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Find Top Financial Advisors in Shrewsbury, Pennsylvania

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Shrewsbury, 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.

Qualifications of Financial Advisors in Shrewsbury

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 Shrewsbury, Pennsylvania
Financial Advisor Office Location Phone Number
Jake Marcoux
CFP®, CLU®, ChFC®
Legacy Capital
300 Red Brook Blvd,
Owings Mills, MD 21131
240-643-2337
Jonathan Saxon
CFS
Edelman Financial Engines, LLC
901 Dulaney Valley Road,,
Towson, MD 21204
410-823-0592
Bill Parker
AIF®
GrandView Asset Management
4200 Crums Mill Road Second Floor,
Harrisburg, PA 17112
717-541-1000
Surendra Dave
CFP®, CFS
Edelman Financial Engines, LLC
1 Research Court Suite 450,
Rockville, MD 20850
301-547-3166
Matthew Wollick
CFP®, CRPC®
Edelman Financial Engines, LLC
225 Wilmington West Chester Pike,
Chadds Ford, PA 19317
484-362-0263
Andrew Rosen
CFP®
Diversified, LLC
2200 Concord Pike,
Wilmington, DE 19803
302-765-3500
Vanguard Personal Advisor Services
Vanguard Personal Advisor Services
100 Vanguard Blv V26,
Malvern, PA 19355
800-211-7806
Dean Tsantes
CFP®
Edelman Financial Engines, LLC
19775 Belmont Executive Plaza,
Ashburn, VA 20147
703-251-0197

Information on Qualified Financial Advisors in Shrewsbury

Qualifications CRD# 4673912
FirmCRD# n/a
Series 7, 26, 66

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


Office Location 300 Red Brook Blvd,
Suite 320,
Owings Mills,
MD
21131
Phone Number 240-643-2337

I grew up in Rockville, MD, where I was raised by my Canadian grandparents. My grandfather passed away at a young age where unfortunately I learned first hand the importance of proper planning and risk management. This led me to pursue degrees in Finance & Accounting, while playing both D3 Football and Basketball. Today, I love spending time with my wife Alysia, and our 3 kids, Genevieve (8), Vivian (7) and Beau (3). When we're not traveling, trying new things, or most often shuttling between the kids sports and activities.. . I try to keep up on our Washington and Baltimore sports teams and occasionally breaking 100 while golfing!

About Legacy Capital

At Legacy Capital, we take the time to understand what's truly important to you and we deliver personalized strategies that are consistent with your dreams and values. It's really never too early to begin thinking about leaving a legacy and our experienced team is committed to helping you achieve financial freedom through our highly customized and comprehensive planning approach. We can help you prepare for whatever life brings- both the expected and the unexpected- with personalized advice that is as unique as you are. Working together, we can help you feel more confident, connected and in control of your financial future and we will strive to deliver a thoughtful and distinctive client experience to earn your trust for the long-term.


Qualifications CRD# 4789005
FirmCRD# 104510
Series 66

Compensation/Fee Fee-Based


Office Location 901 Dulaney Valley Road,,
Suite 901,
Towson,
MD
21204
Phone Number 410-823-0592

I've been a financial planner since 2004. I enjoy using my experience to assist my clients in making smart decisions that can help them achieve their financial goals, no matter how large or small. One of my favorite things to do outside of work is spend time and travel with my family. I'm also an avid reader of fiction and non-fiction.

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# 2363450
FirmCRD# 172357
Series 7, 63

Compensation/Fee Fee-Based


Office Location 4200 Crums Mill Road Second Floor,
Harrisburg,
PA
17112
Phone Number 717-541-1000

William J. Parker is the Chief Executive Officer of GrandView Asset Management, a firm which offers fee based money management headquartered in Harrisburg, Pennsylvania. GrandView Asset Management is one of the largest and oldest independent Fee Based management firms in Central Pennsylvania. The firm has been family operated since 1962. Bill is an Accredited Investment Fiduciary Analyst. (AIFA) In addition, Bill is a Certified Estate Planner and Certified Kingdom Advisor.

About GrandView Asset Management

We work with you to create a personalized road-map designed to guide you through lifes milestones. Our experienced team of professionals is here tooffer you unbiased advice and ongoing support. We strive to simplify your financial strategies. As an independent firm, we are focused on serving you and your needs!

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# 2264155
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 1 Research Court Suite 450,
Rockville,
MD
20850
Phone Number 301-547-3166

I'm passionate about working with families and developing strategies that can help them accomplish their financial and retirement goals. In my spare time, I enjoy spending time with my family and staying active by working out, playing tennis and walking.

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# 2716241
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 225 Wilmington West Chester Pike,
Suite 200,
Chadds Ford,
PA
19317
Phone Number 484-362-0263

I enjoy being a financial planner because I'm all about helping my clients plan ahead to face life's challenges knowing that they have a roadmap to take them all the way to a rewarding retirement. My interests outside of work have been called unique by my four daughters. I have a passion for high intensity interval training and am a big fan of archery.

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# 4722997
FirmCRD# 123859
Series 6, 7, 63

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


Office Location 2200 Concord Pike,
Suite 104,
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, Andrews 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

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts


Qualifications FirmCRD# 106715

Compensation/Fee Fee-Based


Office Location 100 Vanguard Blv V26,
Malvern,
PA
19355
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.

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Tax Advice and Services


Qualifications CRD# 6179609
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 19775 Belmont Executive Plaza,
Suite 510,
Ashburn,
VA
20147
Phone Number 703-251-0197

My mission for my clients is to strategize and create an optimal plan to meet their goals by looking at all resources. I want to educate my clients and provide recommendations and a plan they understand and feel comfortable with. In my spare time, I enjoy traveling, golf, fishing and being 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.


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Frequently Asked Questions

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?