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Top Rated Financial Advisors in Pennsylvania

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 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 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 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.

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Michael Marion

Marion Wealth Management
CFP®
Michael Marion, a financial fiduciary, provides financial services to clients in the Monroeville, Pennsylvania area. Michael holds a CFP® certification. Michael has over 33 years of experience.

Additional Information:

Years of Experience:
33 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Name(s) of Custodian(s):
    TD Ameritrade Institutional, Charles Schwab

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Peter D. Shelp

Janney Montgomery Scott LLC
AWMA®, CASL®, CFP®, CRPS®, CRPC®, ChFC®
Peter D. Shelp, a financial fiduciary, provides financial services to clients in the Wilkes Barre, Pennsylvania area. Peter holds a AWMA®, CASL®, CFP®, CRPS®, CRPC®, ChFC® certification. Peter has over 31 years of experience.

Additional Information:

Years of Experience:
31 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
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Gary Vassalotti

Vimcor
Gary Vassalotti, a financial fiduciary, provides financial services to clients in the Duncansville, Pennsylvania area. Gary has over 36 years of experience.

Additional Information:

Years of Experience:
36 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Based on Assets

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab

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Mike Weber

Blue Bell Private Wealth Management
CFP®
Mike Weber, a financial fiduciary, provides financial services to clients in the Blue Bell, Pennsylvania area. Mike holds a CFP® certification. Mike has over 17 years of experience.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab & Co

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Scott McGraw

MERIT Investment Management
Scott McGraw, a financial fiduciary, provides financial services to clients in the West Chester, Pennsylvania area. Scott has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Interactive Brokers (Custody only)

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Rebecca Pawuk

Edelman Financial Engines, LLC
Rebecca Pawuk, a financial fiduciary, provides financial services to clients in the Sewickley, Pennsylvania area. Rebecca has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Based

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

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Vanguard Personal Advisor

Vanguard Personal Advisor, 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
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Sterling Heights Financial Group

Sterling Heights Financial Group, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Lower Burrell, Pennsylvania area.

Additional Information:

Years of Experience:
23 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $150,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    LPL Financial

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Limerick Financial Group, LLC.

BCA, BCM, CDS,CES, CIS, CSS, CTS, CAS, RFC®, MSFS, BCE, CFS
Limerick Financial Group, LLC., a financial fiduciary firm, has been a Paladin Registry member since 2012 and provides financial services to clients in the Limerick, Pennsylvania area.

Additional Information:

Years of Experience:
40 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Axos

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Martin Federici Jr

MF Advisers
AAMS®
Martin Federici Jr, a financial fiduciary, provides financial services to clients in the Dallas, Pennsylvania area. Martin holds a AAMS® certification. Martin has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Hourly
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    TD Ameritrade, ASPire, Nationwide (formerly Jefferson National)

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Michael Scavullo

Solebury Investment Group, Llc.
Michael Scavullo, a financial fiduciary, provides financial services to clients in the Doylestown, Pennsylvania area. Michael has over 20+ years of experience.

Additional Information:

Years of Experience:
20+ Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $50,000

    Name(s) of Custodian(s):
    TD Ameritrade and Pershing Clearing Corp.

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Nicholas Terezis

Marathon Strategic Advisors, LLC
CFA®
Nicholas Terezis, a financial fiduciary, provides financial services to clients in the Pittsburgh, Pennsylvania area. Nicholas holds a CFA® certification. Nicholas has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):
    Charles Schwab

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Tower Bridge Advisors

CFP®, CFA®
Tower Bridge Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2012 and provides financial services to clients in the West Conshohocken, Pennsylvania area.

Additional Information:

    Fee Structure

  • Fee-Only

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

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