Fee-Only Financial Advisors in Pennsylvania

Ironclad Financial

Radnor, PA

Specialties: Collaborative Financial Planning, Investment Management (Strategic Growth & Income), Cash Flow & Lifestyle Planning, Digital Asset Advisory, Wealth Integration & Consolidation

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

Foundation Wealth Management, LLC

Media , PA

Specialties: Retirement Planning, Tax Efficient Distribution Strategies, Investment Management, Tax Minimization Strategies, Charitable Giving Strategies

GUIDANCE FOR THE THREE STAGES OF RETIREMENT: Our wealth management firm with offices in, Media, PA, Wilmington and Rehoboth Beach, DE, specializes in working with you through the three stages of retirement: Uncertainty, Stability, Reflection

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

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.

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.

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

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.

Evenkiehl, LLC

Lancaster, PA

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

Evenkiehl specializes in tax efficient financial planning for investors that desire to align personal finance and values. Based in Lancaster, PA, Evenkiehl serves clients both locally and across the U.S.

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

Pearson Financial Planning

Wexford, PA

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

Marshall Financial Group

Doylestown, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning and Minimization, Risk Management / Insurance Planning, Education Planning, Estate Planning, Employee Benefit Planning, Stock Option and Equity-Based Compensation Analysis and Planning, Special Needs Planning, Charitable Giving

At Marshall, we plan for more than just your retirement. We partner with busy professionals, thriving entrepreneurs, and multigenerational families to holistically manage their wealth and support their overall wellbeing for the life they want today, as well as in the future.

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

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.

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

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.

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.

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

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

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

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

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

Marshall Financial Group

Doylestown, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning and Minimization, Risk Management / Insurance Planning, Education Planning, Estate Planning, Employee Benefit Planning, Stock Option and Equity-Based Compensation Analysis and Planning, Special Needs Planning, Charitable Giving

At Marshall, we plan for more than just your retirement. We partner with busy professionals, thriving entrepreneurs, and multigenerational families to holistically manage their wealth and support their overall wellbeing for the life they want today, as well as in the future.

Caregivers Resource Group

Pittsburgh, PA

Specialties: Financial Planning for Caregivers, Retirement and Care Cost Strategies, Family-Focused Investment Management, Insurance and Future Care Planning , Tax Planning, Family Care Navigation

Empowering Family Caregivers with Support & Guidance. Located in Pittsburgh, PA, serving clients locally and across the country.

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

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

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.

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.

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

Marshall Financial Group

Doylestown, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning and Minimization, Risk Management / Insurance Planning, Education Planning, Estate Planning, Employee Benefit Planning, Stock Option and Equity-Based Compensation Analysis and Planning, Special Needs Planning, Charitable Giving

At Marshall, we plan for more than just your retirement. We partner with busy professionals, thriving entrepreneurs, and multigenerational families to holistically manage their wealth and support their overall wellbeing for the life they want today, as well as in the future.

Metanoia Financial

Philadelphia, PA

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

Build the Stress-free Retirement You Deserve

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.

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

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.

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

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

Foxburn Financial

Pittsburgh, PA

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

Hourly financial planning with a focus on retirement and taxes. Located in Denver, CO serving clients anywhere.

Waverly Advisors

Philadelphia, 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

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

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

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

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.

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

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.

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.

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

Marshall Financial Group

Doylestown, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning and Minimization, Risk Management / Insurance Planning, Education Planning, Estate Planning, Employee Benefit Planning, Stock Option and Equity-Based Compensation Analysis and Planning, Special Needs Planning, Charitable Giving

At Marshall, we plan for more than just your retirement. We partner with busy professionals, thriving entrepreneurs, and multigenerational families to holistically manage their wealth and support their overall wellbeing for the life they want today, as well as in the future.

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.

Rockwood Wealth Management

New Hope, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Intergenerational Wealth Transfer

Financial Advisors for Prosperous Individuals, Families, and Institutions. Serving Bucks County From Our Office in New Hope, PA And Clients Globally

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.

Pleso Capital Group, Inc.

Monroeville, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Analysis, College Education Planning, Tax Planning Strategies, Business Planning, Employee Benefits Optimization, Estate Planning, Insurance and Risk Management Analysis

Fee-Only financial planner committed to helping our clients achieve their financial goals through a personalized approach. Located in Monroeville, PA, serving clients locally and across the country

Marshall Financial Group

Doylestown, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning and Minimization, Risk Management / Insurance Planning, Education Planning, Estate Planning, Employee Benefit Planning, Stock Option and Equity-Based Compensation Analysis and Planning, Special Needs Planning, Charitable Giving

At Marshall, we plan for more than just your retirement. We partner with busy professionals, thriving entrepreneurs, and multigenerational families to holistically manage their wealth and support their overall wellbeing for the life they want today, as well as in the future.

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

Financial Advisors for Prosperous Individuals, Families, and Institutions. Serving Bucks County From Our Office in New Hope, PA And Clients Globally

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

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.

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

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

Legend Financial Advisors, Inc.®

Pittsburgh, PA

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

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

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.

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

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.

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

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.

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.

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

Winthrop Partners

Pittsburgh, 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.

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.

Marshall Financial Group

Doylestown, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning and Minimization, Risk Management / Insurance Planning, Education Planning, Estate Planning, Employee Benefit Planning, Stock Option and Equity-Based Compensation Analysis and Planning, Special Needs Planning, Charitable Giving

At Marshall, we plan for more than just your retirement. We partner with busy professionals, thriving entrepreneurs, and multigenerational families to holistically manage their wealth and support their overall wellbeing for the life they want today, as well as in the future.

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

Waverly Advisors

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

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

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

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.

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 personal financial planning at a flat fee. We also specialize in helping those who struggle with persistent spending patterns that hinder their financial success.

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

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.

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

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.

Marshall Financial Group

Doylestown, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning and Minimization, Risk Management / Insurance Planning, Education Planning, Estate Planning, Employee Benefit Planning, Stock Option and Equity-Based Compensation Analysis and Planning, Special Needs Planning, Charitable Giving

At Marshall, we plan for more than just your retirement. We partner with busy professionals, thriving entrepreneurs, and multigenerational families to holistically manage their wealth and support their overall wellbeing for the life they want today, as well as in the future.

Lighthouse Wealth Management

Camp Hill, PA

Lighthouse Wealth. Illuminating Your Financial Future.

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

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.

Greenspring Advisors

Lancaster, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate and legacy planning, Tax Advisory, Philanthropic services, Family CFO

Our mission is to align your goals with your passions; so living a richer life is not only possible, but achieved. Offices in MD, NJ, and PA, serving clients locally and across the country.

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

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

Legend Financial Advisors, Inc.®

Pittsburgh, PA

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

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

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

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

Marshall Financial Group

Doylestown, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning and Minimization, Risk Management / Insurance Planning, Education Planning, Estate Planning, Employee Benefit Planning, Stock Option and Equity-Based Compensation Analysis and Planning, Special Needs Planning, Charitable Giving

At Marshall, we plan for more than just your retirement. We partner with busy professionals, thriving entrepreneurs, and multigenerational families to holistically manage their wealth and support their overall wellbeing for the life they want today, as well as in the future.

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.

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

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.

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.

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.

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

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

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

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.

Whitford Financial Planning

Exton, PA

Specialties: Inheritance Planning, Retirement Planning, Tax Planning, Investment Management

Planning for a successful retirement involves more than making sure you will have enough money. We coordinate your investments, tax strategies, retirement income needs, and legacy goals to get your personal finances running at peak efficiency.

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

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.

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.

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

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.

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

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

Franklin Madison Advisors

Pittsburgh, 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

You know how some people are great at managing money, but end up losing track of their wealth due to lack of time? I help busy professionals like you simplify your financial complexity, get your financial house in order and keep it that way forever.

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