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Find Top Financial Advisors in Doylestown, Pennsylvania

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Qualified Financial Advisors in Doylestown, Pennsylvania
Financial Advisor Office Location Phone Number
Michael Scavullo
Solebury Investment Group, Llc.
5266 Bailey Ct.,
Doylestown, PA  18901
(215) 794-3393
Nick Filippo
Tower Bridge Advisors
101 West Elm Street, Suite 355,
Conshohocken, PA  19428
(610) 260-2222
Matthew Kane
Compass Ion Advisors, LLC
300 Conshohocken State Rd #230,
Conshohocken, PA  19428
(610) 783-4263
David Coult. CFP®
Milestone Financial Associates
330 E. Main St.,
Macungie, PA  18062
(610) 421-8777
Paul C. Koenig Jr.
Integrated Financial Partners
1300 Route 73 Suite 314,
Mount Laurel, NJ  08054
(856) 291-0142

Information on Qualified Financial Advisors in Doylestown

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

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


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

About Solebury Investment Group, Llc.

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



Qualifications CRD# 115700
FirmCRD# 115700

Compensation/Fee Fee Only, Based on Assets


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

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

About Tower Bridge Advisors

Tower Bridge Advisors manages over $1.3 Billion for individuals and families. We have one focus, and that is to customize portfolios for the benefit of our clients. We have an experienced team that brings great perspective and expertise to every relationship. And we are committed to the highest level of customer service. We are available to meet clients in person or by phone and we are willing to meet as frequently as our clients desire. We also provide a brief market commentary 3 days per week to keep clients up to date on our latest thinking. In addition we offer bi-monthly webinars to provide additional insights into the markets and our thought process. We also use a sophisticated financial planning tool to help model "what if" scenarios to help us design the best plan for our clients. Our interests are aligned with yours. We want to help you achieve your goals, and we want you to know that we are looking out for your best interests at all times.



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


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

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

About Compass Ion Advisors, LLC

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



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


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

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

About Milestone Financial Associates

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



Qualifications CRD# 5253413
FirmCRD# 5253413
Series 7, 66

Compensation/Fee Fee-Based (Fee and Commissions)


Office Location 1300 Route 73 Suite 314,
Mount Laurel,
NJ 
08054
Phone Number (856) 2910142

Paul Koenig is a Financial Planner with Integrated Financial Partners, Inc.(IFP). Along with his team of advisors, he takes an independent, comprehensive and objective approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. This process includes an evaluation of retirement, risk management, investments, education funding, asset protection strategies, and legacy planning. It is through this process that he can help identify what is most important to his clients so that financial tools and resources can be properly aligned with their goals, despite personal lifestyle changes and external economic factors. Paul helps clients build wealth and position their investments properly through the use of tax-advantaged products and strategies. Paul has committed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when taking care of clients. Paul can provide advice and direction so you can make the most informed decisions. Paul and his team are able to provide strategies that can help you: Build your nest egg, Enjoy a comfortable retirement, Protect your family from financial emergencies, Leave a legacy to your heirs or your favorite charities, Fund your children's or your grandchildren's education. He was listed in New Jersey Monthly and Philadelphia Magazine as a Five Star Wealth Manager. Paul is involved in his community including the American Red Cross, Habitat for Humanity and other worthwhile charities. An avid outdoors-man, Paul believes in physical as well as fiscal fitness.

About Integrated Financial Partners

Financial Planning is not a do-it-yourself project. In today's complex world it takes diligence, research, careful consideration and the help of an experienced professional to help you achieve the retirement you deserve and have worked so hard to attain. As a CERTIFIED FINANCIAL PLANNER professional, I can be objective about your financial situation and this is vital in order to help you gain perspective and confidence in your financial future. A completely confidential Financial Second Opinion is the logical first step on your road to retirement. The number one financial worry is not having enough money to retire. Do you know how much you need? Did you allocate it properly and prudently? Do you know what assets to spend first? This is where I can help. Along with clarity, I can provide prudent strategies and solutions to help you meet your needs and lifestyle goals. I'll provide a customized plan developed through a comprehensive process and I will work with you to see that it is implemented properly. You'll be in a position to make informed decisions for your future. Recognized as one of the largest and most successful independent financial services organizations in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our clients other advisors to ensure collaboration in all aspects of their financial lives.



List of Additional Financial Advisors in or around Doylestown, Pennsylvania
Financial Advisor Office Location Phone Number
Christopher Cice
Allied Financial Consultants, LLP
16 N. State St,
Newtown, PA  18940
(215) 497-8368
Mark D. Kemp, CFP, AIF
Kemp Harvest Financial Group
331 Ruth Road,
Harleysville, PA  19438
(215) 513-4330
Amanda Salyer
Edelman Financial Engines, LLC
600 West Germantown Pike,
Plymouth Meeting, PA  19462
(610) 239-8323
Michael Values
The Planners Network Inc
212 W Route 38,
Moorestown, NJ  08057
(856) 316-7080

Information on Additional Financial Advisors in or around Doylestown, Pennsylvania

Christopher Cice

Allied Financial Consultants, LLP

Qualifications CRD# 5014530
Series 7, 24, 63, 65

Tel: (215) 4978368
16 N. State St,
Newtown,
PA 
18940


Mark D. Kemp, CFP, AIF

Kemp Harvest Financial Group

Qualifications CRD# 1932371
FirmCRD# 29604
Series 6, 7, 24, 63

Tel: (215) 5134330
331 Ruth Road,
Harleysville,
PA 
19438


Amanda Salyer

Edelman Financial Engines, LLC

Qualifications CRD# 5214607
FirmCRD# 104510
Series 7, 66

Tel: (610) 2398323
600 West Germantown Pike,
Suite 100,
Plymouth Meeting,
PA 
19462


Michael Values

The Planners Network Inc

Tel: (856) 3167080
212 W Route 38,
Suite 580,
Moorestown,
NJ 
08057


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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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

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

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

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

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

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