Find Top Financial Advisors in Kennett Square, Pennsylvania

Scott McGraw is the founder & Chief Investment Officer of MERIT. He has over 30+ years of professional experience in investment management, investment banking & consulting in financial services. Scott earned his undergraduate degree in Finance at Boston College and his MBA in Finance at The Wharton School at the University of Pennsylvania. Scott resides in Kennett Square, PA with his wife & two children.

MERIT helps client achieve financial success. Our comprehensive service includes financial planning, investment management & financial advisory services. MERIT is an independent Registered Investment Advisor (RIA) & a Fiduciary, working solely in our clients' best interests. We offer clients a high level of service, low fees and great value.

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.

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions.

*Non-client promotion. WiserAdvisor receives compensation for anyone matched with Vanguard via its financial advisor matching service.

James "Jamie" Shoup is a Wealth Advisor at Stonebridge Wealth Management in Berwyn, PA. With over two decades of experience in the financial services industry, Jamie specializes in providing goal-oriented investment management and comprehensive financial planning. Before joining Stonebridge, he held key roles at Great Valley Advisor Group, Prepared Retirement Institute, and Geneos Wealth Management. He spent over 11 years at Brinker Capital as an Internal Investment Consultant, where he developed a deep expertise in asset allocation and advisor support. Jamie is dedicated to a fiduciary standard of care, leveraging best-in-class technology to help clients navigate their unique financial journeys with a personalized, guided approach.

Stonebridge Wealth Management is a Berwyn-based wealth advisory firm specializing in comprehensive retirement income planning. We provide a select group of individuals and families with high-touch, personalized service focused on wealth preservation, risk management, and tax-efficient distribution strategies. As an affiliate of Great Valley Advisor Group, we combine the specialized attention of a boutique practice with the robust technology and institutional resources of a multi-billion dollar SEC-Registered Investment Adviser. Our philosophy is rooted in a disciplined, four-step wealth management processDiscover, Create, Implement, and Monitordesigned to align every financial decision with our clients' unique life goals and values.

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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.

Choosing a financial advisor is about more than finding someone to manage your investments—it's about finding someone you trust to help guide your financial future.

As an Assistant Vice President and Financial Advisor, my goal is to help clients make informed, confident financial decisions through personalized planning and long-term relationships. I believe every financial strategy should be built around the individual, not around a product or a one-size-fits-all approach.

I take the time to understand what matters most to each client—their goals, concerns, family, career, and vision for retirement. Whether you're planning for retirement, changing jobs, managing a 401(k), navigating company stock, or simply looking for a second opinion, I work to create strategies that are tailored to your unique circumstances.

One of the most rewarding parts of my career is helping clients turn uncertainty into confidence. Financial planning can feel overwhelming, and my job is to simplify the process by explaining complex concepts in a way that is easy to understand. I want every client to know not only what we're recommending, but why it makes sense for their situation.

I earned my MBA in Private Wealth Management from Rutgers University and continue to build on that education through ongoing professional development and leadership within my firm. In addition to serving clients, I mentor and develop financial advisors as an Assistant Vice President, reinforcing my commitment to professionalism, integrity, and delivering a high level of service.

My approach is built on education, transparency, and proactive communication. I believe the best client relationships are long-term partnerships where trust is earned through honest advice, consistent follow-through, and putting clients' interests first.

Whether you're preparing for retirement, building wealth, or simply looking for guidance, I would welcome the opportunity to learn about your goals and help you create a financial strategy designed to give you confidence in your future.

We understand that your financial goals are unique. Maybe you're preparing for a comfortable retirement, planning for your child's education, or aiming to reduce your tax burden. Whatever your aspirations, Tristate Financial Advisors is here to help make them a reality with strategies that are as individual as you are.

Led by experienced advisors dedicated to comprehensive financial planning, our firm is committed to understanding your individual circumstances and guiding you through complex financial decisions, providing support and insights to help you make choices with confidence and clarity. With offices across Philadelphia, Charlotte, Charleston, Nashville, and Washington DC, we bring local insights and experience to the financial priorities that matter to you.

Building lasting relationships based on trust and open communication is at the heart of what we do. We take the time to listen to your concerns, answer your questions, and create strategies that align with your specific needs and goals.

Explore our website, where you'll find valuable resources, tools, and articles to support your journey. From retirement planning to investment strategies, Tristate Financial Advisors is here to empower you every step of the way. Together, let's plan a financial future that aligns with your vision.

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

As a CFP^®, I am held to the highest professional and ethical standards. With over 12 years experience, I help remove the guesswork and help you understand the implications of all financial decisions.

I take time to educate my clients, never losing sight of each individual's risk tolerance, time-frame, and experience. My comprehensive approach to helps you realize your financial goals.

I'm Most Proud Of: Hearing from clients about how financial planning helped improve their life, overcome challenges, and develop confidence for the future. There's nothing better!

Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.

We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.

At Facet, it's simple. Financial planning should be for everyone (not just the wealthy). It starts with a flat membership fee (which won't change even as your money grows) that sets us apart from traditional firms. Every Facet member works with a CERTIFIED FINANCIAL PLANNER^™ professional who puts you first and will adapt and evolve your personalized financial roadmap as your life and needs change. Book a free, no obligation intro call with Facet today to learn about membership options.

Tom has been a dedicated financial advisor for over 30 years. He began his career in 1995 at Legg Mason after earning his MBA from Loyola College in Maryland. In 2004, Tom achieved his CERTIFIED FINANCIAL PLANNER^® certification and holds additional certifications as a Certified Exit Planning Advisor (CEPA^®) and Certified in Long-Term Care (CLTC^®). He specializes in helping small business owners and affluent investors maximize their retirement savings and potentially retire earlier than planned through the use of specialized retirement strategies. Tom also assists clients with investment management, life insurance, long-term care and disability insurance, college planning, and more.

A lifelong Maryland resident, Tom lives in Severna Park with his wife, Marie, and their sons, Eddie and Graham. When he's not working, Tom enjoys playing golf and spending quality time with his family.

No needs are more important than your own. We take pride in aligning our goals with yours, ensuring that we don't just work for you, but with you. We work with you to understand who you are as an individual, as an investor, and as a business owner.

Our mission is to help you define your financial objectives and collaboratively develop a plan tailored to your unique needs and preferences. We are committed to acting in your best interest and are proud to offer comprehensive financial planning resources, including access to education, advice, planning, and consultation, all designed to support your business's growth and success.