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Find Top Financial Advisors in Macungie, Pennsylvania

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Macungie, 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 Advisors in Macungie

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.

Qualified Financial Advisors in Macungie, Pennsylvania
Financial Advisor Office Location Phone Number
Ralph A. Capristo CFP®
CFP®
Forthright Wealth Planning with Centaurus Financial Inc.
5148 Hamilton Blvd,
Allentown, PA  18106
610-530-2300
Michael Scavullo
Life & Health; Long Term Care; Specify below, None
Solebury Investment Group, Llc.
5266 Bailey Ct.,
Doylestown, PA  18901
215-794-3393
Amanda Salyer
CFP®, CERTIFIED FINANCIAL PLANNER
Edelman Financial Engines, LLC
600 West Germantown Pike,
Plymouth Meeting, PA  19462
484-679-4900
Vanguard Personal Advisor Services
Vanguard Personal Advisor Services
100 Vanguard Blv V26,
Malvern, PA  19355
800-211-7806
Peter Scilovati
CIMA®
Hoover Financial Advisors
30 Liberty Blvd,
Malvern, PA  19355
610-651-2777 Ext. 122
Al Osgood, CFP®, MBA
CFP®
Financial Freedom LLC
5 Great Valley Parkway,
Malvern, PA  19355
610-296-9500
Nick Filippo
CFA®
Tower Bridge Advisors
101 West Elm Street, Suite 355,
Conshohocken, PA  19428
610-260-2222
Matthew Wollick
CFP®, CRPC®
Edelman Financial Engines, LLC
225 Wilmington West Chester Pike,
Chadds Ford, PA  19317
484-679-4903
Frank Lepore
CLTC
Bleakley Financial Group
100 Passaic Avenue,
Fairfield, NJ  07004
973-244-4237

Information on Qualified Financial Advisors in Macungie

Qualifications CRD# 5248216
FirmCRD# 5248216
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 5148 Hamilton Blvd,
Allentown,
PA 
18106
Phone Number 610-530-2300

Approachable, Humble and Disciplined, Ralph's life goal is helping everyone achieve financial freedom. An experienced financial services professional, Ralph's passion is helping families and businesses realize their goals and dreams. Ralph was born and raised in Pennsylvania, where he grew up working in a family business. He earned his degree in Business Administration and Finance from The Pennsylvania State University. He also earned a Master's in Business Administration from Misericordia University. After college, Ralph furthered his education and obtained the following designations to better serve his clients: CFP® & RICP®. Ralph has more than a decade of financial services experience. Prior to joining Forthright Wealth Planning, Ralph lived in Las Vegas, Nevada, working as a wholesale banker and advisor to large corporations. In his free time, Ralph enjoys spending time with his family & friends, golfing, being an outdoorsman and traveling.

About Forthright Wealth Planning with Centaurus Financial Inc.

Forthright Wealth Planning is a full service financial planning practice. We work hard every day for our clients and always act in their best interest. We have three physical office locations in eastern Pennsylvania. Our offices are located in Allentown, Honesdale and Nanticoke. We have clients in many different states and can service clients in every state.



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

About Solebury Investment Group, Llc.

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



Qualifications CRD# 5214607
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 600 West Germantown Pike,
Suite 100,
Plymouth Meeting,
PA 
19462
Phone Number 484-679-4900

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.

About Edelman Financial Engines, LLC

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications FirmCRD# 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.

About Vanguard Personal Advisor Services

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.



Qualifications CRD# 1953454
FirmCRD# 133979
Series 65

Compensation/Fee Fee-Based


Office Location 30 Liberty Blvd,
Suite 200,
Malvern,
PA 
19355
Phone Number 610-651-2777 Ext. 122

Peter became a member of the HFA team of financial advisors in 2014. In his role as a financial advisor, he develops, manages and supports client relationships. He shares the firm's values of integrity, transparency and putting clients' interests first. Prior to joining Hoover Financial Advisors, Peter was an Investment Advisor with Morgan Stanley. Before that, he held National Account positions with several prestigious firms, including Turner Investment Partners and Brandywine Asset Management. He began his career as an Investment Advisor with Prudential-Bache Securities in Philadelphia. Pete earned the Certified Investment Management Analyst (CIMA®) Designation, an executive education program offered in conjunction with The Wharton School, University of Pennsylvania. CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective guidance to individual and institutional investors. Peter's vast experience in financial services broadens his perception and understanding of HFA client experiences and requirements. HFA's acclaim and high regard among industry professionals and clients strengthen his product and service deliverables. Peter is a native of Montgomery County, Pa. He currently resides in Devon, PA, with his wife Jane and three children.

About Hoover Financial Advisors

Your bridge to the future At HFA, we place equal emphasis on both the expertise we bring and the genuineness of the relationship we develop with you as our client. We believe that honest, transparent, and caring relationships lead to better outcomes for today, tomorrow, and generations to come. Seeing the positive impact our work has on our clients’ lives make our lives better too. Because as an independent financial advisor, we put our clients’ needs first, above all else.



Qualifications CRD# 2825858
FirmCRD# 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(tm) 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.

About Financial Freedom LLC

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.



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 610-260-2222

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.

About Tower Bridge Advisors

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.



Qualifications CRD# 2716241
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 225 Wilmington West Chester Pike,
Suite 200,
Chadds Ford,
PA 
19317
Phone Number 484-679-4903

I enjoy being a financial planner because I'm all about helping my clients plan ahead to face life's challenges knowing that they have a roadmap to take them all the way to a rewarding retirement. My interests outside of work have been called unique by my four daughters. I have a passion for high intensity interval training and am a big fan of archery.

About Edelman Financial Engines, LLC

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 advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. 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. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



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.

About Bleakley Financial Group

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.



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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.

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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?