Fee-Only Financial Planners in:
Pennsylvania

These Pennsylvania Fee-Only financial advisors specialize in financial planning, retirement planning, wealth management, tax planning, investment management, and all areas of financial planning. All financial planners listed are members of The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

Pennsylvania Financial Planners

Tools & Tips

Get NAPFA's field guide to walk you through all of the steps to finding qualified financial advice.

NAPFA Pursuit of a Financial Advisor Field Guide

This checklist is an excellent way to get an overview of an advisor's capabilities and qualifications. Learn More...

NAPFA members are not all alike. Though they adhere to the same key principles, they are each independent advisors who serve their clients differently. Use this document to understand the differences in forms of compensation and level of service that will be provided. Learn More...

Russ Weiss, CFP®
Marshall Financial Group
Doylestown PA
Fee-Only Financial Planner serving the Doylestown, PA area.
Paula Nangle, CFP®
Marshall Financial Group
Doylestown PA
Fee-Only Financial Planner serving the Doylestown, PA area.
William Suplee, CFA, CFP®, ChFC®, AIF®, CASL®
Structured Asset Management, Inc.
Berwyn PA, Malvern PA, Wayne PA, King of Prussia PA, Valley Forge PA
Vincent Barbera, CFP® MSFS
Newbridge Wealth Management
Berwyn PA
Fiduciary embracing Fee-Only Financial Planner serving clients Nationwide.
Michael Smith, CFP®
RTD Financial Advisors, Inc.
Atlanta GA, Philadelphia PA, Bonita Springs FL, Mt. Laurel NJ, West Chester PA, Johnstown PA
Fee-Only Financial Planner with offices in Philadelphia, Atlanta, Bonita Springs (FL), Mt. Laurel (NJ), West Chester and Johnstown (PA)
Jeremy Brenn, CFP®, MBA
Sensenig Capital Advisors
Collegeville PA, Philadelphia PA
Independent, fee-only wealth management firm located in the Philadelphia area and serving clients across the country.
Michael Helveston, CFP®, CRPC®
Rodgers & Associates
Lancaster PA, Allentown PA, Harrisburg PA, Mechanicsburg PA, Middletown PA, Philadelphia PA, State College PA, York PA, Carlisle PA, Hershey PA, Hershey PA
Fee Only Financial Planner Located in Lancaster, PA and Serving Clients Nationwide
Monica Garver, CPA, CFP®, AIFA, CDFA™
RTD Financial Advisors, Inc.
Johnstown PA
Fee-Only Financial Planner serving the Johnstown, PA area.
Lita Pelko, CFP®, CRPC®
Rodgers & Associates
Lancaster PA, Allentown PA, Harrisburg PA, Mechanicsburg PA, Middletown PA, Philadelphia PA, State College PA, York PA, Carlisle PA, Hershey PA, Hershey PA
Fee Only Financial Planner Located in Lancaster, PA and Serving Clients Nationwide
Diane Pearson, CFP®, PPC™, CDFA™
Legend Financial Advisors, Inc.®
Pittsburgh PA
Fee Only Financial Planner Located in Pittsburgh, PA and Serving Clients Nationwide
Jeffrey Broadhurst, CFP®, CFA®, MBA
Broadhurst Financial Advisors, Inc.
West Point PA, Philadelphia PA
Fee-Only Planner serving Philadelphia and the eastern PA area
Carl Sensenig
Sensenig Capital Advisors, Inc.
Collegeville PA, Philadelphia PA
Independent, fee-only wealth management firm located in the Philadelphia area and serving clients across the country.
Glenn Meyer, CFP®, CLU®, ChFC®, CPA
GDM Advisory Group, Ltd.
Jenkintown PA
Fee-Only Financial Advisor serving Jenkintown, PA area.
C. Bradley Bond, CFP®, CFA, AIF®
C. B. Bond Financial Planning
Export PA
Fee Only Financial Planner serving the greater Pittsburgh, PA region and clients across the country through virtual services
Richard Durso, CFP®, AEP®
RTD Financial Advisors, Inc.
Philadelphia PA
Fee-Only Financial Planner serving the Philadelphia, PA area.
Michael Whitehead, CFA, CFP®
Hutchison Whitehead Wealth Management, LLC
Canonsburg PA
Fee-Only Financial Planner serving the Canonsburg, PA area.
Rick Rodgers, CFP®, CRPC®, CRC®
Rodgers & Associates
Lancaster PA, Allentown PA, Harrisburg PA, Mechanicsburg PA, Middletown PA, Philadelphia PA, State College PA, York PA, Carlisle PA, Hershey PA
Fee Only Financial Planner Located in Lancaster, PA and Serving Clients Nationwide
Keith McGowan, CFP®
American Advisors, LLC
Newtown PA
Fee-Only Financial Planner serving the Newtown, PA area.
Patricia Sperduto, CFP®, MBA, AIF®
Meyer Capital Group
Marlton NJ, Philadelphia PA, Wilmington DE
An Independent Fee-Only Advisor serving the NY, NJ, PA and DE areas.
Brian Booth, CFP®, MS
Rockwood Wealth Management
New Hope PA, Annapolis MD
Fee Only Financial Planner Located in New Hope, PA & Annapolis, MD. Serving Clients Nationwide
Carl Emerick, CFP®, CPA, MS
Emerick Financial Planning, LLC
Pittsburgh PA
Fee-Only Financial Advisor serving the Pittsburgh, PA area.
John Hochschwender, CFP®, MBA
RTD Financial Advisors, Inc.
Philadelphia PA, West Chester PA
Fee Only Financial Planner Located in Philadelphia, PA and Serving Clients Nationwide
Alan Schapire, MBA, CPA/PFS, CFP®
Convergent Financial Strategies
Wayne PA, Philadelphia PA
Alan Schapire is a Fee-Only Financial Planner located in Wayne, PA and serving clients nationwide.
Chip Addis
Addis & Hill, Inc.
Wayne PA
Fee-Only Wealth Adviser located in Wayne, PA and serving the greater Philadelphia, PA area
Lou Stanasolovich, CFP®
Legend Financial Advisors, Inc.®
Pittsburgh PA
Legend Financial Advisors, Inc.® (Legend) is a Non-Commission, Fee-Only investment advisory firm.
Kurt Angstadt, CFP®
Sensenig Capital Advisors, Inc.
Collegeville PA, Philadelphia PA
Independent, fee-only wealth management firm located in the Philadelphia area and serving clients across the country.
David Emery, CFP®, CDFA™
Marshall Financial Group
Doylestown PA
Fee-Only Financial Planner located in Doylestown, PA and serving the greater Philadelphia area
John Augenblick, CFP®, MBA
Rockwood Wealth Management
New Hope PA
Fee-Only Financial Advisor serving New Hope, Bucks County, PA area.
Donald DeMuth, CFA, MBA, CPA/PFS/ABV
Mighty Oak Strong America Investment Company
Mechanicsburg PA, Harrisburg PA, Hershey PA, Middletown PA, Lancaster PA, Lebanon PA, Carlisle PA, Camp Hill PA, York PA, Hanover PA, Gettysburg PA, State College PA, Philadelphia PA, Chambersburg PA, King of Prussia PA, Valley Forge PA, Wayne PA
Fee-Only Financial Planner located in Mechanicsburg, PA and serving the greater Harrisburg, PA area and clients nationwide
Lynn Evans, CFP®
Northeastern Financial Consultants, Inc.
Clarks Summit PA, Scranton PA
Fee-Only Financial Advisor Serving the Entire Northeast US
Timothy Decker, AIF, PPC
ISI Financial Group, Inc.
Lancaster PA, Harrisburg PA, Allentown PA, Mechanicsburg PA, Middletown PA, State College PA, Wyomissing PA, York PA
Fee Only Financial Planner Located in Lancaster, PA and Serving Clients Worldwide
Michael Garry, CFP®, MBA, JD
Yardley Wealth Management
Newtown PA, Doylestown PA, Washington Crossing PA, New Hope PA, Pennington NJ, Princeton NJ
Michael J. Garry, CFP®, JD/MBA, is an independent Financial Advisor located in Newtown, PA and serving the entire Doylestown area.
Carl Nadwodny, CFA
Convergent Financial Strategies
Wayne PA, Philadelphia PA
Carl Nadwodny is a Fee-Only Financial Planner located in Wayne, PA and serving clients nationwide.
Drew Tignanelli, CFP®, CPA - Financial Consulate, Inc. - Hunt Valley MD, Gettysburg PA
Susan Slowinski, CFP®, CPA - Financial Consulate, Inc. - Hunt Valley MD, Gettysburg PA
Steve Templeton - Templeton Financial Planning - Canonsburg PA, Pittsburgh PA, Moon Township PA
Erin Baehr, CFP®, EA, ChFc - Baehr Family Financial, LLC - Chester NJ, Stroudsburg PA, Hackettstown PA Randolph NJ, Dover NJ, Wilkes-Barre PA, Morristown NJ
Karen McIntyre, CFP® - Wescott Financial Advisory Group - Philadelphia PA
Jim McGowan, CFP® - Marshall Financial Group - Doylestown PA
Timothy Caban, CFP® - Copper Beech Advisors, LLC - Malvern PA
Robert Boehner, CFP® - Financial Consulate, Inc. - Gettysburg PA, Hunt Valley MD
Thomas Terhaar - Conrad Siegel Investment Advisors - Harrisburg PA
Louis Cicero - F L Cicero Financial Services - West Chester PA
William Aquila - Waypoint Financial, LLC - Dublin PA
Megan Donnelly - Quabbin Advisors, LLC - Moosic PA
Robert McCullough - MC2 Financial Advisers, Inc. - Newtown Square PA
David Lafferty, CFP® - Wescott Financial Advisory Group - Philadelphia PA
Allen Osgood Jr., CFP® - financial freedom, llc - York ME, Cincinnati OH, Beavercreek OH, Malvern PA, Sarasota FL
Steven Sivak - Innovate Wealth - Pittsburgh PA
Kristofor Behn, CFP® - Fieldstone Financial - Boston MA, Bethesda MD, Wilmington DE, Foxboro MA, Alexandria VA, Radnor PA
George Blenner, CFP®, MBA - Summit Financial Advisors, LLC - Philadelphia PA, Doylestown PA, Newtown PA
David Markle - Markle Wealth Management - Danielsville PA
Lydia Sheckels, CFP®, CLU®, ChFC® - Wescott Financial Advisory Group - Philadelphia PA, Miami FL
Roger Bair, CFP® - Financial Consulate, Inc. - Gettysburg PA, Hunt Valley MD
Christine Falvello, CFP® - Navigate Financial Advisors - Ocean View DE, Sugarloaf PA
Stephanie James, CFP® - Wescott Financial Advisory Group - Philadelphia PA
Chiara Renninger - Buckingham Strategic Wealth - Wyomissing PA
Scott Worley - Buckingham Strategic Wealth - Wyomissing PA
Spencer Sherman - Abacus Wealth Partners, LLC - Manhattan Beach CA, Sebastopol CA, Santa Monica CA, New York NY, Philadelphia PA
Russell Wild - Global Portfolios - Allentown PA
Grant Rawdin, CFP®, JD - Wescott Financial Advisory Group - Philadelphia PA
Marilee Falco, ChFC®, CPA - JoycePayne Partners - Bethlehem PA
Robert Lindstrom, CFP® - Financial Consulate, Inc. - Hunt Valley MD, Gettysburg PA
Kevin Brosious, CFP®, CPA, PFS, MBA - Wealth Management, Inc. - Plymouth Meeting PA, Allentown PA, Bridgewater NJ
Graham Ewing, CFP® - Financial Consulate, Inc. - Gettysburg PA, Hunt Valley MD
Fredrick Amrein, MBA, ChFc - Amrein Financial - Wynnewood PA
Robert Choiniere, CFP® - Plans to Prosper, LLC - Wexford PA Pittsburgh PA, Cranberry Township PA
Martha Schilling - Schilling Group Advisors, LLC - Dresher PA
Augustine Repetto, CFP®, MST - Locust Capital Management, LLC - Philadelphia PA
Erik Evans, CFP®, CPA, CFS - GoalQueste, LLC - Berwyn PA
Vincent DeGiovanni, CFP®, MBA - Summit Financial Advisors, LLC - Newtown PA
Jeffrey McClarren - McClarren Financial Advisors - Harrisburg PA, State College PA
Brent Sutherland, CFP®, AIF® - Ntellivest LLC - Pittsburgh PA
Michael Joyce - JoycePayne Partners - Bethlehem PA, Richmond VA
Thomas Smedile, CPA/PFS, MST - Swarthmore Financial Advisors, Ltd. - Media PA
Susan Green - Wescott Financial Advisory Group - Philadelphia PA
Stephen McDade - Foundation Wealth Management, LLC - Media PA
Joseph Harowski, CFP® - Smart Choice Financial Planning, Inc. - St. John IN, Chicago IL, St. John IN, Carlisle PA
Donald Scholz - Marshall Financial Group - Doylestown PA
Kenny Bauer - Marshall Financial Group - Doylestown PA
Bobby Cremins - Metanoia Financial - Philadelphia PA
Mike McCarthy, CFP®, CPA - Financial Consulate, Inc. - Gettysburg PA, Hunt Valley MD
Samuel Feldbaum - Locust Capital Management - Penn Valley PA
William Heidig - FiscalWise, Inc. - Lancaster PA, Media PA
Katherine Holden, CFP®, ChFC® - Holden Financial Planning - Wayne PA
Irene Giman - RTD Financial Advisors - Philadelphia PA
Jonathan Heller - KEJ Financial Advisors, LLC - Newtown PA
Thomas Walker, CFP®, ChFC®, MBA - Structured Asset Management, Inc. - Paoli PA
Joyce Cole, CFP®, BS - J. Cole Financial Advisers, Inc. - Montpelier VT, Gansevoort NY, Philadelphia PA
Patrick Runyen - Independence Advisors, LLC - Wayne PA
Paul LaViola, CFP®, ChFC®, MST, MSFS - Foundation Wealth Management - Media PA Philadelphia PA
Edward Aufman, CFP® - aufman associates inc. - Longboat Key FL, Sewickley PA Pittsburgh PA
Robert Wilgos, CFP, MBA - Summit Financial Advisors, LLC - Newtown PA
Jeremy Walter - Fident Financial, LLC - Lancaster PA