WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Pottstown, 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.
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 Pottstown, Pennsylvania|
|Financial Advisor||Office Location||Phone Number|
|David Coult. CFP®
Milestone Financial Associates
330 E. Main St.,
Macungie, PA 18062
Schuylkill Financial, LLC
711 Spring Street,
Wyomissing, PA 19610
Compass Ion Advisors, LLC
300 Conshohocken State Rd #230,
Conshohocken, PA 19428
Edelman Financial Engines, LLC
600 West Germantown Pike,
Plymouth Meeting, PA 19462
Solebury Investment Group, Llc.
5266 Bailey Ct.,
Doylestown, PA 18901
Series 6, 7, 63, 66
330 E. Main St.,
PA 18062 Phone Number (610) 4218777
I started my career more than 20 years ago at a large financial services firm in Philadelphia and returned to the Lehigh Valley to found Milestone Financial Associates in 2002, providing comprehensive wealth management for successful families and business owners in our community. My firm's success has allowed me the freedom to be selective in working only with clients I like, for whom I believe I can have a meaningful impact. That is a game changer. Along with the success I've enjoyed, I've had my share of failure as well. I am divorced, and as I reflect on what was undoubtedly the most painful experience of my life, I realize that I am able to relate, not just to the legal and financial aspects with others who are divorced, but I have tremendous empathy for all who have suffered loss and who must now try to revise their financial plans for a future that seems impossibly different than the one they envisioned. I embrace widows, widowers, and divorcees in my practice. The greatest joys in life are my three boys - Ben, Nate, and John. We have busy lives together, between Boy Scout campouts, food drives, hikes, football and basketball practices and games, homework, and listening to the unbearable honking of Johnny learning to play the saxophone! There is never a dull moment!
We take the time to get to know you and your family. We care as much about YOU as your investments and aim to surprise and delight you on a personal level. You'll see letters after our names like CPA, CFP, and CFA. We have deliberately chosen to invest the time and effort to earn those and other credentials so we can be the best in the business, worthy of your trust. We explain things in terms you understand - no jargon. We proactively communicate with clients and identify and address important financial issues so things don't get missed. This provides a welcome financial confidence. We simplify your financial life by helping you organize and keep your financial, tax, and estate planning/legal documents up to date with current changes in the law (bringing in outside specialists whom we have vetted when necessary). We monitor changes in the markets and adjust your personal circumstances to determine whether your portfolio needs to be adjusted. We provide "red-carpet", Ritz-Carlton service with a FedEx level of efficiency.
Series 7, 66
Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Hourly
711 Spring Street,
PA 19610 Phone Number (610) 6701656
Why I decided to become a financial advisor: Today's world of investing is complex and takes time to do research to make appropriate decisions in a timely manner. All to often families fall prey to financial predators that attempt to sell high cost products and lock up their hard earned money. Even though the world of investing is changing many financial companies apply unrealistic goals. Employees of these financial firms are put under career and goal stress to achieve them despite often knowing those products are of poor choice. I became a financial advisor to provide the greatest quality of products and service i know this industry can provide and that you deserve. Caring means putting our clients first among all else which is why I have taken the oath of a fiduciary advisor. I began my career at Meridian Asset Management and have held many bank management positions over the years. I have extensive experience working with upper level managers and their families. I hold a Bachelors degree in Accounting from PennState, a masters degree, and am a Certified Financial Planner. I take part in many volunteer functions such as scouting, coaching, and community projects.
Our partnership was founded on the basis of having a positive impact on peoples lives through investment and financial planning. We bring sophisticated planning techniques to busy individuals who lack the time to do it themselves, with over 40 years of combined banking and Wall Street experience. Client portfolios are carefully crafted using our expertise in market research, Individual Retirement Accounts, wealth management, college planning and estate planning.
Series 7, 63, 65
300 Conshohocken State Rd #230,
PA 19428 Phone Number (610) 7834263
Matt joined the firm in 2006 and is one of the founding members of Compass Ion Advisors. In addition to working directly with the families we serve, Matt serves as the firms President, a role he began in 2010. He is responsible for leading our firm as it relates to protecting and growing the mission our team of partners have constructed together over the last several years. In the past, Matt held various sales and support positions with SEI and Merrill Lynch. Matt also served for ten years as an Area Director for Young Life. Young Life is a non-profit organization that cares for young people in hundreds of communities in the US and overseas. During his time there Matt developed the character and leadership ability which Compass Ion has come to value. Our firm and our clients are now the beneficiaries of his growing capacity to create and follow through on the often complex issues our clients regularly face. Matt has completed the NASDs Series 7, 65 and 63 licenses. He earned his undergraduate degree in Business Administration from Eastern University where he now serves on the board along with The Philadelphia Commons Institute. Matt and his wife Kim live in Villanova, Pennsylvania with their five very active sons.
Wealth Management Services that include Financial planning for individuals and families, Endowment and Foundation Consulting, Investment strategy and portfolio management, and Legacy planning.
Series 7, 66
Fee Based Only - No Commissions
600 West Germantown Pike,
PA 19462 Phone Number (610) 2398323
Joined Edelman Financial Engines in 2019. Began his career in the financial services industry in 2006. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s). Bachelor's degree in Business Administration from Drexel University. Married to Jim and they have two children; Christian and Dylan. They have a dog named Simba. Amanda enjoys spending time with her sons and being involved in their extra-curricular activities, family walks and enjoying downtime together.
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.
Series 7, 24, 63, 65
Fee-Based (Fee and Commissions), Based on Assets
5266 Bailey Ct.,
PA 18901 Phone Number (215) 7943393
Please see my website for all information about myself and my firm.
* Additional advisor listing is provided in partnership with YEXT
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