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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.

Jason Lazurick

Schuylkill Financial LLC
MBA
Jason Lazurick, a financial fiduciary, provides financial services to clients in the Exton, Pennsylvania area. Jason holds a MBA certification. Jason has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management

    Name(s) of Custodian(s):
    Fidelity Investments

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
  • View More
    • Estate Planning & Trusts
    • Insurance Products & Annuities

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
  • View More
    • Financial Planning for Individuals
    • Investment Advice & Management

Steve DeCesare

DeCesare Retirement Specialists
CFP®
Steve DeCesare, a financial fiduciary, provides financial services to clients in the Philadelphia, Pennsylvania area. Steve holds a CFP® certification. Steve has over 19 years of experience.

Additional Information:

Years of Experience:
19 Years

    Fee Structure

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

    Asset Requirement: $100,000

    Financial Services Provided:

  • Retirement Planning
  • Financial Planning for Individuals
  • View More

    Name(s) of Custodian(s):
    Charles Schwab & Co, Inc.

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
  • View More

    Name(s) of Custodian(s):
    Fidelity Investments

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

James Graves

Joppa Mill Advisors Ltd.
CFP®
James Graves, a financial fiduciary, provides financial services to clients in the Chester Springs, Pennsylvania area. James holds a CFP® certification. James has over 40 years of experience.

Additional Information:

Years of Experience:
40 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $250,000

    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
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Pershing LLC; Schwab

Blue Bell Private Wealth Management

CFP®
Mike Weber, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Blue Bell, Pennsylvania area.

Additional Information:

Years of Experience:
16 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
  • 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 & Co

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.

Gilles Mulard

Mulard Wealth Management
CRPC®
Gilles Mulard, a financial fiduciary, provides financial services to clients in the Erie, Pennsylvania area. Gilles holds a CRPC® certification.

Additional Information:

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: 100K+

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Financial Advice & Consulting
  • View More
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Insurance Products & Annuities

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

Rebecca Pawuk

Edelman Financial Engines, LLC
Rebecca Pawuk, a financial fiduciary, provides financial services to clients in the Sewickley, Pennsylvania area. Rebecca has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based

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

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

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
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

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

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: 50000

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

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

  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • View More

    Name(s) of Custodian(s):
    TD Ameritrade

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 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
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management

BASIC INFORMATION NEEDED FOR THE INQUIRY

Top vetted financial advisors in Pennsylvania by cities

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

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