Doylestown, a borough of the state of Pennsylvania, is a small town outside Philadelphia with a population of a little more than 8,000 people. Even though this town is small, the cost of living is 42% higher than the national average. If you are looking for financial advice, it may be beneficial for you to use the services of an experienced financial advisor that is licensed in the state of Pennsylvania and understands the tax implications of the various investment vehicles. The advisor should be able to provide you with the guidance to make the most of your savings and investable assets. That's where WiserAdvisor can help. We specialize in connecting people to vetted fiduciary financial advisors. Our mission is to help people like you find an advisor to work with your specific financial needs in mind.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Doylestown, Pennsylvania.
Doylestown
has
15
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
24
non-vetted advisors in your local area. These financial advisors in
Doylestown, Pennsylvania
have an average of
17
years of experience.
NOTE: The list of financial
advisors in
Doylestown, Pennsylvania
mentioned below do 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
Doylestown, Pennsylvania.
Qualified Financial Advisors in Doylestown, Pennsylvania | ||||
---|---|---|---|---|
Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
Michael Scavullo
SOLEBURY INVESTMENT GROUP, LLC. 5266 Bailey Ct., Doylestown, PA 18901 |
20+ | Not Specified | 50000 | Fee-Based |
Mike Weber
CFP® BLUE BELL PRIVATE WEALTH MANAGEMENT 470 Norristown Road, Suite #305, Blue Bell, PA 19422 |
16 | Not Specified | Not Specified | Fee-Only |
Amanda Salyer
CFP® EDELMAN FINANCIAL ENGINES, LLC 600 West Germantown Pike, Suite 100, Plymouth Meeting, PA 19462 |
13 | Not Specified | Not Specified | Fee-Based |
Nick Filippo
CFP®, CFA® TOWER BRIDGE ADVISORS 101 West Elm Street, Suite 355, Conshohocken, PA 19428 |
25 | $1,800,000,000 | $1,000,000 | Fee-Only |
Keith B Hawk
Accredited Asset Management Specialist (AAMS®), AAMS® HAWK FINANCIAL GROUP 400 Northampton St., Suite 300, Easton, PA 18042 |
22 | Not Specified | $50,000 | Fee-Based |
Bobby Cremins
CFP®, CFA®, CKA® METANOIA FINANCIAL 2400 Market Street, Suite 200, Philadelphia, PA 19103 |
21 | Not Specified | $1,000,000 | Fee-Only |
Chris Werner
CFP® EDELMAN FINANCIAL ENGINES, LLC 457 Haddonfield Road, Suite 310, Cherry Hill, NJ 08002 |
14 | Not Specified | Not Specified | Fee-Based |
Paul C. Koenig Jr.
CFP®, ChFC®, RFC®, CRPC® INTEGRATED FINANCIAL PARTNERS 1300 Route 73 Suite 314, Mount Laurel, NJ 08054 |
13 | $120,000,000 | Not Specified | Fee-Based |
Al Osgood, CFP®, MBA
CFP® FINANCIAL FREEDOM LLC 5 Great Valley Parkway, Suite 210, Malvern, PA 19355 |
35 | $325,000,000 | $1,000,000 | Fee-Only |
Vanguard Personal Advisor Services
VANGUARD PERSONAL ADVISOR SERVICES 100 Vanguard Blv V26, Malvern, PA 19355 |
Not Disclosed | Not Specified | Not Specified | Fee-Based |
Peter Gellman
Law Degree and Ph.D. PALMERSTON GROUP ADVISORS, LLC 320 Raritan Avenue, Suite 302, Highland Park, NJ 08904 |
12 | Not Specified | $400,000 | Fee-Based |
Andrew Rosen
CFP® DIVERSIFIED, LLC 2200 Concord Pike, Suite 104, Wilmington, DE 19803 |
17 | Not Specified | Not Specified | Fee-Based |
Kevin Shea
CFP®, CFA® EDELMAN FINANCIAL ENGINES, LLC 51 JFK Parkway, Short Hills, NJ 07078 |
5 | Not Specified | Not Specified | Fee-Based |
Frank Lepore
Certified in Long-Term Care (CLTC) BLEAKLEY FINANCIAL GROUP 100 Passaic Avenue, Suite 300, Fairfield, NJ 07004 |
18 | Not Specified | Not Specified | Fee-Only |
Personal Capital
PERSONAL CAPITAL ---, Prince, NY 10012 |
11 | $22,400,000,000 | $100,000 | Fee-Based |
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
CRD# 4970493
Firm CRD# 134184
Series 65
Compensation/Fee Fee-Only, Based on Assets, Flat Fee
Office Location
470 Norristown Road,
Suite #305,
Blue Bell,
PA
19422
Phone Number
484-221-5408
With over 16 years of experience in the financial services industry, I guide families and individuals through a comprehensive financial planning process that drives advice in investment management strategies, retirement planning, education planning and all areas of their financial lives. 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, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 5214607
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
600 West Germantown Pike,
Suite 100,
Plymouth Meeting,
PA
19462
Phone Number
484-679-4901
My passion for finance comes from a family heritage of teaching and caring for others. Finance is a complex area of life, yet in most states, it is not required in schools. As a financial planner, I have the ability to make a significant impact in the lives of the individuals, couples and families I serve. In my spare time, I enjoy spending time with my family, my husband Jim and my two sons, Christian and Dylan. We love visiting places as a family, and our kids' energy ensures we stay active.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 115700
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. 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.
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
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# 4685581
Firm CRD# 152366
Compensation/Fee Fee-Only, Based on Assets, Flat Fee
Office Location
2400 Market Street,
Suite 200,
Philadelphia,
PA
19103
Phone Number
267-858-6847
-I am a Christian, a husband, and a father, and these are the three titles I hold most dear
-I am the founder of Metanoia Financial and a Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, and Certified Kingdom Advisor®
-I love people and numbers so I became a financial planner
-I am really into healthy eating and I try not to eat processed foods and added sugars (but I do cheat)
-I used to play "real" sports, but now that I'm older, I play pickleball :)
You've worked hard over the years. Now, you should be rewarded for it, not stressed over every financial decision. At Metanoia Financial, we give your investments the wise guidance and attention they deserve so you can enjoy your life. We act as your personal CFO so you don't have to worry whether you're making the right choices with your finances. With us on your team, you can spend less time stressing about money and more time with those you love.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 5214605
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
457 Haddonfield Road,
Suite 310,
Cherry Hill,
NJ
08002
Phone Number
856-452-6072
I'm passionate about working with individuals to develop detailed strategies to help them reach their financial goals. In my spare time, I enjoy spending time with my family and staying active by playing hockey and volleyball. I also like to build things, which can be anything from woodworking to 3D printing.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 5253413
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based
Office Location
1300 Route 73 Suite 314,
Mount Laurel,
NJ
08054
Phone Number
856-291-0142
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.
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.
Qualifications
CRD# 2825858
Firm CRD# 118772
Compensation/Fee Fee-Only, Flat Fee
Office Location
5 Great Valley Parkway,
Suite 210,
Malvern,
PA
19355
Phone Number
610-296-9500
Al Sr. is a Certified Financial Planner™ practitioner and has been providing Fee-Only Wealth Management Services for more than 35 years. Al Sr. founded Financial Freedom in 1981 with a mission to help people with independent and objective advice. That mission has grown to helping many individuals and families accomplish their life goals and dreams with truly Fee-Only Wealth Management Services which includes both Investment Management and Comprehensive Financial Planning. Al Sr. is the Chief Investment Officer and focuses on helping clients develop and maintain well diversified appropriately asset allocated portfolios that are consistent with their risk profiles and "sleep comfort level". Al Sr. developed our SDR (same day response) program where we commit to get back to clients the same day with our world class customer service levels.
Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. OUR PRIMARY OBJECTIVE IS TO HELP OUR CLIENTS ACHIEVE THEIR LIFE GOALS AND OBJECTIVES. Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of fees paid by their clients and do not accept any commissions or compensation from any other sources. This form of compensation should provide you with a high-level of confidence that you are receiving objective recommendations. Additionally, when working with clients on an on-going basis, we do so utilizing a flat retainer arrangement versus any percentage of assets under management formula. Each year we provide our clients with a Wealth Management Services performance evaluation review. We think that it is important that each client is able to evaluate the overall value that our retainer relationship adds to the achievement of their life goals and objectives. Our business strategy is to maintain a small firm focused on developing in-depth personal relationships with a small number of client families versus a cursory relationship with hundreds of clients. The Osgoods are the firm; they do the analysis and investing; they meet with you wherever you live; you won't be turned over to someone else once you become a client. We are seeking prospective new clients with a minimum of $1 million of investable assets. Check out our website at www.finfree.com for more information. Call us at 610-296-9500 for an initial no-obligation consultation.
Advisory Services Provided:
Wealth Management, Financial Planning for Individuals
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.
Advisory Services Provided:
Retirement Planning, Education Funding and Planning
Qualifications
CRD# 4716523
Series 66
Compensation/Fee Fee-Based, Based on Assets, Flat Fee
Office Location
320 Raritan Avenue, Suite 302,
Highland Park,
NJ
08904
Phone Number
732-248-5777
Palmerston Group Advisors, a firm best known for its Margin of Safety discipline, built its strategy only after carefully studying the best in the business. Consider: 1. Few fund managers have genuinely market-beating records of ten or more years. 2. Most of this elite group uses a version of Margin of Safety, the skill of buying assets when "on sale" at a deep discount to their true value. Most excel in bear markets. 3. Few advisors strategically focus on these top managers or their investment ideas when creating client portfolios. Nor do many independent firms focus on these managers when offering allocation advice. In contrast, Palmerston sees these top managers as a huge asset for our clients. We start with what works best, and thus use Margin of Safety for all clients. For client portfolios, we use the ideas and often the (no-load) funds of managers with proven, profitable records.
Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63
Compensation/Fee Fee-Based, Based on Assets, Flat Fee
Office Location
2200 Concord Pike,
Suite 104,
Wilmington,
DE
19803
Phone Number
302-765-3500
In March 2010, Andrew Rosen joined the Diversified team, bringing with him nine years of financial industry experience. In his role as Financial Planner Andrew forges lifelong relationships with clients. He coaches them through all stages of life and guides them to better achieve their life goals. Andrew, alongside the team at Diversified, consistently delivers high-level, concierge service to all clients. Andrew also writes extensively and has authored blogs, whitepapers and eBooks, all of which you can find in on our resources page. He has also been published in CNBC, Business Insider, Investopedia, IRIS, Fatherly, and Yahoo Finance. In 2003, Andrew graduated from the University of Delaware with a BS in Finance and a minor in Economics. He continued his industry education by obtaining his series 6, 7, and 63, along with property/casualty and health/life insurance licenses. In addition, Andrew received the CERTIFIED FINANCIAL PLANNER" designation in 2006, the CEP in 2010, and has been named a Five Star Best in Client Satisfaction Wealth Manager in Philadelphia and Delaware every year since 2010. Outside of Diversified, Andrew's number one passion is spending time with his beautiful wife, Jessica, and his amazing children, Aviva, Isabella, and Emmet. Andrew resides in West Chester, Pennsylvania where he is a member of the DuPont Country Club. He is a high level squash player, a runner, and very average golfer.
Wealth is a good thing. Lifelong wealth is even better. At Diversified, our clients know that while life isn't without change and challenge, it's how they manage it that makes all the difference. They also know that they need to surround themselves with people who truly care about them. As a local family business serving executives, professionals, and retirees in Delaware and Pennsylvania, we welcome the opportunity to be included in your circle of trusted advisors. We realize we'll need to earn it, and once we do, we promise to keep it.
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts
Qualifications
CRD# 5692654
Firm CRD# 104510
Series 66
Compensation/Fee Fee-Based
Office Location
51 JFK Parkway,
Short Hills,
NJ
07078
Phone Number
862-206-7431
I have more than 10 years of relevant industry experience advising individuals and families on a full array of wealth strategies and financial planning solutions. My personalized approach integrates the unique aspects of my clients' lives and values into a comprehensive wealth management plan.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.
Qualifications
CRD# 4695659
Series 6, 7, 65, 66
Compensation/Fee Fee-Only, Flat Fee
Office Location
100 Passaic Avenue,
Suite 300,
Fairfield,
NJ
07004
Phone Number
973-244-4237
Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve. Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank holds a series 7, 66, through LPL Financial, and is also certified in Long-Term Care.
Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a small team environment. Our advisory model is based on a disciplined financial planning process that addresses the full complexity of your financial situation. Specialized Teams and Individual Attention We built our advisory team from the ground up to provide you with an independent option for your financial planning and wealth management needs. The strength and size of our infrastructure gives us the bandwidth to solve sophisticated financial situations while keeping our advisor to client ratio low. Comprehensive Financial Planning and Wealth Management We want to help protect what is important to you, improve your life and secure your family's future. Our method as your financial partner is to provide a truly comprehensive solution, working in close collaboration with your legal and accounting advisors to make recommendations within the infrastructure of a financial plan. Culture of Client Service Excellence Our firm's culture is rooted in service. Every member of our experienced team is committed to providing you with an unmatched client experience. Dedicated, accessible and responsive to your needs, we work together to bring you the strategies, products and guidance we believe serve your best interest.
Qualifications
Firm CRD# 155172
Compensation/Fee Fee-Based
Office Location
---,
Prince,
NY
10012
Phone Number
650-556-1310
Personal Capital offers $200 Plus a Free Consultation. Here's all you have to do:
There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.
WHY USE PERSONAL CAPITAL
Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice. Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:
Advisory Services Provided:
Portfolio Management, Wealth Management
Top Financial Advisor Firms in Doylestown, Pennsylvania (Ranked by AUM) |
|||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
The Marshall Financial Group, Inc
33 West Court Street, Doylestown, PA 18901 |
$835,098,462 | 1484 |
A percentage of AUM Hourly charges Fixed fees |
Penn Investment Advisors, Inc.
3969 Durham Rd, Doylestown, PA 18902 |
$718,942,369 | 1333 |
A percentage of AUM Hourly charges Fixed fees |
Sfg Investment Advisors, Inc.
3655 Route 202, Suite 140 , Georgetown Crossing Offices, Doylestown, PA 18902 |
$328,174,026 | 640 |
A percentage of AUM Hourly charges Fixed fees |
Kohlhepp Investment Advisors, Ltd.
3655 Route 202 , Suite 100, Doylestown, PA 18902 |
$190,424,358 | 958 |
A percentage of AUM Hourly charges Fixed fees |
Archetype Advisors, Llc
72 East State Street, Doylestown, PA 18901 |
$120,586,288 | 348 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Adam Steinhauser Inquire with Adam |
4259 West Swamp Road, Suite 400, Doylestown, PA 18902 | 215-230-2913 |
Ari Spectorman Inquire with Ari |
48 W Oakland Ave, Doylestown, PA 18901 | 267-893-6920 |
Morgan Stanley Financial Advisors Inquire with Morgan |
4259 West Swamp Road, Suite 400, Doylestown, PA 18902 | 215-230-6900 |
The Doylestown Private Wealth Group Inquire with Doylestown |
48 W Oakland Ave, Doylestown, PA 18901 | 267-893-6920 |
Jeffrey Jacoby Inquire with Jeffrey |
48 W Oakland Ave, Doylestown, PA 18901 | 267-893-6920 |
Matthew B Frank Inquire with Matthew |
48 W Oakland Ave, Doylestown, PA 18901 | 267-893-6920 |
Veritas Strategies Inquire with Veritas |
18 North Main Street, Suite 210, Doylestown, PA 18901 | 215-345-5552 |
Kevin Dibiaso Inquire with Kevin |
4259 West Swamp Road, Suite 400, Doylestown, PA 18902 | 215-230-2919 |
The Burns Haurin Group Inquire with Burns |
4259 West Swamp Road, Suite 400, Doylestown, PA 18902 | 215-230-6904 |
Richard Haurin Inquire with Richard |
4259 West Swamp Road, Suite 400, Doylestown, PA 18902 | 215-230-2912 |
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?