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 Reading, 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 Reading, PA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
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
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
James Adams
CFA®, CFP®, MBA
Lighthouse Wealth Management
Reading, PA
Specialties: Comprehensive Financial Planning, Asset Management, Estate Planning, Tax Planning, Retirement Income Planning, College Education Planning
Tax-focused comprehensive financial planning, serving central Pennsylvania, Maryland, and clients across the country.
Timothy Decker
AIF®
Greenspring Advisors
Lancaster, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate and legacy planning, Tax Advisory, Philanthropic services, Family CFO
Greenspring was built on a simple principle: to provide personalized private wealth management services while serving as a fee-only fiduciary. Our mission is to help you live your ideal life, however that looks for you. Offices in MD, NJ, NY, and PA.
Teancum 'T' Light
JD, CPA, CFP®
Lighthouse Wealth Management
Reading, PA
Specialties: Comprehensive Financial Planning, Asset Management, Retirement Income Planning, Tax Planning, Family Office Services, Trusts & Estate Planning
Tax-focused comprehensive financial planning helping successful families reduce taxes, manage wealth, and retire with confidence.
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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)
