Find Top Financial Advisors in Newtown, Pennsylvania

I enjoy helping my clients with their investments, insurance and all the planning that goes with it.

I'm Most Proud Of:Hearing from clients about how our team helped improve their life. There's nothing better!   

Click Here to Learn More About David Montemurro

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.

I love what I do, structuring accounts to match each client's risk tolerance and building long-lasting relationships. I have worked with many clients for decades.

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

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.

Get a free financial plan

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.

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.

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.

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 is registered as a Wealth Management Advisor with Bleakley Financial Group and a registered representative with LPL Financial.

For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer.

With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates.

Comprehensive Financial Planning and Wealth Management.

Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality.

*The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.

William Romero has been a leader in Wealth Management and the Financial Services Industry for 2 decades. He began his career at JPMorgan and for almost a decade lead as a Market Director for their Private Client Group. Leading large teams of financial professionals in both Southern California and New York, William also had oversight of their International Division. In addition, he was Vice President for AXA Advisors and a Top Partner at New York Life (2017). William led the start and growth to $1 Billion as an SVP of an Ameriprise office. William puts people first and is passionate about helping resolve problems. His experience and track record of success led him to a Senior Vice President/Partnership role at Iron Birch Advisors a platinum Financial Advisory firm of Ameriprise Financial before joining Spartan Capital LLC. His inspiration comes from giving back to the community and helping educate families that traditionally do not have access to financial literacy. Wiliam is passionate about helping people achieve their goals and is committed to being an advocate and trusted resource for each client.

Outside of his career in wealth management, William is also the 2-time President for the National Association of Hispanic Real Estate Professionals Queens NY, the largest Latino Trade Organization in the world. He is also an active speaker for ALPFA NY, the former President of PorColombia New York and a Board Member of Mindot, an educational non-profit. He's also a proud supporting sponsor of the FDNY Hispanic Society.

William received his BBA in Finance at Baruch College in New York City and holds his Series 7, 9, 10, 66, 63, 52, 53 and 24 securities registrations.

We're committed to helping you achieve your financial goals. As a leading independent broker-dealer and registered investment adviser, we understand that quality investment products, advice, and services are critical elements to successful investing.

You're at a stage where the financial decisions are bigger, the tradeoffs are harder, and the stakes keep getting higher. We are here to help you navigate it all.

Disclosures:

WiserAdvisor is not a client of NerdWallet Wealth Partners. NerdWallet Wealth Partners pays WiserAdvisor a cash fee for this profile and for referrals, creating a conflict of interest.

Retirable specializes in retirement planning and income strategies to help client spend their retirements with more. Our mission is to provide everyone with financial stability and lasting peace of mind through clear, approachable, professional advice. To start, we're helping U.S. pre-retirees find their way to the futures they deserve.

We take a holistic planning approach across all your needs, including lifestyle, healthcare, and housing, with a primary focus on providing reliable retirement income each month that's designed to make your savings last. We specialize in helping clients start planning for retirement, transition into retirement, and live comfortably and confidently through retirement.

As a client, you'll receive:

- A dedicated financial advisor helping out every step of the way

- A dynamic retirement plan, designed by your advisor

- Guidance at every step of your retirement journey: from Social Security to healthcare to taxes

- A safe to spend income plan designed to make your savings last

We are a nationally registered investment advisory firm and all advisors are licensed fiduciaries, meaning we are held to a higher standard to only make recommendations with your best interests in mind.

If you're interested in learning more, please enter your contact information using the blue button below, and one of our licensed advisors will reach out soon to schedule your free retirement consultation to better understand how we can help. Thanks for your interest in Retirable!

Farther is a first-of-its-kind wealth management platform that combines the benefits of modern technology with the expertise and human touch of traditional wealth management. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money. While there are more financial products and tools available than ever, until Farther, no solution delivered both a beautiful, well-designed technology experience and a solution to handle the complex and multifaceted nature of significant wealth.