What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Pennsylvania area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Select a city to refine your search:
- Allentown, PA
- Bala Cynwyd, PA
- Berwyn, PA
- Bethlehem, PA
- Blakely, PA
- Camp Hill, PA
- Canonsburg, PA
- Carlisle, PA
- Center Valley, PA
- Clarks Summit, PA
- Collegeville, PA
- Doylestown, PA
- Easton, PA
- Elizabethtown, PA
- Erie, PA
- Exton, PA
- Hanover, PA
- Harrisburg, PA
- Lancaster, PA
- Lehigh Valley, PA
- Lewisburg, PA
- Lititz, PA
Every Pennsylvania Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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.
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
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
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
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
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
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
Jaco Jordaan
CFP®, CFA®, CRPS®, ChFC®, CAIA®, EA
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.
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
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
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
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.
Michael Garry
CFP®, AIF®, MBA, JD
Yardley Wealth Management
Yardley, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Michael J. Garry, CFP®, JD/MBA, is an Independent Financial Advisor located in Yardley, PA and serving the entire Doylestown area.
Stephen Elliker
CFP®️, RICP®, MBA
Rodgers & Associates
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Lancaster, PA, serving clients locally and across the country
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
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
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
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
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
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
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.
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
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
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
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.
Peter Donisanu
Franklin Madison Advisors
Pittsburgh, PA
Specialties: Private Wealth Management, Equity Compensation Planning, Advanced Tax Planning & Preparation, Life & Wealth Planning, Investment Management, Executive Compensation & Career Planning, Legacy & Estate Planning, Wealth Preservation, Family Office Administration, Trust Administration, Risk Management, Philanthropic Strategies
I help tech professionals and business owners like you get your financial house in order so you can live your legacy.
Ryan Galiotto
CFP®, CSLP®
Etch Financial
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Student Loans, Insurance Advice, Tax Planning, Employer Retirement Plans
A Pittsburgh-based Fee-Only financial planning firm with a specialty in student loan planning, serving clients locally and across the country virtually
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.
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
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.
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
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
James Adams
CFA®, CFP®, MBA
Lighthouse Wealth Management
Camp Hill, PA
Lighthouse Wealth. Illuminating Your Financial Future.
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.
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.
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
Michael Helveston
CFP®, CRPC®
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.
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
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
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.
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
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
Luke Cavanagh
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
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
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
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
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
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
Paula Nangle
CFP®
Marshall Financial Group
Doylestown, PA
Fee-Only financial planner located in Doylestown, PA, serving clients locally and across the country
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.
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
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
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
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
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
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
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
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
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
Dillon Kenniston
CFP®
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
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
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
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
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
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
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
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.
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
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
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.
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
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
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.
Anna Foxburn
CFP®, CPA, ChFEBC℠
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 Pittsburgh, PA and serving clients regardless of location.
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
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
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
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.
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
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.
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
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.
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
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.
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
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
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
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
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.
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.
Eric Presogna
CPA, CFP®
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
Ryan Langan
CFP®
Your Path Fi, LLC
Clifton Heights, 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.
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
Refine Your Search
Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
