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

I can work with clients anywhere!

Stephen Blahovec

North River Wealth Advisors

Pittsburgh, PA

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

We believe each conversation is an opportunity to impact someone's life and this focus drives us in building deep and long-lasting relationships with our clients.

I can work with clients anywhere!

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.

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Jeff Llewellyn

MBA, CFA, CFP®

Rockwood Wealth Management

New Hope, PA

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

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

I can work with clients anywhere!

Alaina Gilbert

CFP®, CPWA®

Rockwood Wealth Management

New Hope, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate and Multi-Generational Planning, Charitable Planning, Risk Management

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Bryce Brennan

Planning Strategies, Inc. dba PSI Capital Management

Lancaster, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Special Needs Planning, College Education Planning, Tax Planning, Charitable Foundation & Endowment Services

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

I can work with clients anywhere!

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

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!

Joseph Hogan

CSLP®, CFP®, EA, CBDA

WealthFD

Conshohocken, PA

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

Fee-Only Financial Planner located in Conshohocken, PA, serving clients locally and across the country. Our firm excels in working with dentists, medical professionals, real estate investors, retiree's and business owners.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Robert Stephenson

CFP®, AIF®

Rockwood Wealth Management

New Hope, PA

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

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

I can work with clients anywhere!

Kahlilah Dowe

CFP®

TrueWealth Solutions

Radnor, PA

Specialties: Behavioral Coaching, Comprehensive Financial Planning, Retirement Planning, Cash-flow Planning (Budgeting), Debt Reduction Strategies, Estate Planning, Insurance Planning, Tax Planning, Savings & Investment Strategies

Comprehensive financial planning and behavioral coaching. We specialize in those who struggle with persistent behavioral patterns that hinder their financial success.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

Mark Kelly

CPA, CAIA®, MST

Rockwood Wealth Management

New Hope, PA

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

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

I can work with clients anywhere!

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

I can work with clients anywhere!

William Suplee

CFA, CFP®, ChFC®, CASL®, AIF, MBA

Apella Wealth

Berwyn, PA

Specialties: Comprehensive Financial Planning, Portfolio Management, Retirement Plan Services, Retirement Income Planning, Education Planning, Tax Planning, Estate Planning

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Matt Staub

CFA

Planning Strategies, Inc. dba PSI Capital Management

Lancaster, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Special Needs Planning, College Education Planning, Tax Planning, Charitable Foundation & Endowment Services

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

I can work with clients anywhere!

Ryan Langan

CFP®

Your Path Fi, LLC

Clifton Heights, PA

Specialties: Comprehensive Financial Planning, Family Goals Based Planning, Cash Flow Planning, Debt Management, Investment Management, Tax Planning, Estate Planning, Insurance Planning, College Education Planning, Equity Compensation/Employer Benefits , Work Optional/Retire Early

Modern fee-only financial planning for millennial families. Empowering you to realize your goals, design your ideal life, and use your money to achieve that ideal life. Located in Philadelphia, PA, serving clients locally and across the country

I can work with clients anywhere!

Michael Lenick

ChFC®, RICP®

Rodgers & Associates

Lancaster, PA

Specialties: Comprehensive Financial Planning & Monitoring, Investment Management, Social Security Guidance, Lifestyle Planning, Estate Planning, Tax Minimization, Charitable Planning & Giving

We know retirement is about far more than finances. That’s why our approach considers all aspects of your life as we create and implement your unique plan together. Located in Lancaster, PA and serving clients across the country.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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!

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

I can work with clients anywhere!

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

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Jonathan Kiehl

CFP®, MBA

Evenkiehl, LLC

Lancaster, PA

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

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Scott Smith

ChFC®, RICP®

Planning Strategies, Inc. dba PSI Capital Management

Lancaster, PA

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

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Alan Rhode

CFP®, CPWA®, CEPA®, RLP®

Modern Wealth

Oreland, PA

Specialties: Financial Planning, Investment Management, Business Advisory, Exit Planning, Retirement Planning

Financial Planning and Business Advisory for Entrepreneurs and Small Business Owners

I can work with clients anywhere!

Timothy Decker

AIF®

Greenspring Advisors

Lancaster, PA

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

Fee-Only Financial Planner Located in Lancaster, PA and Serving Clients Worldwide

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Greg Staub

CFA, Ph.D.

Planning Strategies, Inc. dba PSI Capital Management

Hanover, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Special Needs Planning, College Education Planning, Tax Planning, Charitable Foundation & Endowment Services

A Fee-only financial planner dedicated to helping clients experience abundance, prosperity and financial peace of mind. Providing tailored financial advice and customized investment management services for our clients.

I can work with clients anywhere!

Joshua Knauss

CFP®

OMNIWEALTH GROUP

Lewisburg, PA

Specialties: Comprehensive Financial Planning, Investment Management, Retirement Income Planning

Our Insight. Your Advantage. OMNIWEALTH specializes in strategic financial planning, investment analysis, and portfolio management.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Jason McWilliams

CPA, CFP®

JRM Tax & Wealth Management, LLC

Aston, PA

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

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Peter Donisanu

Franklin Madison Advisors

Pittsburgh, PA

Specialties: Private Wealth Management, Equity Compensation Planning, Advanced Tax Planning & Preparation, Life & Wealth Planning, Investment Management, Executive Compensation & Career Planning, Legacy & Estate Planning, Wealth Preservation, Family Office Administration, Trust Administration, Risk Management, Philanthropic Strategies

I help tech professionals and business owners like you get your financial house in order so you can live your legacy.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Diane Pearson

CFP®, CDFA®, CeFT®

Pearson Financial Planning

Wexford, PA

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

Matthew Stearns

CKA®, CFP®, RICP®

Brookhouse Advisors LLC

Meadville, PA

Specialties: Faith Based Investing, Philanthropic Giving, Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning

Christian-focused, Fee-Only, and Independent. Located in Meadville, PA. Serving clients locally and across the country

I can work with clients anywhere!

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.

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

Vanessa Zook

CFP®, MBA

Planning Strategies, Inc. dba PSI Capital Management

Lancaster, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Special Needs Planning, College Education Planning, Tax Planning, Charitable Foundation & Endowment Services

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

I can work with clients anywhere!

James Adams

CFA®, CFP®, MBA

Lighthouse Wealth Management

Camp Hill, PA

Lighthouse Wealth. Illuminating Your Financial Future.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Dave Rowan

CFP®, MBA

Rowan Financial, LLC

Bethlehem, PA

Specialties: Real Estate Investing, Starting Up a Side Hustle, Retirement Readiness, Comprehensive Financial Planning, Investment Management

Providing balanced, comprehensive and unbiased financial advice to real estate investors, entrepreneurs and individuals in the Lehigh Valley and nationwide.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

I can work with clients anywhere!

Paula Nangle

CFP®

Marshall Financial Group

Doylestown, PA

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

I can work with clients anywhere!

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

I can work with clients anywhere!

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.

I can work with clients anywhere!

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

I can work with clients anywhere!

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

Patrick Carney

CFP®, CRPC®

Rodgers & Associates

Lancaster, PA

L Edward Price

CFP®

RTD Financial

Philadelphia, PA

Kevin Brosious

MBA, CFP®, CPA, PFS, CGMA

Wealth Management, Inc.

Allentown, PA

Christopher Hershey

CFP®, CRPC®

Rodgers & Associates

Lancaster, PA

Jeremie Patrick

CFP®, CRPC®

Rodgers & Associates

Lancaster, PA

Man-Hyung Hahn

CFP®, CPA, EA, MBA

RTD Financial

Philadelphia, PA

Jennifer Pieson

FPQP®

Agili

Bethlehem, PA

Hector Ortiz

CFP®, ChFC®

Visbridge Strategies

MOHNTON, PA

Robert Stromberg

CFP®

Mountain River Financial, LLC

Jenkintown, PA

Jeffrey Mastronardo

CFP®

Financial Coach Group

West Chester, PA

Steven Sivak

Innovate Wealth

Pittsburgh, PA

Robert Wilgos

CFP®

Summit Financial Advisors, LLC

Newtown, PA

Scott Worley

CFP®

Buckingham Strategic Wealth

Wyomissing, PA

Rachel Moran

CFP®

RTD Financial

Philadelphia, PA

Paul LaViola

Foundation Wealth Management, LLC

Media, PA

Allen Osgood, Jr.

CFP®, B.S.B.A.

Financial Freedom

Malvern, PA

William Morgan

CPA/PFS

Buckingham Strategic Wealth

Wyomissing, PA

Richard Busillo

CFP®, AIF, RPA

RTD Financial

Philadelphia, PA

Christopher Vassallo

CFP®

RTD Financial

Philadelphia, PA

Dillon Kenniston

CFP®

REWealth Financial Planning

Sinking Spring, PA

Joseph Bucara

CFP®

JCB Financial, Inc.

Collegeville, PA

Neil Kauffman

Kauffman & Drebing

Swarthmore, PA

Gregory Reeder

CFP®

McClarren Financial Advisors, Inc.

State College, PA

Corey Altman

CPA/PFS, CFP®, CGMA

Buckingham Strategic Wealth

New Castle, PA

Michael Whitehead

CFA®, CFP®

Hutchison Whitehead Wealth Management, LLC

Canonsburg, PA

Nicole Carson

CFP®, MBA

2nd Story Wealth

Plymouth Meeting, PA

Jeff Weiand

CFP®, AIF

RTD Financial

Philadelphia, PA

Catherine Azeles

CFP®

Conrad Siegel Investment Advisors, Inc.

Harrisburg, PA

Lewis Christman

CFP®

Christman Financial Advisors LLC

Macungie, PA

River Nice

Be Intentional Financial

Philadelphia, PA

George Blenner

CFP®

Summit Financial Advisors, LLC

Newtown, PA

Ian Wild

All-Pro Advisors LLC

Warrendale, PA

Nicholas Rygiel

CFP®, CDAA, CPFA, CRPC®

Ironclad Financial

Bryn Mawr, PA

Richard Durso

CFP®, AEP®, MBA

RTD Financial

Philadelphia, PA

Devin Faddoul

CFP®

Adda Financial

Pittsburgh, PA

Kelly Reddy-Heffner

CFP®, CSLP®

Your Financial Pharmacist

Greencastle, PA

Erika Eckman

CRPC®

Rodgers & Associates

Lancaster, PA

Sarah Caine

CFP®

Agili

Bethlehem, PA

Jeff Metz

MT, CFP®

RTD Financial

Bala Cynwyd, PA

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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)

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