WiserAdvisor has qualified Financial Advisors serving in Pennsylvania.

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.

We are a full service wealth management firm that not only helps clients prepare assets for themselves and their heirs but also help prepare heirs for assets. We look beyond the money to include developing a relationship with the entire family and addressing their needs in the accumulation and distribution of wealth and the successful transition of wealth.Wealth can include your family name, knowledge, health, spirituality, family unity, support of community, as well as cash bonds, equities,... read more>>

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 client?s financial situation and design an explicit financial plan that meets client needs and expectations. Our hands on implementation... read more>>

Welcome to CONWAY Financial. We are an independent fiduciary and advisory financial services firm specializing in retirement planning. We help those near and in retirement plan for income during their retirement years and to protect their legacy with the financial assets they've spent a lifetime accumulating. We design custom plans unique to each client's needs.Being independent, we are not affected by any company's emphasis on proprietary investment or insurance products. We understand our... read more>>

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... read more>>

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... read more>>

We take complex financial issues, and invest time in the education of our clients. This helps the client to see and tracktheir financial goals, and involves them in their mission forfinancial success. The process we employ is to analyze current data, such as: wills/trusts, business agreements, statement of accounts, employee benefit packages and then identify both corporate and individual goals & objectives. We prepare recommended strategies designed for the overall well-being of our clients.

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.

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... read more>>

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... read more>>

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... read more>>

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

About:Looking for a skilled advisor that you can trust? Jonathan Heller trained, supervised and coached financial advisors for 23 years at one of the biggest brokerage firms in America before starting JG HELLER Family Wealth Management in 2010 (see bio). While other advisors often have 200-500 clients, JGHELLER Family Wealth will never have more than 50 clients. If you have at least $1 million and are looking for sophisticated advice and concierge service for one highly competitive... read more>>

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... read more>>

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... read more>>

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... read more>>

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... read more>>

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... read more>>

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... read more>>