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
Mark Gernerd
M.B.A., J.D., CFP®, LLM
Modera Wealth Management
Wayne, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.
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.
Jason McWilliams
CPA, CFP®
JRM Tax & Wealth Management, LLC
Chester Heights, 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, Decumulation planning, Tax Planning
Fee-Only Wealth Adviser located in Wayne, PA and serving the greater Philadelphia, PA area
Benjamin Schmid
CFP®, CKA®, CRWA®, WFA®
Ketwich Capital LLC
Malvern, PA
Specialties: Private Wealth Management, Legacy Planning, Intergenerational Planning, Sudden Wealth Management, Charitable Giving, Wealth Transfer
Fee-Only financial planner located in Malvern, PA serving clients across the country
David Devita
CFA, CFP®, CIPM®, CEPA®
EP Wealth Advisors
Berwyn, PA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Gosia Guziak
CFP®
Oasis Wealth Planning Advisors, LLC
Philadelphia, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Social Security & Pension Analysis, Executive Compensation
Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Tampa (FL), Philadelphia (PA) and beyond through in-person and video conferencing.
Burt Hutchinson
CPA, CFP®
Foundation Wealth Management, LLC
Media , PA
Specialties: Retirement Planning, Tax Efficient Distribution Strategies, Investment Management, Tax Minimization Strategies, Charitable Giving Strategies
Foundation Wealth Management is an independent, employee-owned, fee-only fiduciary firm guiding clients through retirement's three stages—uncertainty, stability, reflection—for a flat $12,000 fee. Offices in Media, PA; Wilmington and Rehoboth Beach
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
Luke Cavanagh
EP Wealth Advisors
Berwyn, PA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Ryan Moran
CFP®
Locus Wealth Management
West Chester, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate Planning, Gifting, Debt Management, Tax Loss Harvesting, Budget coaching
Helping investors 50+ streamline their investment strategy, improve tax efficiency and reduce uncertainty.
Edwin R. Baldrige III
CFP®
Modera Wealth Management
Allentown, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.
Jacob Miller
CFP®
EP Wealth Advisors
Berwyn, PA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Jordan Sisson
EP Wealth Advisors
Berwyn, PA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Scott Shellhamer
EP Wealth Advisors
Berwyn, PA
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Sean Dwyer
CFA, CFP®, EA
Overture Wealth Management LLC
Conshohocken, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning & Legacy Planning
Flat-fee investment management and tax-focused retirement planning for individuals and families approaching or living in retirement.
Daniel Brady
CFP®, CPA, MBA
Waverly Advisors
Philadelphia, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Wealth Management, Tax Stragies, Estate Planning, Pass Through Income, Stock Options, Executive Compensation Plans, Trust Strategies
Fee-Only financial planner located in on the Philadelphia Main Line, serving clients locally and across the country
Bradley Clark
CFP®, RICP®, MBA
Clark Asset Management, LLC
Wayne, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We offer our bundle of investment management & financial planning for a simple fixed flat fee of $12,500 per year.
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
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
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
Tax-focused Fee-Only CFP(r)/CPA financial planner focusing on those approaching retirement as well as professionals with executive compensation issues.
Rick Bell
CKA®
Waverly Advisors
Paoli, 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
Stephen Haney
CFA®, CAIA®
Modera Wealth Management
Wayne, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.
David Emery
CFP®, CDFA®, MBA
Waverly Advisors
Doylestown, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Doylestown, PA and serving the greater Philadelphia area
Alan Rhode
CFP®, CPWA®, CVGA®, CEPA®, RLP®
Modern Wealth
Blue Bell, PA
Specialties: Financial Planning, Wealth Management, Retirement Planning, Business Advisory, Exit Planning, Investment Management, Tax Planning, Estate Planning, Risk Management, Education Planning, Cash Flow and Budgeting, Debt Management, Major Purchase Planning, Charitable Giving
A fee-only fiduciary in Blue Bell, PA, for individuals, retirees and business owners. I build one plan for your money, your business and the life you want. No products, no commissions. In person or by Zoom.
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
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.
Ryan Langan
CFP®
Your Path Fi, LLC
West Chester, PA
Specialties: Comprehensive Financial Planning, Retirement Planning, Retirement Income Planning, Tax Planning, Investment Management, Social Security & Pension Collection Strategy, Estate Planning, Insurance Planning, College Education Planning, Work Optional/Retire Early
I provide tax-efficient retirement planning and investment management for a flat annual fee. Located in the suburbs of Philadelphia, PA, serving clients locally and across the country.
Brendan Dooley
CFP®, CRPC®,RICP®
Buoyant Wealth
Ambler, PA
Specialties: Investment Management, Retirement Income Planning, Charitable Giving, Tax-planning, Social Security Timing, Required Minimum Distributions and IRMAA Surcharges
Buoyant Wealth helps couples with $2–$5 million of investable assets figure out how to spend, give, and invest their money in a way that reflects what matters most to them. All while making thoughtful tax decisions along the way.
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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)
