Find Top Financial Advisors in Reading, Pennsylvania

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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 Reading, Pennsylvania
Last Updated - 18-Mar-2023

Reading has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 7 non-vetted advisors in your local area. These financial advisors in Reading, Pennsylvania have an average of 25 years of experience.

NOTE: The list of financial advisors in Reading, Pennsylvania mentioned below do 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 Reading, Pennsylvania.

Qualified Financial Advisors in Reading, Pennsylvania
Financial Advisor Experience AUM Minimum Assets Fee Structure
James Graves
2048 Remington Dr.,
Chester Springs, PA 19425
40 $15,000,000 $250,000 Fee-Only
Frank Muscara
101 Lindenwood Dr Ste 225,
Malvern, PA 19355
10 Not Specified Not Specified Fee-Only
Vanguard Personal Advisor Services
100 Vanguard Blv V26,
Malvern, PA 19355
Not Disclosed Not Specified Not Specified Fee-Based
Andrew Rosen
2200 Concord Pike,
Suite 104,
Wilmington, DE 19803
22 $250000 Not Specified Fee-Based
Peter D. Shelp CFP ®
AWMA®, CRPS®, CRPC®, Accredited Wealth Management Advisor(AWMA), ChFC®
613 Baltimore Drive Suite 202,
Wilkes Barre, PA 18702
31 Not Specified $500000 Fee-Based

Information on Qualified Financial Advisors in Reading

Qualifications CRD# 1497037
Firm CRD# 1497037
Series 7, 24

Compensation/Fee Fee-Only, Based on Assets

Office Location 2048 Remington Dr.,
Chester Springs,
Phone Number 302-367-6856

James began his career at Bankers Trust Company as a commercial lending officer before transitioning to BTCo.s trading desk where he was an institutional bond salesman and subsequently underwrote and traded Federal Agency bonds such as Federal Farm Credit Bank, FNMA and Federal Home Loan Bank bonds. Decamping from New York, James held senior positions with Wilmington Trust Company, T. Rowe Price, Acadian Asset Management, Zurich Capital Markets and Morgan Stanley before joining Merrill Lynch. In addition to holding the preeminent industry designation as a Certified Financial Planner®, James holds degrees from Trinity College in Hartford CT (B.A. English/Political Science) and New York University Stern School of Business (M.B.A.). Originally from Wilmington, DE, he has two grown children, two grandchildren and lives with his wife in Chester Springs, PA.

About Joppa Mill Advisors Ltd.

Joppa Mill Advisors Ltd. represents the culmination of James' experience as a Financial Advisor with Merrill Lynch and a successful and rewarding thirty-five year career on Wall Street in institutional asset management and capital markets. Drawing on decades of financial markets experience, James provides his clients with a disciplined, goals-based decision-making framework to help them align their personal assets with their financial objectives. As an independent advisor, our clients can be assured that their goals and best interests are always paramount and our recommendations are conflict-free.

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, Insurance Products & Annuities

Qualifications CRD# 6218725
Firm CRD# 323625

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

Office Location 101 Lindenwood Dr Ste 225,
Phone Number 484-205-9669

I've been in financial services since graduating from West Chester University in 2012, when I started as an intern at National Penn Bank. Since then, I've gone on to work for PNC Bank, Vanguard, and most recently started an RIA with my business partner and friend, John Gormley. I also received my MBA from Villanova University in May of 2020.

About Goshen Capital LLC

Goshen Capital is concerned with two things: making sure you understand how and why you're paying us, and providing the most objective, honest advice we can. We take our roles as fiduciaries very seriously. We make every effort to provide upfront, transparent, and fair prices for the services we offer, and clearly communicate why we're worth it. We view our roles in your financial life not just as advisors, but as educators, giving you the knowledge necessary to make good financial decisions at all times in your life, not just when you talk to us. So if you're looking for an advisor promising outsized returns or "secret" retirement income solutions, move on to the next advisor. If you want an advisor here to educate, inform, and put your interests first, then pick up the phone and give us a call and see how we can help you.

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

Qualifications Firm CRD# 106715

Compensation/Fee Fee-Based

Office Location 100 Vanguard Blv V26,
Phone Number 800-211-7806

Vanguard Personal Advisor Services® gives you ongoing access to advisors who will always 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 Services

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

Compensation/Fee Fee-Based, Based on Assets

Office Location 2200 Concord Pike,
Suite 104,
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# 1402904
Series 7, 10, 63

Compensation/Fee Fee-Based

Office Location 613 Baltimore Drive Suite 202,
Wilkes Barre,
Phone Number 570-283-8140

I am a Certified Financial Planner. Our focus is to determine risk tolerance and return expectations. Our goal is to get the best return with the least amount of risk with the best cost. We use some of the best portfolio managers including the American funds, Legg Mason, West End, Blackrock and Vanguard. Our team specializes in retirement planning and professional portfolio management. Check our website at www.kingstonretirementgroup.com to get an idea of our background in greater details.

About Janney Montgomery Scott LLC

How I Work With Clients Long-term focus and discipline start with a sound investment strategy. The first meeting is a complimentary consultation. I like to get acquainted with you and your family to discuss your current financial condition and determine your invetment objectives. Once we begin a business relationship, we proceed to gather all of your financial data, which includes current investments, income, assets, insurances and any debts or loans. Upon determining your goals and objectives, we then analyze the information and agree upon a financial plan. Once an investment plan is agreed upon, our team of specialists will work with your own independent tax and legal advisors. Our goal is to add value through a comprehensive planning approach. Regular portfolio reviews will then be scheduled to monitor your investments and rebalance as necessary. We will also discuss any life changes that may have occurred and the opportunities and challenges that they may present. This is what all present and future clients can expect. I welcome the opportunity to work with you as your investment partner.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management

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

Firm Name AUM No. of Clients Fee Structure
2395 Lancaster Pike,
Reading, PA 19607
$2,731,154,262 14607 A percentage of AUM
Hourly charges
Fixed fees
505 Penn Street Suite 200,
Reading, PA 19601
$237,100,464 227 A percentage of AUM

    List of Additional Advisors in Reading, Pennsylvania*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Crossroads Advisors Group
    Inquire with Crossroads
    4641 Pottsville Pike, Ste 108, Reading, PA  19605 610-926-6649
    Elizabeth A Lauer
    Inquire with Elizabeth
    4641 Pottsville Pike, Ste 108, Reading, PA  19605 610-926-6649
    Jeremy D Henn
    Inquire with Jeremy
    4641 Pottsville Pike, Ste 108, Reading, PA  19605 610-926-6649
    CoActive Wealth Strategists, LLC
    Inquire with CoActive
    3013A Kutztown Road, Reading, PA  19605 610-921-0600
    Steven Williams
    Inquire with Steven
    4215 Perkiomen Ave, Reading, PA  19606 610-736-2076
    Nidhi Kapoor
    Inquire with Nidhi
    4215 Perkiomen Ave, Reading, PA  19606 610-382-2909
    Edward Jones
    Inquire with Edward
    3701 Perkiomen Ave, Suite 1, Reading, PA  19606 610-621-2512
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