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Top Rated Financial Advisors in Pennsylvania, Easton

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Pennsylvania, Easton is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Pennsylvania, Easton with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Pennsylvania, Easton near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Keith B Hawk

Hawk Financial Group
Accredited Asset Management Specialist (AAMS®), AAMS®
Keith B Hawk, a financial fiduciary, provides financial services to clients in the Easton, Pennsylvania area. Keith holds the Accredited Asset Management Specialist (AAMS®), AAMS® certifications. Keith has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $50,000

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Investment Advice & Management
  • Tax Advice and Services
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    • Estate Planning & Trusts
    • Insurance Products & Annuities

BASIC INFORMATION NEEDED FOR THE INQUIRY

Amanda Salyer

Edelman Financial Engines, LLC
CFP®
Amanda Salyer, a financial fiduciary, provides financial services to clients in the Plymouth Meeting, Pennsylvania area. Amanda holds a CFP® certification. Amanda has over 13 years of experience.

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Peter Gellman

Palmerston Group Advisors LLC
Peter Gellman, a financial fiduciary, provides financial services to clients in the Highland Park, New Jersey area. Peter has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
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    Name(s) of Custodian(s):
    Schwab Institutional

BASIC INFORMATION NEEDED FOR THE INQUIRY

Kevin Shea

Edelman Financial Engines, LLC
CFP®, CFA®
Kevin Shea, a financial fiduciary, provides financial services to clients in the Short Hills, New Jersey area. Kevin holds the CFP®, CFA® certifications. Kevin has over 5 years of experience.

Additional Information:

Years of Experience:
5 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Frank Lepore

Bleakley Financial Group
Certified in Long-Term Care (CLTC)
Frank Lepore, a financial fiduciary, provides financial services to clients in the Fairfield, New Jersey area. Frank holds a Certified in Long-Term Care (CLTC) certification. Frank has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Fee-Only
  • Flat Fee

BASIC INFORMATION NEEDED FOR THE INQUIRY

Peter D. Shelp

Janney Montgomery Scott LLC
AWMA®, CFP®, CRPS®, CRPC®, Accredited Wealth Management Advisor(AWMA), ChFC®
Peter D. Shelp, a financial fiduciary, provides financial services to clients in the Kingston, Pennsylvania area. Peter holds the AWMA®, CFP®, CRPS®, CRPC®, Accredited Wealth Management Advisor(AWMA), ChFC® certifications. Peter has over 31 years of experience.

Additional Information:

Years of Experience:
31 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $500000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
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    • Financial Planning for Individuals
    • Investment Advice & Management

BASIC INFORMATION NEEDED FOR THE INQUIRY

Al Osgood

Financial Freedom LLC
CFP®
Al Osgood, a financial fiduciary, provides financial services to clients in the Malvern, Pennsylvania area. Al holds a CFP® certification. Al has over 35 years of experience.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Only
  • Flat Fee

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Wealth Management
  • Financial Planning for Individuals
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    Name(s) of Custodian(s):
    Fidelity Investments

BASIC INFORMATION NEEDED FOR THE INQUIRY

Vanguard Personal Advisor Services

Vanguard Personal Advisor Services, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Malvern, Pennsylvania area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Education Funding and Planning
  • View More

BASIC INFORMATION NEEDED FOR THE INQUIRY

Bobby Cremins

Metanoia Financial
CFP®, CKA®, CFA®
Bobby Cremins, a financial fiduciary, provides financial services to clients in the Philadelphia, Pennsylvania area. Bobby holds the CFP®, CKA®, CFA® certifications. Bobby has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts

BASIC INFORMATION NEEDED FOR THE INQUIRY

Chris Werner

Edelman Financial Engines, LLC
CFP®
Chris Werner, a financial fiduciary, provides financial services to clients in the Cherry Hill, New Jersey area. Chris holds a CFP® certification. Chris has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Personal Capital

Personal Capital, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Prince, New York area.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $100,000

    Financial Services Provided:

  • Portfolio Management
  • Wealth Management
  • View More

BASIC INFORMATION NEEDED FOR THE INQUIRY

Andrew Rosen

Diversified, LLC
CFP®
Andrew Rosen, a financial fiduciary, provides financial services to clients in the Wilmington, Delaware area. Andrew holds a CFP® certification. Andrew has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Based
  • 7672576726

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Legal Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    SEI Private Trust Co, TD Ameritrade,

BASIC INFORMATION NEEDED FOR THE INQUIRY

Altfest Personal Wealth Management

CPA, CFP®, CFA®, ChFC®
ALTFEST PERSONAL WEALTH MANAGEMENT, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the New York, New York area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts

    Name(s) of Custodian(s):
    Charles Schwab & TD Ameritrade

BASIC INFORMATION NEEDED FOR THE INQUIRY