
Sewickley,PA  15143

Joined Financial Engines in 2006. Began his career in the financial services industry in 1999. Successfully completed the Series 7, 24, 63, and 65 examination(s) administered by FINRA. Bachelor's degree in Finance from Penn State University. Hometown is Pittsburgh, PA. Kris enjoys golfing, marathon running, and is season ticket holder for the Pittsburgh Penguins.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 4221841
FirmCRD# 139542
Series 7, 24, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 1310 Route 209,
Suite 102,
Gilbert,
PA 
18331
Phone Number (570) 9777417

Glen Harding, owner and President of Harding's Wealth Managers (HWM), a Registered Investment Advisory firm (RIA) has been working in the investment advisory field for 18 years. HWM has been an RIA since March 2006. Glen is a former member of the South African Police Force, and spent 10 Years in the British Army as a soldier in the 1st Battalion the Black Watch (RHR) and served in Germany, Scotland, England, Northern Ireland and West Berlin. In 1990, Glen arrived on the shores of the United States, and started working for the British Information Services, on the Northern Ireland Desk. In 2000, Glen decided to further his interest in the Financial Markets, and began his career as an Investment Advisor in East Stroudsburg, PA. Glen created HWM in 2006, which is located in Gilbert, PA. Glen is married to Brigid, and lives in Lehighton, PA. He is a dog lover, and has 3, loves golf, scuba diving, traveling, gardening, cooking, and classical music.

About Harding's Wealth Managers

Harding's Wealth Managers (HWM) is a Registered Investment Advisory firm registered with the Pennsylvania Dept of Banking and Securities. HWM is a fee based firm, and has a Fiduciary responsibility to it's clients. We do not put our clients in mutual funds as we believe that that is unethical. Our clients pay us a fee to manage their investments, if we were to pass the management of those investments to a mutual fund company our clients would be paying twice for the service, hence we believe that doing such a thing is unethical. Our clients, can expect that we will be managing their assets, taking into account, risk tolerance, time horizon and client expectation of returns.



Qualifications CRD# 5630137
Series 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly, Subscriptions


Office Location 13 Eisenhower Dr.,
Malvern,
PA 
19355
Phone Number (610) 8120868

Financial Dogma was inspired by my wife and five kids two of the human variety and three of the canine variety. They provide me with a unique perspective on how to think about goals while creating practical rules and guidelines to achieve them. This helps make meeting those goals fun and ultimately achievable. Because Financial Dogma continues to be inspired by my kids and dogs, both educating and giving back to canine charities are core values that are central to our brands mission. I am an attorney licensed to practice in PA and have been practicing since 2005, as well as securities licensed financial advisor who has been in practice for ten years. Additional information can be found at www financialdogma com

About Financial Dogma

A full service, comprehensive wealth management firm, serving clients from early-stage investors to individuals entering retirement. Services provided include Investment Management, Financial Planning, Life and Disability Insurance, Legal and Estate Planning. Financial Dogma is a Different Breed of Financial Services that stresses our fundamental values of transparency, our desire to make a positive impact in the community and the love of all our clients, no matter how big or small they may be. Veterans and Active members of the Military receive a 25% discount on the cost of services.



Qualifications CRD# 2761018
Series 7, 63, 65

Compensation/Fee I am a fee-based financial professional, 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# 3244566
Series 7, 24, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Subscriptions


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

Ben Agostino was raised in Camp Hill and attended Camp Hill Schools. His parents, Domenick and Antonetta owned and operated Domenick Agostino Custom Tailoring, a successful tailor shop located at 2012 Market St. in Camp Hill. The tailor shop was home to Ben, where much of his time was spent. Ben was avidly involved in Camp Hill sports, playing soccer, baseball, basketball, and swim team. He also played the saxophone and participated in the Camp Hill concert, marching, and jazz band programs. After graduating from Camp Hill High School, Ben went on to graduate from the University of Pittsburgh. A few years after graduation, Ben met his wife Jaime, of Boiling Springs. They met while working together at a local financial services company. A couple of years later, Ben and Jaime married and had two children. Although Camp Hill was home to Ben, his professional career as a Financial Advisor began to flourish, which led he and his family to relocate to the Hershey area. Although his investment advisory business grew to several hundred clients, he always hoped to one day return home to Camp Hill. Life sometimes works in interesting ways and the stars aligned for Ben and his family! The tailor shop space became available and Ben saw this as his opportunity to transition his business and family life back to Camp Hill. With much planning and hard work, Ben moved his business to Camp Hill and opened Agostino Financial Management, Inc.

About Agostino Financial Management, Inc.

Welcome to Agostino Financial Management, Inc. A Financial Planning, Wealth Management, Insurance and Behavioral Finance Firm We are committed to helping you build and maintain the retirement you envision. Research shows that traditional financial services are important but only part of the story. Approximately 80% of your portfolio returns are attributed to your savings and investment behaviors and decisions. By nature, we as human beings are often heavily influenced by our emotions and biases, which often lead us to less than effective decision making. To provide our clients with the best and most complete financial services experience, we combine traditional with behavioral financial services. In addition to 20 years of experience in traditional financial planning and portfolio management, we are also one of the few advisors certified in behavioral finance, providing our clients the missing and possibly the most important piece to their overall success. We have effectively combined the two so our clients can benefit from a comprehensive approach to a well planned future. Make better financial decisions today and be well prepared for tomorrow with Agostino Financial.



Qualifications CRD# 4439304
Series 7, 24, 51, 66


Office Location 1880 John F. Kennedy Blvd,
Suite 1600,
Philadelphia,
PA 
19103
Phone Number (215) 3999360

Anthony is the lead financial advisor in charge of business development and relationship management. He has been a practicing financial advisor for over fifteen years working with individuals focusing on upcoming retirement and helping navigate through unexpected financial events. Having spent time in field leadership as well as C level responsibilities, Anthony has worked on thousands of client cases and brings that perspective to his clients. Anthony joined McAdam in September 2008 to lead and train the advisor organization focused in the Mid-Atlantic region. His career started with American Express Financial Advisors in 2001 (Ameriprise Financial) as a financial planner, field leader and was eventually promoted to Region Director of the Northeast Region and worked directly with the twenty-four field offices from Wilmington, DE to Portland, ME. Anthony currently lives in the Fishtown neighborhood of Philadelphia by way of Queens, NY. LICENSES & QUALIFICATIONS " Certified Financial Planner (CFP®) " Chartered Retirement Planning Counselor (CRPC®) " Certified Funds Specialist (CFS) " Licensed General Securities Representative " Registered Principal " Registered Investment Advisor Representative " MDRT Million Dollar Round Table, Court of the Table® qualifying member EDUCATION " Bachelors of Science in Finance & Risk Management " LaSalle University

About McAdam FA

At McAdam, we've completely reinvented the concept of financial advice to take you and your future to a whole new level. Unlike most advisors, we go beyond the traditional focus on your personal and financial life. We also consider an additional, more important driver of your financial picture - your profession. Years of research and experience have taught us that your profession - what you do, where you do it and how you do it - has the greatest influence on your finances and future. That's why we've designed i as the core foundation of our Advanced Advisory Model™. With one of the largest financial networks in the country that includes hundreds of advisors, our integrated platform of services, tools and experience helps put your financial picture into better focus. It isn't just a small step forward in financial advice - it's Financially Advanced™.



Office Location 700 South 28th Street,
Harrisburg,
PA 
17103
Phone Number (717) 2326974

Anchoring the Charney Investment Group is Investment Officer, Doug Charney. Mr. Charney attended Pennsylvania State University in Harrisburg on an Army ROTC scholarship, earned a bachelor’s degree in business administration and received the George C. Marshall Award ­– an award that is only given to the top ROTC graduate from a college – as a distinguished military graduate. After serving in the U.S. Army and retiring with the rank of captain, he began his securities career, completing advanced studies in retirement planning and asset allocation along the way. A Certified Fund Specialist, Mr. Charney serves as a member of the Investment Management Consultants Association and the American Society of Pension Professionals and Actuaries. He has written articles for more than 50 newspapers and magazines, including SmartMoney, the Harrisburg Patriot-News, Central Pennsylvania Business Journal, Minorities and Women in Business, Bull & Bear Financial Digest, Physician’s Money Digest and CPA Wealth Provider. In addition, he has been quoted in The New York Times, Newsday and the Dow Jones Magazine.

About Charney Investment Group

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan. Because there are many factors that may change in your situation or the environment, it?s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.



Qualifications CRD# 2738353
FirmCRD# 121458
Series 7, 63, 65

Compensation/Fee I am a fee-based financial professional, 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, a Registered Representative under Triad Advisors LLC. 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, and 2018 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.



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Select other cities in Pennsylvania to broaden your search for a financial advisor