Fee-Only Financial Planners in Newtown, PA

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Newtown, PA:

I can work with clients anywhere!

Keith McGowan

CFP®

American Advisors, LLC

Newtown, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Newtown, PA, serving clients locally and across the country

Michael Garry

CFP®, AIF®, MBA, JD

Yardley Wealth Management

Yardley, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Michael J. Garry, CFP®, JD/MBA, is an Independent Financial Advisor located in Yardley, PA and serving the entire Doylestown area.

George Blenner

CFP®

Summit Financial Advisors, LLC

Newtown, PA

Jonathan Heller

KEJ Financial Advisors, LLC

Newtown, PA

Robert Wilgos

CFP®

Summit Financial Advisors, LLC

Newtown, PA

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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)

    NAPFA Consumer Tools PDF

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