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 Philadelphia, PA 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 Philadelphia, PA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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
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
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
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
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
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.
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
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
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
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
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
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.
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.
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
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.
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
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
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.
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
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
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
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
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
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)
