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Top Rated Financial Advisors in Dallas, 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 Dallas, 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 Dallas, 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 Dallas, 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.

Martin A Federici Jr

MF Advisers, Inc.
AAMS®
Martin A Federici Jr, a financial fiduciary, has been a Paladin Registry member since 2013. Martin A is the owner of MF Advisers, Inc. Martin A holds a Accredited Asset Management Specialist certification. Martin A has over 15 years of experience. Martin A has over 10 years of experience with MF Advisers, Inc. firm. Martin A provides financial services to clients in the Dallas, Pennsylvania area.
  • 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)

SFG Wealth Planning Services, Inc.

SFG Wealth Planning Services, Inc.
SFG Wealth Planning Services, Inc., a financial fiduciary firm, has been a Paladin Registry member since 2005. Charles is the owner of SFG Wealth Planning Services, Inc. Firm has over 31 years of experience. SFG Wealth Planning Services, Inc. provides financial services to clients in the Doylestown, Pennsylvania area.
  • 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

James Baker

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

John Middleton

Brighton Financial Planning
AIF® CAIA® CFA® CFP®
John Middleton, a financial fiduciary, has been a Paladin Registry member since 2016. John is the owner of Brighton Financial Planning. John holds Accredited Investment Fiduciary , Chartered Alternative Investment Analyst , Chartered Financial Analyst , Certified Financial Planner certifications. John has over 31 years of experience. John provides financial services to clients in the Clinton, New Jersey area.
  • 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
  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Pershing
  • TD Ameritrade

Michael Greco

GCI Financial Group, Inc.
CFP® ChFC®
Michael Greco, a financial fiduciary, has been a Paladin Registry member since 2017. Michael is the partner in GCI Financial Group, Inc. Michael holds Certified Financial Planner , Chartered Financial Consultant certifications. Michael has over 21 years of experience. Michael provides financial services to clients in the Mendham, New Jersey area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Connecticut
    • Florida
    • Maryland
    • Massachusetts
    • New Jersey
    • New York
    • Pennsylvania
    • South Carolina
  • Insurance Products for Commission: State List
    • Florida
    • New Jersey
    • New York
    • South Carolina

Additional Information:

Years of Experience:
21 Years

    Fee Structure

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

    Asset Requirement: $250,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • TD Ameritrade Institutional

Mark Harwanko

Black River Financial, LLC
Mark Harwanko, a financial fiduciary, has been a Paladin Registry member since 2018. Mark has over 35 years of experience. Mark provides financial services to clients in the Chester, New Jersey area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Alabama
    • California
    • Colorado
    • Connecticut
    • Delaware
    • Florida
    • Illinois
    • Maryland
    • New Jersey
    • New York
    • Ohio
    • Pennsylvania
    • Vermont
    • Virginia
    • Washington
  • Investment Products for Commission: State List
    • California
    • Colorado
    • Connecticut
    • Delaware
    • Florida
    • Illinois
    • New Jersey
    • New York
    • North Carolina
    • Pennsylvania
    • South Carolina
    • Vermont
    • Virginia
    • Washington
  • Insurance Products for Commission: State List
    • Colorado
    • Connecticut
    • Florida
    • Illinois
    • New Jersey
    • New York
    • Ohio
    • Pennsylvania
    • South Carolina

Additional Information:

Years of Experience:
35 Years

    Fee Structure

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

    Asset Requirement: $250,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • BNY Pershing

Bill Parker

GrandView Asset Management
AIFA® CKA®
Bill Parker, a financial fiduciary, has been a Paladin Registry member since 2021. Bill is the owner of GrandView Asset Management. Bill holds Accredited Investment Fiduciary Analyst , Certified Kingdom Advisor certifications. Bill has over 25 years of experience. Bill provides financial services to clients in the Harrisburg, Pennsylvania area.

Additional Information:

Years of Experience:
25 Years

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

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.