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
- Blue Bell, PA
- Camp Hill, PA
- Canonsburg, PA
- Carlisle, PA
- Center Valley, PA
- Clarks Summit, PA
- Collegeville, PA
- Doylestown, PA
- Dresher, PA
- Easton, PA
- Erie, PA
- Exton, PA
- Hanover, PA
- Harrisburg, PA
- Lancaster, PA
- Lebanon, PA
- Lehigh Valley, PA
- Lewisburg, PA
- Lititz, PA
- Malvern, PA
- Mechanicsburg, PA
- Media, PA
Every Pennsylvania Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
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
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
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
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
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
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.
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.
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
Joshua Knauss
CFP®
OMNIWEALTH GROUP LLC
Lewisburg, PA
Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning
Fee-Only Financial Planning and Investment Management firm located in Lewisburg, PA, serving clients locally and around the globe.
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.
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
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
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
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
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
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.
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
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.
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
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
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
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.
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
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.
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
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
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.
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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.
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
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
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
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
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
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
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
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.
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
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.
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.
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.
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.
Jim McGowan
CFP®
Marshall Financial Group
Doylestown, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Doylestown, PA, serving clients locally and across the country
Timothy Decker
AIF®, PPC™®
ISI Financial Group, Inc.
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee Only Financial Planner Located in Lancaster, PA and Serving Clients Worldwide
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
Anna Foxburn
Foxburn Financial Group
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Pittsburgh, PA, serving clients locally and across the country
Kevin 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
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
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
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
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
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
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
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.
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
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
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
Travis Scott
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
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
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.
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.
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
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
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
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
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
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.
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.
Matthew Garasic
CFP®
Unrivaled Wealth Management
Pittsburgh, PA
Specialties: Equity Compensation, Comprehensive Financial Planning, Investment Management, Tax Strategy, Estate Planning
Fee-only financial advisor specializing in financial planning and investment management strategies for equity compensated millennials and business owners in Pittsburgh and across the United States.
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
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
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
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
