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 Pennsylvania 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 Pennsylvania Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Greg Staub
CFA, Ph.D.
PSI Capital Management
Hanover, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Special Needs Planning, College Education Planning, Tax Planning, Charitable Foundation & Endowment Services
A Different Approach to Financial Planning. Most financial advisors start with investments—we start with you.
Scott Michael
CFP®, AIF
Savant Wealth Management
York, PA
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
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
Scott Smith
ChFC®, RICP®
PSI Capital Management
Hershey, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
A Different Approach to Financial Planning. Most financial advisors start with investments—we start with you.
Ayad Amary
CFP®, AIF®
Wealthcare of the Lehigh Valley
BETHLEHEM, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Asset Management, Estate and Legacy Planning, Tax Planning
Fee-Only financial planner located in the Lehigh Valley, PA area. Serving clients in Allentown, PA | Bethlehem, PA | Easton, PA | Nationwide via Zoom.
Stephen McDade
CFP®
Foundation Wealth Management, LLC
Media, PA
Specialties: Retirement Planning, Tax Efficient Distribution Strategies, Investment Management, Tax Minimization Strategies, Charitable Giving Strategies
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
Dave Rowan
CFP®, MBA
Rowan Financial, LLC
Bethlehem, PA
Specialties: Real Estate Investing, Retirement Planning, Career Changes / Exiting Your Day Job, New Family Finances, Investment Management, Tax Planning
Providing balanced, comprehensive and unbiased financial advice to real estate investors, pre-retirees, career-changers, and new families in Bethlehem, Lehigh Valley, Philadelphia, New Jersey and nationwide.
Bob Wolfe
CFP®, EA, CSLP®
HealthyFP
Conshohocken, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Evidence-Based Investing, Tax Planning and Prep, Estate & Legacy Planning, Debt & Student-Loan Planning, Insurance & Risk Review, Business Planning
Managing Finances Is Not In Your Job Description. With a focus on Healthcare providers and Caregivers, we help the helpers.
Joseph Hogan
CSLP®, CFP®, EA, CBDA
WealthFD
Conshohocken, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Conshohocken, PA, serving clients locally and across the country. Our firm excels in working with dentists, medical professionals, real estate investors, retiree's and business owners.
John Owens
CFP®, EA, ECA, CPWA®
Brooklyn Fi
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Your taxes, investments, and financial plan. All in one place. Brooklyn Fi is a wealth management firm built for high-income tech professionals navigating equity compensation, complex tax situations, and major life transitions.
James Adams
CFA®, CFP®, MBA
Lighthouse Wealth Management
Camp Hill, PA
Specialties: Comprehensive Financial Planning, Asset Management, Estate Planning, Tax Planning, Retirement Income Planning, College Education Planning
Tax-focused comprehensive financial planning, serving central Pennsylvania, Maryland, and clients across the country.
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 ADVISORS. WE INVEST IN YOU BEFORE YOU INVEST IN US. GET A COMPREHENSIVE FINANCIAL PLAN BEFORE YOU PAY DOLLAR 1.
Bradley Clark
CFP®, RICP®, MBA
Clark Asset Management, LLC
Wayne, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We offer our bundle of investment management & financial planning for a simple fixed flat fee of $12,500 per year.
Adam Sclafani
CFP®, CRPC™
Rodgers & Associates
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We know retirement is about far more than finances. That’s why our approach considers all aspects of your life as we create and implement your unique plan together. Located in Lancaster, PA and serving clients across the country.
Gosia Guziak
CFP®
Oasis Wealth Planning Advisors, LLC
Philadelphia, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Social Security & Pension Analysis, Executive Compensation
Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Tampa (FL), Philadelphia (PA) and beyond through in-person and video conferencing.
Benjamin Schmid
CFP®, CKA®, CRWA®, WFA®
Ketwich Capital LLC
Malvern, PA
Specialties: Private Wealth Management, Legacy Planning, Intergenerational Planning, Sudden Wealth Management, Charitable Giving, Wealth Transfer
Fee-Only financial planner located in Malvern, PA serving clients across the country
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
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
Jeffrey Alderfer
CFP®
Bastion Fiduciary
Chadds Ford, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We are a fee-only, fiduciary financial firm founded by veteran military officers, committed to disciplined processes, personal integrity, and transparent client relationships.
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
Rick Rodgers
CFP®, CRPC®
Rodgers & Associates
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We know retirement is about far more than finances. That’s why our approach considers all aspects of your life as we create and implement your unique plan together. Located in Lancaster, PA and serving clients across the country.
Robert Reese
Reese Legacy Capital
East Petersburg, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Reese Legacy Capital provides fiduciary, fee-only financial guidance focused on long-term legacy planning for individuals and families. Located in the Lancaster, PA, area, serving clients locally and across the country.
Jason McWilliams
CPA, CFP®
JRM Tax & Wealth Management, LLC
Chester Heights, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Tax Preparation
Fee-Only financial planner located in Aston, PA, serving clients locally and across the country.
Teancum 'T' Light
JD, CPA, CFP®
Lighthouse Wealth Management
Camp Hill, PA
Specialties: Comprehensive Financial Planning, Asset Management, Retirement Income Planning, Tax Planning, Family Office Services, Trusts & Estate Planning
Tax-focused comprehensive financial planning helping successful families reduce taxes, manage wealth, and retire with confidence.
Ryan Langan
CFP®
Your Path Fi, LLC
West Chester, PA
Specialties: Comprehensive Financial Planning, Retirement Planning, Retirement Income Planning, Tax Planning, Investment Management, Social Security & Pension Collection Strategy, Estate Planning, Insurance Planning, College Education Planning, Work Optional/Retire Early
I provide tax-efficient retirement planning and investment management for a flat annual fee. Located in the suburbs of Philadelphia, PA, serving clients locally and across the country.
Bill Pauley
CFA, CFP®
Southernmost Advisors
Doylestown, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning & Services, Insurance Planning
Fee-Only financial planner located in Key West, FL, serving clients locally and across the country
Madeline McIvor
CFP®
Arden Financial
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning, Equity Compensation
Fee-Only financial planner located in Pittsburgh, PA, serving clients locally and across the country
Mark Brinser
CFP®
Stewardship Advisors, LLC
Mount Joy, PA
Specialties: Comprehensive Financial Life Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Creative Charitable Giving
Fee-Only financial planner located in Mount Joy, PA, serving clients locally and across the country
Zak Lutz
CFP®, RLP®, CKA®
LifeGuide Financial Advisors
Carlisle, PA
Specialties: Comprehensive Financial Life Planning, Investment Management, Survivor Assistance, Retirement Income Planning, College Education Planning, Estate and Tax Planning
Fee-only, Christian faith-based financial planner located in Mechanicsburg, PA, serving clients locally and across the country
Daniel Brady
CFP®, CPA, MBA
Waverly Advisors
Paoli, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, Tax Stragies, Estate Planning, Pass Through Income, Stock Options, Executive Compensation Plans, Trust Strategies
Fee-Only financial planner located in on the Philadelphia Main Line, serving clients locally and across the country
Thomas Williams
CFP®, CPA
Savant Wealth Management
Wyomissing, PA
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Anna Foxburn
CFP®, AIF, ChFC®, RPL
Foxburn Financial
Pittsburgh, PA
Specialties: Holistic Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning, Equity Compensation
Your Financial Life, Simplified. Hourly financial planning and investment management with a tax focus. Located in Pittsburgh, PA, serving clients across the country.
Joshua Knauss
CFP®
OMNIWEALTH GROUP
Lewisburg, PA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, Estate Planning, Tax Planning
You are the CEO of your household. We act as your personal CFO - managing your investments and providing the guidance you need to make executive decisions so you can spend more time enjoying life.
Chip Addis
CFP® on staff
Addis Hill
Wayne, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Decumulation planning, Tax Planning
Fee-Only Wealth Adviser located in Wayne, PA and serving the greater Philadelphia, PA area
Jonathan Kiehl
CFP®, MBA, CKA®
Evenkiehl, LLC
Lancaster, PA
Specialties: Values-aligned Comprehensive Financial Planning, Values-aligned Investment Management, Retirement Income Planning, Tax Planning
Evenkiehl Financial Planning bridges the gap between values and finance, offering principled guidance to inspire purposeful stewardship and impactful generosity. Based in Lancaster, PA, we serve clients both locally and across the U.S.
Ryan Moran
CFP®
Locus Wealth Management
West Chester, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Gifting, Debt Management, Tax Loss Harvesting, Budget coaching
Helping investors 50+ streamline their investment strategy, improve tax efficiency and reduce uncertainty.
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
Matt Staub
CFA
PSI Capital Management
Camp Hill, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Special Needs Planning, College Education Planning, Tax Planning, Charitable Foundation & Endowment Services
A Different Approach to Financial Planning. Most financial advisors start with investments—we start with you.
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
Stephen Blahovec
CFP®
North River Wealth Advisors
Pittsburgh, PA
Specialties: Goals based financial planning, Tax planning, Investment management (IRA, Roth, brokerage), Organizing your financial life
We believe each conversation is an opportunity to impact someone's life and this focus drives us in building deep and long-lasting relationships with our clients.
Christopher Hershey
CFP®, CRPC®™
Rodgers & Associates
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We know retirement is about far more than finances. That’s why our approach considers all aspects of your life as we create and implement your unique plan together. Located in Lancaster, PA and serving clients across the country.
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
Jeremie Patrick
CFP®, CRPC®
Rodgers & Associates
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We know retirement is about far more than finances. That’s why our approach considers all aspects of your life as we create and implement your unique plan together. Located in Lancaster, PA and serving clients 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.
Andrew Kurtz
CPA, MBA
EP Wealth Advisors
Exton, 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
Luke Cavanagh
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
Bryce Brennan
CFP®
PSI Capital Management
Camp Hill, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Special Needs Planning, College Education Planning, Tax Planning, Charitable Foundation & Endowment Services
As a fee-only, fiduciary firm, we offer transparent, conflict-free advice to individuals, businesses, and nonprofits. Based in Pennsylvania, we serve clients nationwide and globally, building wealth strategies that grow and adapt with them.
Jim White
CFP®, EA
Great Oak Wealth Management
Malvern, 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.
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
Scott Oros
CFP®
CooksonPeirce Wealth Management
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
Kevin Brey
CAIA®
Wealthcare of the Lehigh Valley
Center Valley, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Asset Management, Estate and Legacy Planning, Tax Planning
Fee-Only financial planner located in the Lehigh Valley, PA area. Serving clients in Allentown, PA | Bethlehem, PA | Easton, PA | Nationwide via Zoom.
Brendan Dooley
CFP®, CRPC®,RICP®
Buoyant Wealth
Ambler, PA
Specialties: Investment Management, Retirement Income Planning, Charitable Giving, Tax-planning, Social Security Timing, Required Minimum Distributions and IRMAA Surcharges
Buoyant Wealth helps couples with $2–$5 million of investable assets figure out how to spend, give, and invest their money in a way that reflects what matters most to them. All while making thoughtful tax decisions along the way.
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
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 business owners and affluent families with intergenerational wealth management strategies, tax reduction and risk reduction planning, and personalized service.
Sean Dwyer
CFA, CFP®, EA
Overture Wealth Management LLC
Conshohocken, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning & Legacy Planning
Flat-fee investment management and tax-focused retirement planning for individuals and families approaching or living in retirement.
Erik Evans
CFP®
GoalQuest Advisors
Berwyn, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
GoalQuest is a boutique financial advisory that empowers people to lead meaningful lives by connecting their financial goals to their life goals.
James J. Holtzman
CFP®, CPA (inactive)
Legend Financial Advisors, Inc.®
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Legend Financial Advisors, Inc.® provides personalized Investment Management and Financial Planning services to individuals, families, business entities, medical practices, and retirement plans. Located in Pittsburgh, PA, serving clients nationwide.
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.
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
Jaco Jordaan
CFP®, CFA®, CRPS™®, ChFC®, CAIA®, EA
Riverchase Wealth Management, LLC
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate and Legacy Planning, Executive Compensation Planning (RSUs/Options), College Education Planning, Tax Planning
Simplify your financial life, gain the freedom to focus on your passions, and be confident about your future. Located in Upper St. Clair, PA, I serve the South Hills and Greater Pittsburgh area while serving clients nationwide virtually.
Josh Beas
CDFA®, AWMA™
CooksonPeirce Wealth Management
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
Gabrielle Gioia
CFP®, CRPC®
Rodgers & Associates
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We know retirement is about far more than finances. That’s why our approach considers all aspects of your life as we create and implement your unique plan together. Located in Lancaster, PA and serving clients across the country.
David Emery
CFP®, CDFA®, MBA
Waverly Advisors
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
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 Bucks and Mercer counties and can meet virtually with people anywhere in the world.
Diane Pearson
CFP®, CeFT®
Pearson Financial Planning
Wexford, PA
Specialties: Retirement, major life transition like the loss of a loved one, divorce, a new job
Fee-Only financial planner located in Wexford, PA, serving clients in Pittsburgh and across the country providing hourly and project based fees.
Christopher Stock
AIF®, MBA
Savant Wealth Management
Hanover, PA
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Michael Helveston
CFP®, CRPC®
Whitford Financial Planning
Exton, PA
Specialties: Inheritance Planning, Retirement Planning, Tax Planning, Investment Management
Financial Advice for Retirees and Pre-Retirees. We specialize in all things retirement - including investments, taxes, and inheritance planning.
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.
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
Timothy Decker
AIF®
Greenspring Advisors
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate and legacy planning, Tax Advisory, Philanthropic services, Family CFO
Greenspring was built on a simple principle: to provide personalized private wealth management services while serving as a fee-only fiduciary. Our mission is to help you live your ideal life, however that looks for you. Offices in MD, NJ, NY, and PA.
John Augenblick
CFP®, MBA
Rockwood Wealth Management
New Hope, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Financial Advisors for Prosperous Individuals, Families, and Institutions. Serving Bucks County From Our Office in New Hope, PA And Clients Globally
William Suplee
CFA, CFP®, ChFC®, CASL®, AIF, MBA
Apella Wealth
Berwyn, PA
Specialties: Comprehensive Financial Planning, Portfolio Management, Retirement Plan Services, Retirement Income Planning, Education Planning, Tax Planning, Estate Planning
Fee-Only financial planner located in Berwyn, PA, serving clients locally and across the country
William T. Knight
CFP®, AWMA™®, PPC®
Legend Financial Advisors, Inc.®
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Legend Financial Advisors, Inc.® provides personalized Investment Management and Financial Planning services to individuals, families, business entities, medical practices, and retirement plans. Located in Pittsburgh, PA, serving clients nationwide.
Rebecca Jackson (Conner)
CPA/PFS, CFP®, RLP®
SeedSafe Financial LLC
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Preparation, IPO Planning, Acquisitions
Fee-Only financial planner located in Austin, TX, serving tech professionals virtually via video calls, emails, and over the phone.
Burt Hutchinson
CPA, CFP®
Foundation Wealth Management, LLC
Media , PA
Specialties: Retirement Planning, Tax Efficient Distribution Strategies, Investment Management, Tax Minimization Strategies, Charitable Giving Strategies
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
Jordan Sisson
EP Wealth Advisors
Exton, 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
Kevin Dodgson
CPA, CFA, CFP®
Shetland Financial
Center Valley, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, Tax Planning and Preparation, Estate and Gift Planning, Fractional CFO, Business Retirement Plans
Shetland Financial specializes in financial planning for business owners and retirees with an emphasis on tax-aware investment management. Areas of focus include Roth conversion and distribution strategies, and investment portfolio construction.
Michael Lenick
ChFC®, RICP®
Rodgers & Associates
Lancaster, PA
Specialties: Comprehensive Financial Planning & Monitoring, Investment Management, Social Security Guidance, Lifestyle Planning, Estate Planning, Tax Minimization, Charitable Planning & Giving
We know retirement is about far more than finances. That’s why our approach considers all aspects of your life as we create and implement your unique plan together. Located in Lancaster, PA and serving clients 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
Tax-focused Fee-Only CFP(r)/CPA financial planner focusing on those approaching retirement as well as professionals with executive compensation issues.
Rick Bell
CKA®
Waverly Advisors
Paoli, 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
Dillon Kenniston
CFP®
REWealth Financial Planning
Sinking Spring, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Minimization Planning, Cultivating Healthy Financial Habits, Estate Planning, Real Estate Analysis
We help current and aspiring real estate investors build financial independence and live their best life in retirement
Brittany Luttrell
ChFC®
Rodgers & Associates
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We know retirement is about far more than finances. That’s why our approach considers all aspects of your life as we create and implement your unique plan together. Located in Lancaster, PA and serving clients across the country.
Peter Donisanu
AIF©, ChFC®, MBA
Franklin Madison Advisors
Cranberry Township, PA
Specialties: Paying No More Tax Than Necessary, Developing a Healthy Relationship with Money , Planning for Early Retirement, Equity Compensation Planning, Estate Planning & Protecting Your Family, Preserving Sudden Wealth
I help tax-sensitive pre-retirees and retirees give their money purpose through detailed scenario analysis. We stress-test spending, withdrawal order, RMDs, and tax strategies so you can choose confidently, not just chase Monte Carlo scores.
John Simkins
CFP®, CIMA®, ChFC®
Stewardship Advisors, LLC
Mount Joy, PA
Specialties: Comprehensive Financial Life Planning, Retirement Income Planning, Investment Management, Estate Planning, Tax Planning, Creative Charitable Giving
Our team of fee-only financial advisors help clients achieve their personal & family goals through financial life planning, retirement income planning, estate planning, creative charitable giving.
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
Dan Meyers
CFP®
CooksonPeirce Wealth Management
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
Angie Stephenson
CFP®, CPA/PFS
Savant Wealth Management
Lancaster, PA
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Devin Paul
EP Wealth Advisors
Exton, 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
Noah Rankin
Green Leaf Advisors LLC
New Bethlehem, PA
Specialties: Financial Planning, Investment Management, Business Planning, 401ks, Tax Planning, Retirement Planning
Green Leaf Advisors LLC is a fee-only fiduciary financial planning firm located in New Bethlehem, Pennsylvania, serving business owners and families.
Scott Shellhamer
EP Wealth Advisors
Exton, 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
John Hendricks
CFP®, ECA
Savant Wealth Management
Doylestown, PA
Specialties: Comprehensive Wealth Management, Estate Planning & Wealth Transfer, Accounting & Consulting Services, Investment Management, Tax Planning, Advisory & Preparation, Company Retirement Plans, Financial Planning, Trust Services, Retirement Income Planning, Retirement Plan Rollovers
Savant Wealth Management is a fee-only wealth management firm serving financially established individuals, trusts, retirement plans, and non-profits.
Alan Rhode
CFP®, CPWA®, CVGA®, CEPA®, RLP®
Modern Wealth
Blue Bell, PA
Specialties: Financial Planning, Wealth Management, Retirement Planning, Business Advisory, Exit Planning, Investment Management, Tax Planning, Estate Planning, Risk Management, Education Planning, Cash Flow and Budgeting, Debt Management, Major Purchase Planning, Charitable Giving
US Top 100 Financial Advisor | Founder and CEO | Private Wealth Advisor
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
Vanessa Zook
CFP®, MBA
PSI Capital Management
Camp Hill, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Special Needs Planning, College Education Planning, Tax Planning, Charitable Foundation & Endowment Services
A Different Approach to Financial Planning. Most financial advisors start with investments—we start with you.
Thomas Saunders
Winthrop Partners
Doylestown, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
WINTHROP PARTNERS IS A FEE-ONLY FINANCIAL ADVISOR WITH OFFICES IN BUFFALO, DOYLESTOWN, PITTSBURGH, AND MIAMI.
Michael Rausch
CFA®, ASA
North River Wealth Advisors
Pittsburgh, PA
Specialties: Investment Management, Retirement Income Planning, Goal Based Financial Planning, Tax Planning
We provide unbiased, fee-only investment management and financial planning to clients in Pittsburgh, PA and across the United States.
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)
