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13 Top Rated
Financial Advisors in Pennsylvania

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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Matthew Staub

PSI Capital Management
CFA®
PSI Capital Management, a financial fiduciary has been a Paladin Registry member since 2005. He is the partner in PSI Capital Management. Greg holds the Chartered Financial Analyst certifications and has over 30 years of experience. Greg provides financial services to clients in the Lanaster, Pennsylvania area.
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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Nicholas Terezis

Marathon Strategic Advisors, LLC
CFA®
Nicholas Terezis, a financial fiduciary has been a Paladin Registry member since 2005. He is the owner of Marathon Strategic Advisors, LLC. Nicholas holds the Chartered Financial Analyst certifications and has over 25 years of experience. Nicholas provides financial services to clients in the Steubenville, Ohio area.
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Paladin Fee-Only

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm’s only method of compensation is a fee - just like you compensate other professionals and firms that you rely on for specialized knowledge, advice, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Charles Steege

SFG Wealth Planning Services, Inc.
SFG Wealth Planning Services, Inc., a financial fiduciary has been a Paladin Registry member since 2005. He is the owner of SFG Wealth Planning Services, Inc.. Charles provides financial services to clients in the Doylestown, Pennsylvania area.
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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

James Baker

L.W. Baker & Sons
CRPC®
James Baker, a financial fiduciary has been a Paladin Registry member since 2006. James holds the Chartered Retirement Planning Counselor certifications and has over 47 years of experience. James provides financial services to clients in the Allentown, Pennsylvania area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Timothy Donovan

FamilyWealth Management Group LLC
ChFC®
Timothy Donovan, a financial fiduciary has been a Paladin Registry member since 2006. Timothy holds the Chartered Financial Consultant certifications and has over 33 years of experience. Timothy provides financial services to clients in the Pittsburgh, Pennsylvania area.
Badge1

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Martin A. Federici Jr

MF Advisers, Inc.
AAMS®
Martin A. Federici Jr, a financial fiduciary has been a Paladin Registry member since 2013. He is the owner of MF Advisers, Inc.. Martin A. holds the Accredited Asset Management Specialist certifications and has over 11 years of experience. Martin A. provides financial services to clients in the Dallas, Pennsylvania area.
Badge1_firm

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Partner Leads

Edelman Financial Engines
Edelman Financial Engines, a financial fiduciary has been a Paladin Registry member since 2014. Chris provides financial services to clients in the Overland Park, Kansas area.
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Paladin Certified

This advisor or firm is a vetted, documented member of the Paladin Registry.

Certified is Paladin’s highest level of due diligence for financial advisors and firms. Paladin has conducted background checks for the credentials and ethics that are documented in its Registry research reports.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Charles (Chuck) Steege

SFG Wealth Planning Services, Inc.
CFP® CEP CKA®
Charles (Chuck) Steege, a financial fiduciary has been a Paladin Registry member since 2016. Charles (Chuck) holds the Certified Financial Planner , Certified Equity Professional , Certified Kingdom Advisor certifications and has over 33 years of experience. Charles (Chuck) provides financial services to clients in the Doylestown, Pennsylvania area.
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Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Kelly Groff

SFG Wealth Planning Services, Inc.
CFP® CKA®
Kelly Groff, a financial fiduciary has been a Paladin Registry member since 2016. Kelly holds the Certified Financial Planner , Certified Kingdom Advisor certifications and has over 18 years of experience. Kelly provides financial services to clients in the Doylestown, Pennsylvania area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Greg Staub

PSI Capital Management
CFA®
Greg Staub, a financial fiduciary has been a Paladin Registry member since 2019. Greg holds the Chartered Financial Analyst certifications and has over 32 years of experience. Greg provides financial services to clients in the Hanover, Pennsylvania area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Matthew Staub

PSI Capital Management
CFA®
Matthew Staub, a financial fiduciary has been a Paladin Registry member since 2019. Matthew holds the Chartered Financial Analyst certifications and has over 7 years of experience. Matthew provides financial services to clients in the Hershey, Pennsylvania area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Vanessa Zook

PSI Capital Management
MBA
Vanessa Zook, a financial fiduciary has been a Paladin Registry member since 2019. Vanessa holds the Master Business Administration certifications and has over 6 years of experience. Vanessa provides financial services to clients in the Lancaster, Pennsylvania area.
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Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Scott Smith

PSI Capital Management
ChFC® RICP™
Scott Smith, a financial fiduciary has been a Paladin Registry member since 2019. Scott holds the Chartered Financial Consultant , Retirement Income Certified Professional certifications and has over 28 years of experience. Scott provides financial services to clients in the Hershey, Pennsylvania area.

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