Fee-Only Financial Planners in Pennsylvania

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 Pennsylvania:

Chad Johnson

CPA, Candidate for CFP®

Spartan Wealth Solutions LLC

Lancaster, PA

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

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

Paula Nangle

CFP®

Marshall Financial Group

Doylestown, PA

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

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

William Suplee

CFA®, CFP®, ChFC®, AIF®, CASL®

Structured Asset Management, Inc.

Berwyn, PA

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

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

Alan Schapire

MBA, CPA/PFS, CFP®

Convergent Financial Strategies

Plymouth Meeting, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning, Divorce Planning

Alan Schapire is a Fee-Only Financial Planner located in Plymouth Meeting, PA and serving clients nationwide.

Mark Brinser

CFP®

Stewardship Advisors, LLC

Mount Joy, PA

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

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

Lita 'Lee' Pelko

CFP®, CRPC®

Rodgers & Associates

Lancaster, PA

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

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

Dave Rowan

CFP®, MBA

Rowan Financial, LLC

Bethlehem, PA

Specialties: Real Estate Investing, Comprehensive Financial Planning, Retirement Plans for Individuals and Small Business Owners, Financial Advice for Career & Life Transitions, Impact Investing, Investment Management

Balanced, comprehensive and unbiased financial advice.

Jim McGowan

CFP®

Marshall Financial Group

Doylestown, PA

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

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

Timothy Decker

AIF®, PPC™®

ISI Financial Group, Inc.

Lancaster, PA

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

Fee Only Financial Planner Located in Lancaster, PA and Serving Clients Worldwide

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

Mark Kelly

Rockwood Wealth Management

New Hope, PA

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

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

Kelly Reddy-Heffner

CFP®, CSLP®

Your Financial Pharmacist

Greencastle, PA

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

We’re a fee-only financial planning firm dedicated to serving pharmacists who want something better than the status quo.

Joshua Knauss

CFP®

OMNIWEALTH INVESTMENTS LLC

Lewisburg, PA

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

Fee-Only Financial Planning and Investment Management firm located in Lewisburg, PA, serving clients locally and around the globe.

Michael Henzes

CFP®, EA, MBA

Open Wealth Network

Pottstown, PA

Specialties: Pre-Retirement Checkup, Retirement Income Planning, Investment Management, Late Stage College Planning, Tax Planning, Comprehensive Financial Planning

Flat dollar, fee-Only financial planner located in Pottstown, PA, serving clients in the greater Philadelphia area and across the country

Ryan Kaysen

CFP®

Integritas Financial

Blue Bell, PA

Specialties: Estate Planning, Investment Management, College Education Planning, Tax Planning, Budgeting, Debt Managment, Small Business Strategy

Fee-Only financial planner located in Blue Bell, PA, with a focus on estate planning and investment management

Michael Hartman

CFP®, RICP®

Hyperion Financial

Shillington, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Mitigating Taxes, Optimizing Investments, Charitable Giving

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

James Holtzman

CFP®

Legend Financial Advisors, Inc.®

Pittsburgh, PA

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

Award-Winning Fee-Only Financial Advisor Located in Pittsburgh, PA, Serving Clients Locally and Across the Country

Jessica Goedtel

CFP®

Pavilion Financial Planning

Allentown, PA

Specialties: Comprehensive Financial Planning, Equity Compensation, Investment Management, Tax Planning

Virtual, fee-only financial planner for young professionals all over the country. Firm based in Allentown, Pennsylvania

Thomas Saunders

Winthrop Partners

Doylestown, PA

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

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

Carl Nadwodny

CFA®, CFP®

Convergent Financial Strategies

Plymouth Meeting, PA

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

Carl Nadwodny is a Fee-Only Financial Planner located in Wayne, PA and serving clients nationwide.

R Brian Werner

CFA®, CFP®

Winthrop Partners

Pittsburgh, PA

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

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

Ed Aufman

CFP®

Aufman Associates Inc.

Sewickley, PA

Specialties: Comprehensive Management, Estate Planning, Trust Administration, Management for Families / Generations

Comprehensive financial management for individuals, families, trusts, and foundations.

Gillian McCarthy

CFP®

Great Oak Wealth Management

Pottstown, PA

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

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

Mark Rioboli

CFP®, CFS

Modera Wealth Management, LLC

Wayne, PA

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

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

Michael Helveston

CFP®, CRPC®

Rodgers & Associates

Lancaster, PA

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

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

Vincent R. Barbera

CFP®, MSFS

Newbridge Wealth Management

Berwyn, PA

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

Fiduciary embracing Fee-Only Financial Planner serving clients Nationwide.

John Augenblick

CFP®, MBA

Rockwood Wealth Management

New Hope, PA

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

Fee-Only Financial Advisor serving New Hope, Bucks County, PA area.

Daniel Brady

CFP®, MBA

Planning Capital Management

Philadelphia, PA

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

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

Jim White

CFP®, EA

Great Oak Wealth Management

Pottstown, PA

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

Certified Financial Planner™ located in Pottstown & Malvern, PA, serving clients locally and across the country. Clients are smart and savvy executives, professionals, and business owners.

Alan Rhode

CFP®, CPWA®, RLP®

Modern Wealth LLC

Oreland, PA

Specialties: Financial Life Planning, Financial Planning, Investment Management

ꜰᴇᴇ ᴏɴʟʏ ꜰɪɴᴀɴᴄɪᴀʟ ᴀᴅᴠɪꜱᴏʀ ᴘᴀʀᴛɴᴇʀɪɴɢ ᴡɪᴛʜ ɢᴇɴ x ᴇɴᴛʀᴇᴘʀᴇɴᴇᴜʀꜱ ᴀɴᴅ ᴇxᴇᴄᴜᴛɪᴠᴇꜱ

I can work with clients anywhere!

Bobby Cremins

CFA®, CFP®, CKA®

Metanoia Financial

Philadelphia, PA

Specialties: Investment Management, Executive Compensation, Stock Options and RSUs, Retirement Planning

Build the Stress-free Retirement You Deserve

Kevin Hartnett

CFP®

Sensenig Capital Advisors

Collegeville, PA

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

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

Adam Wright

CFA®, CFP®

Wright Associates

Pittsburgh, PA

Specialties: Comprehensive Retirement Planning, Retirement Income Planning, Tax Planning, Risk Management, Investment Management

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

Allen A. Osgood

CFP®, MBA

Financial Freedom

Malvern, PA

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

Fiduciary wealth management professionals with offices in PA, OH, FL, and ME

Jeffrey Broadhurst

CFP®, CFA, MBA

Broadhurst Financial Advisors, Inc.

West Point, PA

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

Fee-Only Planner serving Philadelphia and the eastern PA area

I can work with clients anywhere!

Benjamin Schmid

CFP®, CKA®

Ketwich Capital LLC

Malvern, PA

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

Fee-Only financial planner located in Malvern, PA serving clients across the country

Lynn S. Evans

CFP®

Women of Substance, LLC

South Abington Township, PA

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

Fee-only financial planning firm committed to helping independent women in the professions, entrepreneurs, and business leaders

Chip Addis

Addis Hill, Inc.

Wayne, PA

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

Fee-Only Wealth Adviser located in Wayne, PA and serving the greater Philadelphia, PA area

I can work with clients anywhere!

Justin Harvey

CFP®, ChFC®, RICP®

APM Wealth

Philadelphia, PA

Specialties: Physician Finances, Student Loan Planning, Growing Your Income, Tax Planning, Comprehensive Financial Planning, Investment Management

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

James Adams

CFA®, CFP®, MBA

Lighthouse Wealth Management

Camp Hill, PA

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

Lighthouse Wealth. Illuminating Your Financial Future.

Ryan Kelly

CFP®, CRPC®, AIF®, EA

Aries Financial Navigators

Lititz, PA

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

Fee-Only financial planner located in Lititz, PA servicing clients in the Philadelphia, Lancaster, and Harrisburg local communities, as well as clients nationwide via virtual meetings.

Diane Pearson

CFP®, CDFA®, PPC™, CeFT®

Pearson Financial Planning

Wexford, PA

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

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

Joseph Hogan

CSLP®, CFP®

WealthFD

Philadelphia, PA

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

Fee-Only financial planner located in Mays Landing, NJ, serving clients locally and across the country

David Niggel

CFP®, ChFC®, AIF®

Key Wealth Partners

Lititz, PA

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

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

Allen Osgood, Jr.

CFP®, B.S.B.A.

Financial Freedom

Malvern, PA

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

Fiduciary wealth management professionals with offices in PA, OH, FL, and ME

Kyle Beckhusen

CFP®, CLU®

Wright Associates

Pittsburgh, PA

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

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

Robert J Falcon

CFP®, CPA/PFS, CCFC, MBA

Falcon Wealth Managers LLC

Concordville, PA

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

Philadelphia area Fee-Only financial planner serving clients locally and across the country.

Devin Faddoul

CFP® Candidate

Adda Financial

Pittsburgh, PA

Specialties: Financial Independence + Lifestyle Design, Investment Management, Cash Flow Analysis, Tax Planning, Money & Relationships, Insurance Analysis, Estate Planning

Helping Millennials eliminate money worries and achieve their goals with flat-fee financial planning and investment advice.

Rick Bell

CLU®

Planning Capital Management

Philadelphia, PA

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

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

Donald DeMuth

CFA, MBA, CPA/PFS/ABV

Mighty Oak Strong America Investment Company

Mechanicsburg, PA

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

Fee-Only Financial Planner located in Mechanicsburg, PA and serving the greater Harrisburg, PA area and clients nationwide

James S. Hemphill

CFP®,CIMA®,CPWA®

TGS Financial Advisors

Radnor, PA

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

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

David Emery

CFP®, CDFA®, MBA

Planning Capital Management

Doylestown, PA

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

Fee-Only Financial Planner located in Doylestown, PA and serving the greater Philadelphia area

Brendan Dooley

CFP®, CRPC®

Meaningful Wealth Management LLC

Flourtown, PA

Specialties: Comprehensive Financial Planning, Investment Management, Equity-based Compensation

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

Robert Vogel

CFP®

Rockwood Wealth Management

New Hope, PA

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

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

Chiara Sockel Renninger

CFP®

Buckingham Strategic Wealth

Wyomissing, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate planning, Risk Management, Multi-Generation Planning

Forever standing on the side of our clients.

Peter Donisanu

Franklin Madison Advisors

Pittsburgh, PA

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

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

John Simkins

CFP®, ChFC®

Stewardship Advisors, LLC

Mount Joy, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning

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

Matthew Stearns

CKA®, CFP®, RICP®

Millennial Money Management LLC

Meadville, PA

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

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

Jeremy Brenn

MBA, CFP®

Sensenig Capital Advisors

Collegeville, PA

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

Independent, fee-only wealth management firm located in the Philadelphia area and serving clients 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.

Carl Emerick

CFP®, CPA, MS

Emerick Financial Planning, LLC

Pittsburgh, PA

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

Fee-Only Financial Advisor serving the Pittsburgh, PA area.

Kenny Bauer

EA, CFP®

Rockwood Wealth Management

New Hope, PA

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

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

Taylor Venanzi

CFP®

Activate Wealth

Philadelphia, PA

Specialties: Comprehensive Financial Planning, Cash Flow & Savings, Investment Management, Tax Planning, Student Loan & Debt Management, Insurance & Risk Management, College Education Planning, Employee Benefit Optimization

Fee-Only financial planner located in Philadelphia, PA, serving busy working professionals locally and virtually across the country.

Rick Rodgers

CFP®, CRPC®

Rodgers & Associates

Lancaster, PA

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

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

I can work with clients anywhere!

Michael Whitehead

CFA®, CFP®

Hutchison Whitehead Wealth Management, LLC

Canonsburg, PA

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

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

Teancum "T" Light

JD, CPA, CFP®

Lighthouse Wealth Management

Camp Hill, PA

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

Fee-Only financial planner with offices in Pennsylvania and Maryland, serving clients locally and across the country

Samuel Feldbaum

CFP®, MST

Rockwood Wealth Management

New Hope, PA

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

Fee-Only Financial Advisor serving New Hope, Bucks County, PA area.

Dominic Corabi

MBA, CFP®

Wedmont Private Capital

West Chester, PA

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

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

Jonathan Kiehl

CFP®, CKA®

Evenkiehl, LLC

Lancaster, PA

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

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

Russ Weiss

CFP®

Marshall Financial Group

Doylestown, PA

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

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

Rebecca Iacopelli

Wescott Financial Advisory Group LLC

Philadelphia, PA

Ashley Duff

CFP®

Rodgers & Associates

Lancaster, PA

George Blenner

CFP®

Summit Financial Advisors, LLC

Newtown, PA

Stephen McDade

Foundation Wealth Management, LLC

Media, PA

Katie Burke

Method Financial Planning

Fountainville, PA

Thomas Walker

Structured Asset Management, Inc.

Berwyn, PA

Sandra Goodstein

Wescott Financial Advisory Group LLC

Fort Washington, PA

Joseph Bucara

CFP®

JCB Financial, Inc.

Collegeville, PA

Jeff Metz

MT, CFP®

RTD Financial

Bala Cynwyd, PA

Robert Stephenson

Rockwood Wealth Management

New Hope, PA

Rebecca Thompson

Wescott Financial Advisory Group LLC

Philadelphia, PA

William Morgan

CPA/PFS

Buckingham Strategic Wealth

Wyomissing, PA

David Lafferty

Wescott Financial Advisory Group LLC

Philadelphia, PA

Aaron Olson

Dakota Coast Capital, LLC

Malvern, PA

Susan Green

Wescott Financial Advisory Group LLC

Philadelphia, PA

Philip Simone

Wescott Financial Advisory Group LLC

Philadelphia, PA

Paul LaViola

Foundation Wealth Management, LLC

Media, PA

Najeedah Ghias

Rockwood Wealth Management

New Hope, PA

Catherine Azeles

CFP®

Conrad Siegel Investment Advisors, Inc.

Harrisburg, PA

Christopher Hershey

CFP®, CRPC®

Rodgers & Associates

Lancaster, PA

Robert Stromberg

CFP®

Mountain River Financial, LLC

Jenkintown, PA

Catherine Morgan

Rockwood Wealth Management

New Hope, PA

Richard Faw

Setarcos Wealth Advisors

Philadelphia, PA

Jonathan Heller

KEJ Financial Advisors, LLC

Newtown, PA

Scott Michalek

Wescott Financial Advisory Group LLC

Philadelphia, PA

Daniel Cairns

Marshall Financial Group

Doylestown, PA

Rachel Moran

CFP®

RTD Financial

Philadelphia, PA

Steve Templeton

Templeton Financial Planning

Pittsburgh, PA

Maureen Donahue

Rockwood Wealth Management

New Hope, PA

James Ciamacco

Wescott Financial Advisory Group LLC

Philadelphia, PA

Will Benner

Modera Wealth Management, LLC

Wayne, PA

Adam Kazan

Adam S. Kazan, CPA

Narberth, PA

Ian Wild

All-Pro Advisors LLC

Warrendale, PA

Patrick Runyen

Modera Wealth Management, LLC

Wayne, PA

Henry Cluver

RTD Financial Advisors Inc.

Philadelphia, PA

Jeffrey Mastronardo

CFP®, CHFC®

Financial Coach Group

West Chester, PA

Russell Wild

Global Portfolios

Philadelphia, PA

Jeremie Patrick

CFP®, CRPC®

Rodgers & Associates

Lancaster, PA

Steven Sivak

Innovate Wealth

Pittsburgh, PA

Lydia Sheckels

Wescott Financial Advisory Group LLC

Philadelphia, PA

Allison Masoero

CFP®

Marshall Financial Group

Doylestown, PA

Gabriella Gioia

Rodgers & Associates

Lancaster, PA

Richard Durso

CFP®, AEP®, MBA

RTD Financial

Philadelphia, PA

Lewis Christman

CFP®

Christman Financial Advisors LLC

Macungie, PA

Steve Haney

Modera Wealth Management, LLC

Wayne, PA

Brent Zackon

RTD Financial Advisors Inc.

Philadelphia, PA

Thomas Ginty

Wedmont Private Capital

West Chester, PA

Erin Baehr

Baehr Family Financial, LLC

Stroudsburg, PA

Brent R. Sutherland

CFP®

Ntellivest, LLC

Pittsburgh, PA

Sarah Caine

CFP®

Agili

Bethlehem, PA

Elizabeth Loew

Rockwood Wealth Management

New Hope, PA

Stephanie James

Wescott Financial Advisory Group LLC

Philadelphia, PA

Adam Yofan

Buckingham Strategic Wealth

New Castle, PA

Jennifer Pieson

FPQP®

Agili

Bethlehem, PA

Grant Rawdin

Wescott Financial Advisory Group LLC

Philadelphia, PA

William Aquila

Waypoint Financial, LLC

Dublin, PA

Brooke Petersen

Conrad Siegel Investment Advisors, Inc.

Lancaster, PA

Sweta Bhargav

Adviso Wealth

Philadelphia, PA

Adam Reinert

Marshall Financial Group

Doylestown, PA

Marc Labadie

RTD Financial Advisors Inc.

Philadelphia, PA

James Smith

Rockwood Wealth Management

New Hope, PA

Neil Kauffman

Kauffman & Drebing

Swarthmore, PA

Jeffrey McClarren

CFP®, EA

McClarren Financial Advisors

State College, PA

Kyle Quigley

Rockwood Wealth Management

New Hope, PA

Donald Scholz

Marshall Financial Group

Doylestown, PA

Stephen Way

Setarcos Wealth Advisors

Philadelphia, PA

Brian Hansen

Rockwood Wealth Management

New Hope, PA

Adam Wright

Wright Associates

Pittsburgh, PA

Kevin Brosious

MBA, CFP®, CPA, PFS, CGMA

Wealth Management, Inc.

Allentown, PA

David Tomback

Earndex, LLC

Dresher, PA

Travis Roe-Raymond

Rockwood Wealth Management

New Hope, PA

Edward Hauck

Parentebeard Wealth Management

Lancaster, PA

Christine Messmer

Christine Messmer PC

Collegeville, PA

Joseph Houk

Rockwood Wealth Management

New Hope, PA

David Markle

Markle Wealth Management

Danielsville, PA

Mark Moretti

MedWealth Advisors

Pittsburgh, PA

Jeff Weiand

CFP®, AIF

RTD Financial

Philadelphia, PA

Gregory Aloia

Abacus Wealth Partners, LLC

Philadelphia, PA

Craig Morgenstern

Rockwood Wealth Management

New Hope, PA

Kate Barron-Alicante

Abacus Wealth Partners, LLC

Philadelphia, PA

Vincent De Giovanni

Summit Financial Advisors, LLC

Doylestown, PA

Timothy Caban

Copper Beech Advisors, LLC

Malvern, PA

Charles Boinske

Modera Wealth Management, LLC

Wayne, PA

Brad Brisan

Buckingham Strategic Wealth

Wyomissing, PA

Richard Elias

CFP®, AWMA®

Rodgers & Associates

Lancaster, PA

Garret Desjardins

RTD Financial Advisors Inc.

Philadelphia, PA

Robert Choiniere

Plans to Prosper, LLC

Wexford, PA

River Nice

Be Intentional Financial

Philadelphia, PA

Hector Ortiz

CFP®, ChFC®

Visbridge Strategies

MOHNTON, PA

Elaine Granieri

Wescott Financial Advisory Group LLC

Fort Washington, PA

Erika Eckman

CRPC®

Rodgers & Associates

Lancaster, PA

Richard Busillo

CFP®, AIF, RPA

RTD Financial

Philadelphia, PA

Erin O'Brien

Purposeful Money

Bethlehem, PA

Robert Wilgos

CFP®

Summit Financial Advisors, LLC

Newtown, PA

Robert Waskiewicz

Wescott Financial Advisory Group LLC

Philadelphia, PA

William Heidig

FiscalWise, Inc.

Media, PA

Courtney Durham

Rockwood Wealth Management

New Hope, PA

Carey Morgan

Livelihood LLC

Philadelphia, PA

John Hagan

Rockwood Wealth Management

New Hope, PA

Scott Worley

CFP®

Buckingham Strategic Wealth

Wyomissing, PA

L Edward Price

CFP®

RTD Financial

Philadelphia, PA

Chelsea Ransom-Cooper

Zenith Solutions, LLC

Philadelphia, PA

Thomas Smedile

Swarthmore Financial Advisors, Ltd.

Media, PA

Adam Sclafani

Rodgers & Associates

Lancaster, PA

Jocelyn Schwartz

Wescott Financial Advisory Group LLC

Philadelphia, PA

Patrick Carney

CFP®, CRPC®

Rodgers & Associates

Lancaster, PA

Christopher Vassallo

CFP®

RTD Financial

Philadelphia, PA

Alexander Rawdin

Wescott Financial Advisory Group LLC

Philadelphia, PA

Alaina Gilbert

Rockwood Wealth Management

New Hope, PA

Nicholas Pileggi

Marshall Financial Group

Doylestown, PA

Molly Wentz

RTD Financial Advisors Inc.

Philadelphia, PA

Gregory Reeder

CFP®

McClarren Financial Advisors, Inc.

State College, PA

Corey Altman

CPA/PFS, CFP®, CGMA

Buckingham Strategic Wealth

New Castle, PA

Meghan Tait

The New Wealth Project

West Chester, PA

Eric Presogna

One-Up Financial

Erie, PA

Christopher Cortese

Wescott Financial Advisory Group LLC

Philadelphia, PA

Megan Kiesel

Livelihood

Philadelphia, PA

Karen McIntyre

Wescott Financial Advisory Group LLC

Philadelphia, PA

Renee Schuster

Rockwood Wealth Management

New Hope, PA

Man-Hyung Hahn

CFP®, CPA, EA, MBA

RTD Financial

Philadelphia, 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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