Fee-Only Financial Advisors in Pennsylvania

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

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 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

Randall Warren

MBA

EP Wealth Advisors

Exton, PA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

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

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

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.

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.

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

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.

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

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

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

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

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 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

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.

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.

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

Devin Faddoul

CFP®

Adda Financial

Pittsburgh, PA

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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.

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.

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

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.

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

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

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

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

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

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

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.

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.

Devin Paul

EP Wealth Advisors

Exton, PA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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.

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.

Jordan Sisson

EP Wealth Advisors

Exton, PA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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.

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

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.

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

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

Peter Donisanu

Franklin Madison Advisors

Pittsburgh, PA

Specialties: Comprehensive Financial Planning, Equity Compensation 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.

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

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.

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

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

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

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

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

Stephen Blahovec

North River Wealth Advisors

Pittsburgh, PA

Specialties: Investment management (IRA, Roth, brokerage), Goals based financial planning, Estate planning, Tax planning

We provide unbiased, fee-only investment management and financial planning to clients in Pittsburgh, PA and across the United States.

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

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.

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.

Diane Pearson

CFP®, CDFA®, 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

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

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

Scott Shellhamer

EP Wealth Advisors

Exton, PA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

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.

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

Robert McCarty

MBA

EP Wealth Advisors

Exton, PA

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

JOIN US FOR A WEBINAR: "The Informed Investor Market Outlook Webinar" REGISTER NOW or access all previous webinars

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

Paul LaViola

Foundation Wealth Management, LLC

Media, PA

Steven Sivak

Innovate Wealth

Pittsburgh, PA

Jeff Metz

MT, CFP®

RTD Financial

Bala Cynwyd, PA

Robert Stromberg

CFP®

Mountain River Financial, LLC

Jenkintown, PA

Erika Eckman

CRPC®

Rodgers & Associates

Lancaster, PA

Neil Kauffman

Kauffman & Drebing

Swarthmore, PA

Man-Hyung Hahn

CFP®, CPA, EA, MBA

RTD Financial

Philadelphia, PA

Kelly Reddy-Heffner

CFP®, CSLP®

Your Financial Pharmacist

Greencastle, PA

Lewis Christman

CFP®

Christman Financial Advisors LLC

Macungie, PA

Ashley Duff

CFP®

Rodgers & Associates

Lancaster, PA

Joseph Bucara

CFP®

JCB Financial, Inc.

Collegeville, PA

Hector Ortiz

CFP®, ChFC®

Visbridge Strategies

MOHNTON, PA

L Edward Price

CFP®

RTD Financial

Philadelphia, PA

George Blenner

CFP®

Summit Financial Advisors, LLC

Newtown, PA

Corey Altman

CPA/PFS, CFP®, CGMA

Buckingham Strategic Wealth

New Castle, PA

Catherine Azeles

CFP®

Conrad Siegel Investment Advisors, Inc.

Harrisburg, PA

Christopher Vassallo

CFP®

RTD Financial

Philadelphia, PA

Gregory Reeder

CFP®

McClarren Financial Advisors, Inc.

State College, PA

Rachel Moran

CFP®

RTD Financial

Philadelphia, PA

Jennifer Pieson

FPQP®

Agili

Bethlehem, PA

River Nice

Be Intentional Financial

Philadelphia, PA

Christopher Hershey

CFP®, CRPC®

Rodgers & Associates

Lancaster, PA

William Morgan

CPA/PFS

Buckingham Strategic Wealth

Wyomissing, PA

Kevin Brosious

MBA, CFP®, CPA, PFS, CGMA

Wealth Management, Inc.

Allentown, PA

Patrick Carney

CFP®, CRPC®

Rodgers & Associates

Lancaster, PA

Sarah Caine

CFP®

Agili

Bethlehem, PA

Richard Durso

CFP®, AEP®, MBA

RTD Financial

Philadelphia, PA

Jeremie Patrick

CFP®, CRPC®

Rodgers & Associates

Lancaster, PA

Jeffrey McClarren

CFP®, EA

McClarren Financial Advisors

State College, PA

Richard Busillo

CFP®, AIF, RPA

RTD Financial

Philadelphia, PA

Mark Rioboli

CFP®, CFS

Modera Wealth Management

Wayne, PA

Brent R. Sutherland

CFP®

Ntellivest, LLC

Pittsburgh, PA

Robert Wilgos

CFP®

Summit Financial Advisors, LLC

Newtown, PA

Jeff Weiand

CFP®, AIF

RTD Financial

Philadelphia, PA

Scott Worley

CFP®

Buckingham Strategic Wealth

Wyomissing, PA

Nicholas Rygiel

CFP®, CDAA, CPFA, CRPC®

Ironclad Financial

Bryn Mawr, PA

Jeffrey Mastronardo

CFP®, CHFC®

Financial Coach Group

West Chester, PA

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    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.


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