Financial Advisors - Philadelphia, Pennsylvania


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Philadelphia, Pennsylvania Financial Advisors

WiserAdvisor >  Financial Advisors >   Pennsylvania >   Philadelphia 

George Markus, MBA, APMA, IAR, Financial Advisor from Philadelphia, Pennsylvania

What We Do:As a full-service financial services firm, we empower our advisors to offer clients the high-quality investment and insurance products, as well as the service and support you need to help... read more>>

Christopher Cice, Financial Advisor from Philadelphia, Pennsylvania

Service offerings :  

  • Education Funding & Planning
  • Financial Advice & Consulting
  • Retirement Planning

Allied Financial Consultants, LLP is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our mission is to provide our clients with the... read more>>

Paul C. Koenig Jr., Financial Advisor from Philadelphia, Pennsylvania

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... read more>>

Michael Wenner, Financial Advisor from Philadelphia, Pennsylvania

We have developed a unique process for creating financial strategies for accumulating and preserving wealth, working with business owners, executives, and families. This process was created to take a... read more>>

Steve DeCesare, CFP®, Financial Advisor from Philadelphia, Pennsylvania

Service offerings :  

  • Financial Planning for Individuals
  • Investment Management & Advice
  • Retirement Planning

DeCesare Retirement Specialists is dedicated to providing a systematic,comprehensive, and a client-centric approach to financial planning.We are committed to helping you achieve your financial goals... read more>>

Tower Bridge Advisors, Financial Advisor from Philadelphia, Pennsylvania

Service offerings :  

  • Portfolio Management

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... read more>>

James Ernst, Financial Advisor from Philadelphia, Pennsylvania

OUR MISSION:•We believe that wealth exists for a purpose; to provide security today, enjoyment tomorrow, and family advancement or philanthropic purpose in the future.•Our mission is to help our... read more>>

Peter F. Gaertner, CFP, CDFA, MBA, Financial Advisor from Philadelphia, Pennsylvania

Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974. We have clientele that spans... read more>>

Peter Gellman, Financial Advisor from Philadelphia, Pennsylvania

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... read more>>


Comprehensive financial planning - including: Initial discussion of the clients goals & objectives. Review of current assets, liabilities, income and expenses, investments, life insurance, and... read more>>

Leslie Margolies, Financial Advisor from Philadelphia, Pennsylvania

The Zucker Berne Lieberman Financial Consulting Group of Wachovia Securities was founded upon a single compelling principle--that financial advice should be provided in the client's best... read more>>

Patrick Rotondo, Financial Advisor from Philadelphia, Pennsylvania

The Philadelphia Group is a wealth management firm that was founded on the principals of competence, independence, and client service that exceeds expectations. We have the knowledge and the... read more>>


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Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only