Fee-Only Financial Planners in Pottstown, PA

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Pottstown, PA:

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

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

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.

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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)

    NAPFA Consumer Tools PDF

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