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".
Select a city to refine your search:
- Allentown, PA
- Bala Cynwyd, PA
- Berwyn, PA
- Bethlehem, PA
- Blakely, PA
- Camp Hill, PA
- Canonsburg, PA
- Carlisle, PA
- Center Valley, PA
- Clarks Summit, PA
- Collegeville, PA
- Doylestown, PA
- Easton, PA
- Elizabethtown, PA
- Erie, PA
- Exton, PA
- Hanover, PA
- Harrisburg, PA
- Lancaster, PA
- Lehigh Valley, PA
- Lewisburg, PA
- Lititz, PA
- Malvern, PA
- Mechanicsburg, PA
Every Pennsylvania Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
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.
Stephen Elliker
CFP®️, RICP®, MBA
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
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
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
Randall Warren
MBA
EP Wealth Advisors
Exton, PA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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
Award-Winning Fee-Only Financial Advisor 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
Ayad Amary
CFP®, AIF®
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.
Matt Staub
CFA
Planning Strategies, Inc. dba PSI Capital Management
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Special Needs Planning, College Education Planning, Tax Planning, Charitable Foundation & Endowment Services
Fee-Only financial planner located in Lancaster, PA, serving clients locally and across the country
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
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
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
Vanessa Zook
CFP®, MBA
Planning Strategies, Inc. dba PSI Capital Management
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Special Needs Planning, College Education Planning, Tax Planning, Charitable Foundation & Endowment Services
Fee-Only financial planner located in Lancaster, PA, serving clients locally and across the country
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
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
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.
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
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
Kahlilah Dowe
CFP®
TrueWealth Solutions
Radnor, PA
Specialties: Behavioral Coaching, Comprehensive Financial Planning, Retirement Planning, Cash-flow Planning (Budgeting), Debt Reduction Strategies, Estate Planning, Insurance Planning, Tax Planning, Savings & Investment Strategies
Comprehensive financial planning and behavioral coaching. We specialize in those who struggle with persistent behavioral patterns that hinder their financial success.
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.
Michael Helveston
CFP®, CRPC®
Whitford Financial Planning
Exton, PA
Specialties: Inheritance Planning, Retirement Planning, Job Change, Tax Planning, Investment Management
Fee-Only financial planner located in Exton, PA, serving clients locally and across the country
Ronald Lehman
EP Wealth Advisors
Media, PA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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
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.
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
Adam Sclafani
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
Scott Smith
ChFC®, RICP®
Planning Strategies, Inc. dba PSI Capital Management
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
Timothy Decker
AIF®
Greenspring Advisors
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
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
Rich DeRafelo
CFP®
EP Wealth Advisors
Media, PA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Lita 'Lee' Pelko
CFP®, CRPC®, CFC™
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
Carl Nadwodny
CFA®, CFP®
Buckingham Strategic Wealth
Plymouth Meeting, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning
Forever standing on the side of our clients.
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
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.
James Adams
CFA®, CFP®, MBA
Lighthouse Wealth Management
Camp Hill, PA
Lighthouse Wealth. Illuminating Your Financial Future.
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
Robert Stephenson
CFP®, AIF®
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
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
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
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
Stephen Blahovec
North River Wealth Advisors
Pittsburgh, PA
Specialties: Investment management (IRA, Roth, brokerage), Goals based financial planning, Estate planning, Tax planning
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.
Robert McCarty
MBA
EP Wealth Advisors
Exton, PA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Anna Foxburn
CFP®, CPA, ChFEBC℠
Foxburn Financial
Pittsburghxx, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning
Fee-Only financial planner located in Pittsburgh, PA, serving clients locally and across the country.
Dave Rowan
CFP®, MBA
Rowan Financial, LLC
Bethlehem, PA
Specialties: Real Estate Investing, Starting Up a Side Hustle, Retirement Readiness, Comprehensive Financial Planning, Investment Management
Providing balanced, comprehensive and unbiased financial advice to real estate investors, entrepreneurs and individuals in the Lehigh Valley and nationwide.
Jonathan Kiehl
CFP®, MBA
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
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
Bryce Brennan
Planning Strategies, Inc. dba PSI Capital Management
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Special Needs Planning, College Education Planning, Tax Planning, Charitable Foundation & Endowment Services
Fee-Only financial planner located in Lancaster, 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.
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
Alan Schapire
MBA, CPA/PFS, CFP®
Buckingham Strategic Wealth
Plymouth Meeting, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, College Education Planning, Tax Planning, Divorce Planning
Forever standing on the side of our clients.
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.
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
Gabrielle Gioia
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
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
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
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
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Jason McWilliams
CPA, CFP®
JRM Tax & Wealth Management, LLC
Aston, 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.
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
Matthew Garasic
CFP®
Unrivaled Wealth Management
Pittsburgh, PA
Specialties: Tax Strategy, Estate Planning, Restricted Stock Units (RSUs), Non-qualified Stock Options (NSOs), Incentive Stock Options (ISOs), Equity Compensation Monetization Plans
I help business founders and executives with equity compensation create, grow, and preserve wealth. Unrivaled Wealth Management serves clients virtually across the United States as a fee-only financial advisor with your best interests in mind.
Chip Addis
Addis Hill
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
Greg Staub
CFA, Ph.D.
Planning Strategies, Inc. dba 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 Fee-only financial planner dedicated to helping clients experience abundance, prosperity and financial peace of mind. Providing tailored financial advice and customized investment management services for our clients.
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
Mark Kelly
CPA, CAIA®, MST
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
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
Fee-Only financial planner located in Pittsburgh, PA, serving clients locally and across the country
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
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
Ashley Duff
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
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
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.
Jared Wilcox
CFP®, RICP®, MBA
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
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
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Alaina Gilbert
CFP®, CPWA®
Rockwood Wealth Management
New Hope, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate and Multi-Generational Planning, Charitable Planning, Risk Management
Fee-Only financial planner located in New Hope, PA, serving clients locally and across the country
Jeffrey Alderfer
CFP®
Islamorada Investment Management
Chadds Ford, PA
Specialties: Investment Management, Comprehensive Financial Planning, Retirement Income Planning, College Education Planning
Fee-Only financial planner located in Chadds Ford, PA, serving clients locally and across the country
Bob Winkelman
CFP®, CEPA
Westward Planning Group
Narberth, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management
We help people who want to be financially independent in their retirement — or sooner.
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
Alan Rhode
CFP®, CPWA®, CEPA®, RLP®
Modern Wealth
Oreland, PA
Specialties: Financial Planning, Investment Management, Business Advisory, Exit Planning, Retirement Planning
Financial Planning and Business Advisory for Entrepreneurs and Small Business Owners
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.
Peter Donisanu
Franklin Madison Advisors
Pittsburgh, PA
Specialties: Private Wealth Management, Equity Compensation Planning, Advanced Tax Planning & Preparation, Life & Wealth Planning, Investment Management, Executive Compensation & Career Planning, Legacy & Estate Planning, Wealth Preservation, Family Office Administration, Trust Administration, Risk Management, Philanthropic Strategies
I help tech professionals and business owners like you get your financial house in order so you can live your legacy.
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.
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.
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.
Diane Pearson
CFP®, CDFA®, CeFT®
Pearson Financial Planning
Wexford, PA
Fee-Only financial planner located in Wexford, PA, serving clients locally and across the country
Paula Nangle
CFP®
Marshall Financial Group
Doylestown, PA
Fee-Only financial planner located in Doylestown, PA, serving clients locally and across the country
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
Ryan Langan
CFP®
Your Path Fi, LLC
Clifton Heights, PA
Specialties: Comprehensive Financial Planning, Family Goals Based Planning, Cash Flow Planning, Debt Management, Investment Management, Tax Planning, Estate Planning, Insurance Planning, College Education Planning, Equity Compensation/Employer Benefits , Work Optional/Retire Early
Modern fee-only financial planning for millennial families. Empowering you to realize your goals, design your ideal life, and use your money to achieve that ideal life. Located in Philadelphia, PA, serving clients locally and across the country
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
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
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.
Jeffrey Lehman
EP Wealth Advisors
Media, PA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Zak Lutz
CFP®, RLP®, CKA®
LifeGuide Financial Advisors
Mechanicsburg, 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
Joshua Knauss
CFP®
OMNIWEALTH GROUP
Lewisburg, PA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning
Our Insight. Your Advantage. OMNIWEALTH specializes in strategic financial planning, investment analysis, and portfolio management.
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.
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
Jeff Llewellyn
MBA, CFA, 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
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
Refine Your Search
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)
