wiseradvisor

Financial Advisor in Plymouth Meeting, Pennsylvania

WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Alabama. 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 Advisor in Plymouth Meeting

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.

Financial Advisors in Plymouth Meeting, Pennsylvania
Financial Advisor Office Location Phone Number
Zach Fletcher
Edelman Financial Engines, LLC
600 West Germantown Pike,
Plymouth Meeting, PA  19462
(610) 239-8323
Nick Filippo
Tower Bridge Advisors
101 West Elm Street, Suite 355,
Conshohocken, PA  19428
(610) 260-2222
Susan Allan
Stifel Nicolaus
20 Ash Street #400,
Conshohocken, PA  19428
(610) 567-1966
Joan Greenspon
Edelman Financial Engines, LLC
100 Front Street,
West Conshohocken, PA  19428
(484) 534-3046
Peter Scilovati, CIMA®
Hoover Financial Advisors
112 Moores Rd, Suite 100,
Malvern, PA  19031
(610) 651-2777
Mike Weber CFP®
Bluesphere Advisors LLC
2108 Dekalb Pike,,
Norristown, PA  19401
(610) 277-1515
Anthony Chirchirillo, CFP©
McAdam FA
1880 John F. Kennedy Blvd,
Philadelphia, PA  19103
(215) 399-9360
Michael Scavullo
Solebury Investment Group, Llc.
5266 Bailey Ct.,
Doylestown, PA  18901
(215) 794-3393
Paul C. Koenig Jr.
Integrated Financial Partners
1300 Route 73 Suite 314,
Mount Laurel, NJ  08054
(856) 291-0142
Stephen Cicali
Edelman Financial Engines, LLC
484 E. Evesham Rd.,
Cherry Hill, NJ  08003
(856) 795-7900
Zach Fletcher
Edelman Financial Engines, LLC
225 Wilmington West Chester Pike,
Chadds Ford, PA  19317
(610) 239-8323
Harry Berman
Edelman Financial Engines, LLC
1275 Glenlivet Dr. Suite 100,
Allentown, PA  18106
(484) 224-3056
Peter Gellman
Palmerston Group Advisors, LLC
320 Raritan Avenue, Suite 302,
Highland Park, NJ  08904
(732) 248-5777

Information on Qualified Financial Advisors in Plymouth Meeting

Qualifications CRD# 5742628
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 600 West Germantown Pike,
Suite 100,
Plymouth Meeting,
PA 
19462
Phone Number (610) 2398323

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2007. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Millersville University. Hometown is Downingtown, PA.Zach enjoys golfing, working out, and Philadelphia sports.

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.



Compensation/Fee I am a fee-only financial professional, Based on Assets


Office Location 101 West Elm Street, Suite 355,
Conshohocken,
PA 
19428
Phone Number (610) 2602222

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

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 monthly webinars to provide additional insights into the markets and our thought process. 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# 4247593
Series 6, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions


Office Location 20 Ash Street #400,
Conshohocken,
PA 
19428
Phone Number (610) 5671966

Susan is Primarily a Fee-based Financial Planner working under the Stifel Financial Services platform. She is located in Conshohocken, PA and has been in practice for over 18 years. Susan personally advises clients on their investments and financial planning process to help them reach their financial comfort level to feel secure in retirement. Her areas of expertise include investment portfolio design and management, risk management, retirement planning, and comprehensive financial planning. Susan has been providing clients with comprehensive wealth management solutions for many years and has been through several recessions as well as surges in the stock market. She possesses the professional designations of Chartered Retirement plan specialist, Accredited Wealth Management Advisor, and Accredited Asset Allocation Specialist. She is licensed in Investments, Life and Long Term Care Insurance and is an expert on Stock, Bond, Mutual Fund and Exchange Traded Fund Investing. She is also highly knowledgeable in Tax Planning and Estate Planning. She is currently accepting new clients so do not hesitate to contact her at 610-567-1966 to discuss your personal situation and goals. All consultations are free and under no obligation to move your assets under her management services.

About Stifel Nicolaus

To be known by my clients, friends and associates as a knowledgeable, helpful financial advisor who advises affluent individuals and business owners interested in building, preserving and protecting their wealth through a wise financial plan. I handle my business with the highest regard for my clients interests and always keep their needs first above all else.



Qualifications CRD# 5208549
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 100 Front Street,
Suite 1375,
West Conshohocken,
PA 
19428
Phone Number (484) 5343046

Joined Edelman Financial Engines in 2014. Began her career in the financial services industry in 2006. Earned the Certified Financial Planner certification(s). Bachelor's degree in Political Science from Gettysburg College.

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# 133979

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 112 Moores Rd, Suite 100,
Suite 100,
Malvern,
PA 
19031
Phone Number (610) 6512777

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# 4970493
FirmCRD# 283972

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee


Office Location 2108 Dekalb Pike,,
Norristown,
PA 
19401
Phone Number (610) 2771515

Michael holds the following qualifications: Certified Financial Planner (CFP) Bachelor of Science Economics, Penn State University Michael has been in this industry for over 10 years. Michael is married to wife Kate and they live in Bridgeport, PA with their son Jake and American bulldog Hank. Michael is passionate about golfing, fishing and cooking.

About Bluesphere Advisors LLC

We act as Fiduciary to our clients. We bring our knowledge and experience to work with our clients in their investment and financial decision making process. Core fundamental research and an understanding of global financial and economic conditions drives our investment management process. In depth financial planning process helps us understand the nuances of our client's financial situation and design an explicit financial plan that meets client needs and expectations. Our hands on implementation processes ensures thorough execution that meets client expectations. Most importantly we are constantly evolving to stay on top of the investment advisory industry.



Qualifications CRD# 4439304
Series 7, 24, 51, 66


Office Location 1880 John F. Kennedy Blvd,
Suite 1600,
Philadelphia,
PA 
19103
Phone Number (215) 3999360

Anthony is the lead financial advisor in charge of business development and relationship management. He has been a practicing financial advisor for over fifteen years working with individuals focusing on upcoming retirement and helping navigate through unexpected financial events. Having spent time in field leadership as well as C level responsibilities, Anthony has worked on thousands of client cases and brings that perspective to his clients. Anthony joined McAdam in September 2008 to lead and train the advisor organization focused in the Mid-Atlantic region. His career started with American Express Financial Advisors in 2001 (Ameriprise Financial) as a financial planner, field leader and was eventually promoted to Region Director of the Northeast Region and worked directly with the twenty-four field offices from Wilmington, DE to Portland, ME. Anthony currently lives in the Fishtown neighborhood of Philadelphia by way of Queens, NY. LICENSES & QUALIFICATIONS " Certified Financial Planner (CFP®) " Chartered Retirement Planning Counselor (CRPC®) " Certified Funds Specialist (CFS) " Licensed General Securities Representative " Registered Principal " Registered Investment Advisor Representative " MDRT Million Dollar Round Table, Court of the Table® qualifying member EDUCATION " Bachelors of Science in Finance & Risk Management " LaSalle University

About McAdam FA

At McAdam, we've completely reinvented the concept of financial advice to take you and your future to a whole new level. Unlike most advisors, we go beyond the traditional focus on your personal and financial life. We also consider an additional, more important driver of your financial picture - your profession. Years of research and experience have taught us that your profession - what you do, where you do it and how you do it - has the greatest influence on your finances and future. That's why we've designed i as the core foundation of our Advanced Advisory Model?. With one of the largest financial networks in the country that includes hundreds of advisors, our integrated platform of services, tools and experience helps put your financial picture into better focus. It isn't just a small step forward in financial advice - it's Financially Advanced?.



Qualifications CRD# 2537103
Series 7, 24, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 5266 Bailey Ct.,
Doylestown,
PA 
18901
Phone Number (215) 7943393

About Solebury Investment Group, Llc.

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



Qualifications CRD# 5253413
Series 7, 66


Office Location 1300 Route 73 Suite 314,
Mount Laurel,
NJ 
08054
Phone Number (856) 2910142

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 Paul 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 outdoorsmoutdoorsman, Paul believes in physical as well as fiscal fitness.

About 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# 2371993
FirmCRD# 104510
Series 7, 9, 10, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 484 E. Evesham Rd.,
Suite 5,
Cherry Hill,
NJ 
08003
Phone Number (856) 7957900

Joined Edelman Financial Engines in 2006. Began his career in the financial services industry in 1992. Successfully completed the Series 7, 9, 10, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Economics from Rutgers College. Married to Dena. They have one child. Stephen enjoys coaching and playing soccer.

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# 5742628
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 225 Wilmington West Chester Pike,
Suite 200,
Chadds Ford,
PA 
19317
Phone Number (610) 2398323

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2007. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Millersville University. Hometown is Downingtown, PA. Zach enjoys golfing, working out, and Philadelphia sports.

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# 2190861
FirmCRD# 104510
Series 4, 6, 7, 24, 26, 53, 63, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 1275 Glenlivet Dr. Suite 100,
Allentown,
PA 
18106
Phone Number (484) 2243056

Joined Edelman Financial Engines in 2007. Began his career in the financial services industry in 1982. Successfully completed the Series 4, 7, 24, 53, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Master's degree in Finance and Marketing from University of Connecticut and Bachelor's degree in English from University of Rochester. Married to Michele. They have two children: Matthew and Hannah. Harry enjoys music, reading, movies, sailing, and spending time with family.

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# 4716523
Series 66

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee


Office Location 320 Raritan Avenue, Suite 302,
Highland Park,
NJ 
08904
Phone Number (732) 2485777

About Palmerston Group Advisors, LLC

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 genuinely market-beating records of ten or more years. 2. Most of this elite group uses a version of Margin of Safety, the skill of buying assets when "on sale" at a deep discount to their true value. Most excel in bear markets. 3. Few advisors strategically focus on these top managers or their investment ideas when creating client portfolios. Nor do many independent firms focus on these managers when offering allocation advice. In contrast, Palmerston sees these top managers as a huge asset for our clients. We start with what works best, and thus use Margin of Safety for all clients. For client portfolios, we use the ideas and often the (no-load) funds of managers with proven, profitable records.



List of Additional Financial Advisors in or around Plymouth Meeting, Pennsylvania
LPL Financial Lafayette Hill, PA
Wachovia Securities, LLC Conshohocken, PA
Blue Bell Private Wealth Management, LLC Blue Bell, PA
Acanthus Associates Prospect Park, PA
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