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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.

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).

Steve DeCesare

DeCesare Retirement Specialists
CFP®
Steve DeCesare is a financial fiduciary at DeCesare Retirement Specialists. Steve DeCesare has been a Paladin Registry member since 2012 and serves clinets in Philadelphia, Pennsylvania.
Steve holds Certified Financial Planner and has over 16 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • New Jersey
    • Pennsylvania
  • Investment Products for Commission: State List
    • California
    • Colorado
    • Florida
    • Massachusetts
    • New Jersey
    • Pennsylvania
  • Insurance Products for Commission: State List
    • California
    • Colorado
    • Florida
    • Massachusetts
    • New Jersey
    • Pennsylvania

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Charles Schwab & Co.
  • National Financial Services, LLC

Paladin Registry 5 Stars

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 is a financial fiduciary at Marathon Strategic Advisors, LLC. Nicholas Terezis has been a Paladin Registry member since 2005 and serves clinets in Pittsburgh, Pennsylvania.
Nicholas holds Chartered Financial Analyst and has over 30 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Florida
    • North Carolina
    • Ohio
    • Pennsylvania
    • West Virginia

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade

Paladin Registry 5 Stars

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 advisory firm, has been a Paladin Registry member since 31. SFG Wealth Planning Services, Inc. provides financial services to clients in the Doylestown, Pennsylvania.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
31 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Other
  • Wealth Management

    Name(s) of Custodian(s):

  • Schwab
  • Fidelity/National Financial Srvs
  • SEI Trust Company

Paladin Registry 5 Stars

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 is a financial fiduciary at L.W. Baker & Sons. James Baker has been a Paladin Registry member since 2006 and serves clinets in Allentown, Pennsylvania.
James holds Chartered Retirement Planning Counselor and has over 47 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • New Jersey
    • New York
    • Pennsylvania
  • Investment Products for Commission: State List
    • Florida
    • Maryland
    • Massachusetts
    • Michigan
    • New Jersey
    • New York
    • Pennsylvania
  • Insurance Products for Commission: State List
    • Colorado
    • Florida
    • New Jersey
    • New York
    • North Carolina
    • Pennsylvania
    • Virginia

Additional Information:

Years of Experience:
47 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Morningstar
  • Pershing

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 is a financial fiduciary at FamilyWealth Management Group LLC. Timothy Donovan has been a Paladin Registry member since 2006 and serves clinets in Canonsburg, Pennsylvania.
Timothy holds Chartered Financial Consultant and has over 33 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • Arkansas
    • California
    • Colorado
    • Florida
    • Michigan
    • New Hampshire
    • Ohio
    • Pennsylvania
    • Texas
    • Virginia
    • West Virginia
    • Wisconsin
  • Investment Products for Commission: State List
    • Arizona
    • Arkansas
    • California
    • Colorado
    • Florida
    • Georgia
    • Nevada
    • New Hampshire
    • New York
    • Ohio
    • Pennsylvania
    • South Carolina
    • Texas
    • West Virginia
  • Insurance Products for Commission: State List
    • Arizona
    • Arkansas
    • California
    • Colorado
    • Florida
    • Georgia
    • Nevada
    • Ohio
    • Pennsylvania
    • South Carolina
    • Texas
    • West Virginia

Additional Information:

Years of Experience:
33 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Wealth Management

    Name(s) of Custodian(s):

  • Fidelity/National Financial Srvs
  • T D Ameritrade

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 is a financial fiduciary at MF Advisers, Inc.. Martin A Federici Jr has been a Paladin Registry member since 2013 and serves clinets in Dallas, Pennsylvania.
Martin A holds Accredited Asset Management Specialist and has over 15 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Florida
    • Pennsylvania
    • Texas

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Hourly Fee
  • Asset-Based Fee

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • TD Ameritrade
  • ASPire
  • Nationwide (formerly Jefferson National)

Paladin Registry 5 Stars

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 is a financial fiduciary at SFG Wealth Planning Services, Inc. . Charles (Chuck) Steege has been a Paladin Registry member since 2016 and serves clinets in Doylestown, Pennsylvania.

Charles (Chuck) holds Certified Financial Planner , Certified Equity Professional , Certified Kingdom Advisor certifications and has over 33 years of experience.

Additional Information:

Years of Experience:
33 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Other
  • Wealth Management

    Name(s) of Custodian(s):

  • Schwab
  • Fidelity/National Financial Srvs
  • SEI Trust Company

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 is a financial fiduciary at SFG Wealth Planning Services, Inc. . Kelly Groff has been a Paladin Registry member since 2016 and serves clinets in Doylestown, Pennsylvania.

Kelly holds Certified Financial Planner , Certified Kingdom Advisor certifications and has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Other
  • Wealth Management

    Name(s) of Custodian(s):

  • Schwab
  • Fidelity/National Financial Srvs
  • SEI Trust Company

Paladin Registry 5 Stars

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).

Mike Weber

Mike Weber
CFP®
Mike Weber is a financial fiduciary at Mike Weber . Mike Weber has been a Paladin Registry member since 2018 and serves clinets in East Norriton, Pennsylvania.
Mike holds Certified Financial Planner and has over 15 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Charles Schwab & Co Inc.

Paladin Registry 5 Stars

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).

Evan Hewitt

Compass Ion Advisors, LLC
Compass Ion Advisors, LLC, a financial advisory firm, has been a Paladin Registry member since . Compass Ion Advisors, LLC provides financial services to clients in the Conshohocken, Pennsylvania.
  • State Licences:
  • Insurance Products for Commission: State List
    • Delaware
    • Florida
    • Maryland
    • New Jersey
    • North Carolina
    • Pennsylvania
    • Texas
    • Washington

Additional Information:

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services

    Name(s) of Custodian(s):

  • TD Ameritrade

Paladin Registry 5 Stars

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).

Jeremiah Sensenig

Jeremiah Sensenig
Jeremiah Sensenig is a financial fiduciary at Jeremiah Sensenig . Jeremiah Sensenig has been a Paladin Registry member since 2020 and serves clinets in Lancaster, Pennsylvania.
Jeremiah Sensenig has 15 years of experience as Financial fiduciary.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Commissions (Investment Products)
  • Asset-Based Fee

Paladin Registry 5 Stars

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).

Paul MacCrory

Paul MacCrory
Paul MacCrory is a financial fiduciary at Paul MacCrory . Paul MacCrory has been a Paladin Registry member since 2020 and serves clinets in Conshohocken, Pennsylvania.
Paul MacCrory has 33 years of experience as Financial fiduciary.

Additional Information:

Years of Experience:
33 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)

Paladin Registry 5 Stars

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).

Bill Parker

Bill Parker
AIF®
Bill Parker is a financial fiduciary at Bill Parker . Bill Parker has been a Paladin Registry member since 2021 and serves clinets in Harrisburg, Pennsylvania.
Bill holds Accredited Investment Fiduciary and has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

Paladin Registry 5 Stars

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).

James Graves

James Graves
CFP®
James Graves is a financial fiduciary at James Graves . James Graves has been a Paladin Registry member since 2021 and serves clinets in Chester Springs, Pennsylvania.
James holds Certified Financial Planner and has over 40 years of experience.

Additional Information:

Years of Experience:
40 Years

    Fee Structure

  • Asset-Based Fee

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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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