What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Erie, PA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Erie, PA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Eric Presogna
CPA, CFP®
One-Up Financial
Erie, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Saving Money on Taxes, Small Business Financial Planning
Fee-Only financial planner located in Erie, PA, serving clients locally and across the country
Matthew Stearns
CKA®, CFP®, RICP®
Brookhouse Advisors LLC
Meadville, PA
Specialties: Faith Based Investing, Philanthropic Giving, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
Christian-focused, Fee-Only, and Independent. Located in Meadville, PA. Serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
