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 Media, 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 Media, PA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
David Devita
CFA, CFP®, CIPM®, CEPA®
EP Wealth Advisors
Media, PA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Jacob Miller
CFP®
EP Wealth Advisors
Media, PA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Paul LaViola
CFP®, ChFC®, MST, MSFS, RPA
Foundation Wealth Management, LLC
Media, PA
Specialties: Retirement Planning, Tax Efficient Distribution Strategies, Investment Management, Tax Minimization Strategies, Charitable Giving Strategies, Retirement Planning, Tax Planning
Foundation Wealth Management is an independent, employee-owned, fee-only fiduciary firm guiding clients through retirement's three stages—uncertainty, stability, reflection—for a flat $12,000 fee. Offices in Media, PA; Wilmington and Rehoboth Beach
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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)
