Paoli, PA
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Find Top Financial Advisors in Paoli, Pennsylvania

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

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.

Finding the Top Financial Advisor in Paoli, Pennsylvania

Last Updated - May 20, 2024

Paoli has 14 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Paoli, Pennsylvania have an average of 20 years of experience.

NOTE: The list of vetted financial advisors in Paoli, Pennsylvania mentioned below does 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 Paoli, Pennsylvania.

Qualified Financial Advisors in Paoli, Pennsylvania

Financial Advisor Experience AUM Minimum Assets Fee Structure
Vanguard Personal Advisor
100 Vanguard Blv V26,
Malvern, PA 19355
Not Disclosed Not Specified Not Specified Fee-Based
Tower Bridge Advisors
CFP®, CFA®
300 Barr Harbor Drive, Suite 705,
West Conshohocken, PA 19428
Not Disclosed $1,800,000,000 $1,000,000 Fee-Only
Limerick Financial Group, LLC.
BCA, BCM, CDS,CES, CIS, CSS, CTS, CAS, RFC®, MSFS, BCE, CFS
675 N. Lewis Rd.,
Limerick, PA 19468
40 Years $5,800,000,000 $500,000 Fee-Only
Edelman Financial Engines, LLC
600 West Germantown Pike,
Suite 100,
Plymouth Meeting, PA 19462
Not Disclosed $205,600,000,000 Not Specified Fee-Based
Mike Weber
CFP®
BLUE BELL PRIVATE WEALTH MANAGEMENT
470 Norristown Road,
Suite #305,
Blue Bell, PA 19422
17 Years Not Specified Not Specified Fee-Only
David Levy
CFP®
DIVERSIFIED, LLC
3705 Concord Pike,
Wilmington, DE 19803
17 Years $0 $100,000 Fee-Based
Andrew Rosen
CFP®
DIVERSIFIED, LLC
3705 Concord Pike,
Wilmington, DE 19803
22 Years $250,000 $250,000 Fee-Based
Eric Picker
PRUDENTIAL
2700 Kelly Road, Suite 100D,
Warrington, PA 18976
Not Disclosed Not Specified Not Specified Not Specified
Rohi Batra
CFP®
EDELMAN FINANCIAL ENGINES, LLC
457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002
30 Years Not Specified Not Specified Fee-Based
Ketul Mody
CFP®, RICP®
DIAMOND STATE FINANCIAL GROUP
900 Prides Crossing,
Newark, DE 19713
16 Years $50,000,000 $250,000 Fee-Based
Nicholas Vali
ChFC®
DIAMOND STATE FINANCIAL GROUP
121 Continental Drive, Suite 110,
Newark, DE 19713
Not Disclosed Not Specified $500,000 Fee-Based
Paul C. Koenig Jr.
CFP®, RFC®, CRPC®, ChFC®
INTEGRATED FINANCIAL PARTNERS
1300 Route 73 Suite 314,
Mount Laurel, NJ 08054
13 Years $120,000,000 Not Specified Fee-Based
William F. Davis
CFP®, APMA®, CDFA®
VERICREST PRIVATE WEALTH LLC
41 University Drive, Suite 400,
Newtown, PA 18940
6 Years Not Specified $500,000 Fee-Only
Allworth Financial
2231 Old Emmorton Road,
Bel Air, MD 21015
Not Disclosed $10,000,000,000 Not Specified Fee-Based

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Information on Qualified Financial Advisors in Paoli, Pennsylvania

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® gives you ongoing access to advisors who will 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

Vanguard Personal Advisor

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.

Advisory Services Provided:

Retirement Planning, Education Funding and Planning


Qualifications Firm CRD# 115700
Series 65

Compensation/Fee Fee-Only


Office Location 300 Barr Harbor Drive, Suite 705,
West Conshohocken,
PA
19428
Phone Number 610-260-2222

About Tower Bridge Advisors

Tower Bridge Advisors

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. 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# 1388119
Firm CRD# 141128
Series 6, 63, 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 675 N. Lewis Rd.,
Limerick,
PA
19468
Phone Number 610-495-7911

About Limerick Financial Group, LLC.

Limerick Financial Group, LLC.

When you know your clients as individuals and you care about their future, you don't let the lack of proper planning or markets destroy their dreams without stepping in and saying, "We need to do something different." That's where Limerick Financial Group comes in; We believe that building and following the proper plan will protect your assets in the long run and is considered the most important part of our job.. We strive to minimize losses in years when the market turns down and equal or outperform the market in good years. This is where Limerick Financial Group's proper planning and managed risk investment programs come into play. Limerick Financial Group is an Financial Planning and Investment Management Firm. We work exclusively on a fee-basis. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation. It also means that we are here for you, and offer ongoing advice for your plan. Our planning and investment management services are personalized. We strive to know our clients and create plans that fit who they are and their specific financial situation. We are risk adverse. Our clients don't like to lose money. Neither do we. At the same time, we believe there are opportunities to profit in every market environment. Our investment approaches actively seek those opportunities. Limerick Financial Group, we are not afraid of change. Financial markets are continually changing. Asset classes and investment styles cycle in and out of favor. Economies evolve, new technologies emerge, governments and people make mistakes. Our plans update and change in real time in response to the market. This belief is a critical difference between Limerick Financial Group and traditional industry practice.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications Firm CRD# 104510

Compensation/Fee Fee-Based


Office Location 600 West Germantown Pike,
Suite 100,
Plymouth Meeting,
PA
19462
Phone Number 484-362-0022

About Edelman Financial Engines, LLC

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 investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices across the country and entrusted by more than 1.3 million clients to manage more than $270 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 Barron's 2023 Top 100 RIA Firms list, an eight-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered. 2Data as of Dec. 31, 2023.


Qualifications CRD# 4970493
Firm CRD# 134184
Series 65

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 470 Norristown Road,
Suite #305,
Blue Bell,
PA
19422
Phone Number 484-221-5408

With over 17 years of experience in financial planning and investment management, I guide families and individuals to focus on living their best lives by being their trusted advisor in investment management and wholistic financial planning. Without an experienced "guide", financial planning can be complex, abstract, and confusing. Investment management takes time, knowledge, diligence, on-going oversight and a knowledgeable team. I am driven to bring my expertise to make my clients' lives easier, more fulfilling and to help them achieve their financial goals. ~Mike

About Blue Bell Private Wealth Management

Blue Bell Private Wealth Management

Blue Bell Private Wealth Management is a fee-only investment management firm located in suburban Philadelphia, founded over 20 years ago, and has an experienced team of investment advisors. 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, Investment Advice & Management, Estate Planning & Trusts


Qualifications CRD# 5356917
Firm CRD# 123859
Series 7, 63, 65, 66

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


Office Location 3705 Concord Pike,
Wilmington,
DE
19803
Phone Number 302-765-3500

David joined the Diversified team in 2007. In David's role as Financial Planner, he focuses on comprehensive planning with clients to help them pursue their financial goals. Like all the planners at Diversified, David helps clients with a concierge approach to their plan, and works closely with other industry professionals to bring the clients financial plan to completion; all in an effort to give the client the best possible service and peace of mind. David graduated in 2007 from the University of Delaware with a B.S. in Leadership, and continued his industry education by obtaining his health and life insurance licenses as well as the CERTIFIED FINANCIAL PLANNER® designation. Adding value to both the team and the clients, David is happy to be a part of the Diversified family. Outside of Diversified, David is a member of the DuPont Country Club where he enjoys playing very average golf.

About Diversified, LLC

Diversified, LLC

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. Lifelong Wealth is the pursuit of financial security to enjoy a meaningful life. For us, the keyword here is "lifelong". Lifelong Wealth gives families the opportunity to live well, while planning to achieve a level of happiness. For your life, living well happens through an intentional, lifelong approach which includes: 1. Knowing you have a lifelong financial planning process in place; lifelong advice. 2. Having a trusted advisory team to implement your plan. 3. Constant review and help on your path to lifelong wealth. At Diversified, we are Lifelong Financial Advisors. We embrace the concept of lifelong financial planning with the expert team to support it.

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, Insurance Products & Annuities


Qualifications CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63

Compensation/Fee Fee-Based, Based on Assets


Office Location 3705 Concord Pike,
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.

About Diversified, LLC

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:

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 Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 2825058
Firm CRD# 5685
Series 7, 52, 63, 66


Office Location 2700 Kelly Road, Suite 100D,
Warrington,
PA
18976
Phone Number 267-477-2018

Nothing compares to the feeling of helping a family or individual plan for their financial future.

Click HERE To Learn More About Eric Picker.

About Prudential

Prudential

The Value of Prudential

Challenges. Solutions. Confidence.

At Prudential, our work helps drive a simple, powerful series of events: one that begins when individual and institutional clients come to us with financial challenges, both great and small. It’s a process we’ve refined since 1875, thanks to a mindset guided by our business strength and the intelligence of our solutions – each a standard bearer in the market. With our strong balance sheet, solid capital position, and talent that ranks among our industry’s best, we’re committed to creating solutions that help deliver confidence to the lives of our clients. We look forward to taking on your challenges, too.

Guidance for your Financial Journey

When you work with a financial professional like me, you’ll do more than simply find a bridge between Prudential’s products and your financial concerns. You’ll also gain access to a network of professionals geared to help you meet the challenges of your financial life. It’s a relationship based on integrity. On trust. And on a commitment to helping you find financial confidence – at every step along the way, no matter your stage of life.

1077814-00003-00
For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window

Qualifications CRD# 2707408
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 457 Haddonfield Road,
Suite 310,
Cherry Hill,
NJ
08002
Phone Number 856-452-6062

I enjoy helping my clients achieve peace of mind with their financial decisions while encouraging them to pursue their personal goals before and during retirement. Understanding who they are and what they want to achieve helps me facilitate the decisions around money. While out of the office, I enjoy spending time with my wife, daughter, and son. I enjoy traveling, gardening, exercising, cooking, watching sports, and relaxing on the beach.

About Edelman Financial Engines, LLC

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# 5478135
Firm CRD# 13572
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets


Office Location 900 Prides Crossing,
Newark,
DE
19713
Phone Number 302-438-0409

I am a Wealth Manager and Senior Partner at Diamond State Financial Group. As a Certified Financial Planner (CFP®) I provide comprehensive financial planning services with a commitment to building relationships. I am committed to helping our client improve their long-term financial success. I am part of a team of professionals with expertise in various areas of financial services. We provide the following services: For Individuals: · Portfolio Management* · Mutual Funds* · Fee-Based Financial Planning* · Life, Disability & Long-Term Care Insurance · Cash Management · College Funding · Retirement Strategies · Estate Planning · Tax Reduction Strategies** For Businesses: · Group: Life, Health & Disability Insurance · Key Employee Insurance · Buy-Sell Funding · Succession Strategies · Deferred Compensation · Executive Bonus Plan · IRAs, SEPs, KEOGHs & 401(k)s · Profit Sharing · Retirement Strategies · Executive Compensation Programs · Financial Education Seminars

About Diamond State Financial Group

Diamond State Financial Group

Establishing a relationship with a financial professional is a decision that deserves careful consideration. You can trust that we are committed to helping you accomplish your long-term financial goals. We genuinely want to see our clients succeed.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 6139848
Firm CRD# 15296
Series 7, 66

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


Office Location 121 Continental Drive, Suite 110,
Newark,
DE
19713
Phone Number 302-366-0366

Nick Vali is an Associate Partner and Wealth Manager at Diamond State Financial Group. Nick graduated from The University of Delaware’s Lerner College of Business and Economics, with a Bachelor of Science degree in Marketing and minor in Economics.  He currently holds his Series 7, Series 66 registrations, as well as his Life and Health Insurance licenses.

Nick appreciates the contributions of small business owners, medical professionals, and (pre)retirees to the community, and specializes in creating innovative strategies to help overcome the unique challenges these individuals face.  These specialties include:

  • Retirement Income Strategies
  • Tax Distribution Strategies*
  • Wealth Management
  • Income Protection Strategies
  • Employee Benefits
  • College Funding Strategies
  • Asset Protection Strategies*
  • Legacy Maximization/Estate Planning

Nick is passionate about helping his clients and strives to build a reputation founded on honesty and integrity. Having a passion for solving the puzzle presented by each client, Nick firmly believes that a comprehensive approach, integrating all aspects of one’s financial life, is critical to creating a roadmap to financial independence.  Through his strategic approach to wealth management, (pre) retirees and business owners are accustomed to hands-on support, extensive resources and a team of committed financial experts throughout the experience.

Nick is a Registered Representative and Investment Advisor Representative of Cetera Investment Advisers LLC.

Nick resides in Middletown, Delaware, with his wife Melissa and daughter Gianna.  In his spare time, he enjoys golf, the company of friends and family, and revels in travelling abroad.

*Financial advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

About Diamond State Financial Group

Diamond State Financial Group

We believe in the power of personal relationships and focus on one thing - the needs of our clients. Since 1989, Diamond State Financial Group has been committed to helping our clients improve their long-term financial successes. We make available a wide range of quality financial products and the advice and expertise of highly qualified financial professionals. It is because of you, each of our associates have been carefully selected based on their knowledge, experience, and desire to deliver an exceptional client experience. Our team adheres to a vigorous, continuing educational program to provide clients with current and relevant financial perspectives. We are proud to be an independent financial services firm as it allows us the freedom to provide our clients with objective advice. We are focused on recommending products and services based solely on the needs of our clients. Whether or not to establish a relationship with a financial professional is a decision that deserves careful consideration. You can trust we are committed to helping you accomplish your long-term financial goals.
Diamond State Financial Group is also located at 200 E. State Street, Suite 303, Media, PA 19063.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


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.

About Integrated Financial Partners

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.


Qualifications CRD# 5710523
Firm CRD# 311111
Series 63

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 41 University Drive, Suite 400,
Newtown,
PA
18940
Phone Number 215-500-2359

Teaching and training are fundamentals of Bill's professional and personal life, both as a financial advisor and a coach.

After receiving an undergraduate degree from La Salle University and a graduate degree from Temple University, he returned to both colleges as an adjunct professor.

He later took a position in the Training and Learning Department with investment firm Janney Montgomery Scott in Philadelphia, sitting for his series 7 (securities license). Within this role, he soon learned the need for comprehensive, fee-only financial planning and was encouraged by his manager to pursue an advisory career - that was in 2010. And he has never looked back.

Bill has since built his practice client-by-client, beginning with Ameriprise Financial Services in 2016 and continuing with his role as Managing Partner with Vericrest Private Wealth beginning in 2023; he has consistently been named a Five Star Wealth Manager.

He has completed the Financial Planning Program at The American College and holds the CERTIFIED FINANCIAL PLANNER, Certified Divorce Financial Analyst, and Accredited Portfolio Management Advisor" designations, as well as the Series 65 Uniform Investment Advisor license.

Bill is a former Executive Board Member of the Langhorne Athletic Association, where he continues to coach baseball; he has been involved in the organization since 2008. He has also served on the board for the Newtown Rock Softball Association where he coached softball for 7 years (2015-2022).

Currently, Bill is an Executive Board Member for the Lower Bucks Chamber of Commerce and the Going Beyond Assistance Program.

About Vericrest Private Wealth LLC

Vericrest Private Wealth LLC

Vericrest Private Wealth is an independent, fee-only financial advisor located in Bucks County, Pennsylvania serving the local area and beyond. We offer complete investment management and financial planning services. Vericrest derives its investment strategy from many decades of academic research and generally constructs portfolios with passive indexes like exchange-traded funds (ETFs). We are a fiduciary financial advisor firm and as such we follow the highest possible standard of care in our treatment of our clients. Every client receives a financial plan that is used as the financial "road map" to help guide recommendations on taxes, retirement, estate matters, cashflow and investments. Financial planning services are included in the management fee.

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 Firm CRD# 111167

Compensation/Fee Fee-Based


Office Location 2231 Old Emmorton Road,
Bel Air,
MD
21015
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Paoli, Pennsylvania (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
NORTHEAST ADVISERS, INC.
163 W. Lancaster Ave, Paoli, PA 19301
4 342 $489,276,282
A Percentage of AUM, Hourly charges, Fixed Fees
PLANNING CAPITAL MANAGEMENT CORP.
1500 E. Lancaster Ave., Suite 204, Paoli, PA 19301
6 856 $273,274,047
A Percentage of AUM, Hourly charges, Fixed Fees
HARVEST FINANCIAL PARTNERS
159 Lancaster Avenue, Suite Three, Paoli, PA 19301-1782
2 351 $109,748,327
A Percentage of AUM, Hourly charges, Fixed Fees

    Frequently Asked Questions

    Financial advisors listed on our directory for the state of Pennsylvania provide a variety of financial services such as investment planning, retirement planning, wealth management, education planning, tax planning, estate planning, and more. Do check the "Advisory Services Provided" section to confirm which services are provided by each advisor. To further explore how a financial advisor can support you in your specific financial situation read who financial advisors are and what they do.

    Financial advisors in Pennsylvania may charge for their services in several ways, including:

    Fee-only: Charging a flat fee, or a percentage of assets under management for their services.

    Fee-based: Charging a combination of fees and commissions.

    Commission-based: Earning a commission on the financial products they sell to clients.

    It's important to understand how your financial advisor is compensated, as this can affect their recommendations and potentially create conflicts of interest. To better understand how our network of financial advisors may charge for their services, read more on what are the costs of hiring a financial advisor.

    When choosing a financial advisor in Pennsylvania, it's important to conduct initial research. Consider their experience, credentials (CFP, ChFCs, CFAs, etc.), education, compensation method, and adherence to a code of ethics. It is also important to check for any disciplinary actions or complaints using the FINRA BrokerCheck tool to evaluate financial advisors for any disciplinary actions or complaints. Follow our guide on using BrokerCheck to research an advisor. For further information, refer to the guide on choosing the best financial advisor in Pennsylvania.

    Our directory for the state of Pennsylvania features various types of financial advisors, including:

    Investment advisors and portfolio managers: These advisors specialize in managing investment portfolios and offer personalized advice tailored to your financial goals.
    Wealth managers: They provide comprehensive financial services, including investment management and estate planning to help you build and protect your wealth.
    Financial planners: These advisors assist with financial areas such as budgeting, saving, and goal planning. They help create a holistic financial plan to guide your financial decisions.
    Retirement planners: These advisors provide guidance on retirement savings, income streams, and investment strategies to help individuals achieve a secure retirement.
    Robo-advisors: Utilizing technology-driven platforms, these advisors offer automated investment solutions. They leverage algorithms and algorithms to manage and optimize your investment portfolio.

    And more. To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.

    Financial advisors and financial coaches in Pennslyvania differ in the services that they offer. Financial advisors offer financial services, including investment management, retirement planning, wealth management, etc., while financial coaches prioritize a client's mindset and behavior related to money. Instead of providing financial advice or services, coaches help clients develop healthier financial habits and try to transform the client's relationship with money for overall well-being.

    Before hiring a financial advisor in Pennsylvania, it's important to ask the right questions to ensure that they are a good fit for your needs and goals. Some questions to consider asking include:

    1. What are your qualifications and credentials?

    2. How do you charge for your services?

    3. What types of clients do you typically work with?

    4. Can you provide references or testimonials from current or past clients?

    5. How will you communicate with me and how often?

    6. What is your approach to risk management?

    To further narrow down your list of potential advisors best suited to your financial needs, consider using these eight additional questions to ask financial advisors.