Menu

Not sure which advisor
is right for you?

Find and compare 2-3 vetted financial advisors
matched to your specific needs.

Registered Advisors

Your Information is Safe and Secure

Get Matched With Advisors

Top Rated Financial Advisors in Exton, 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 Exton, 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 Exton, 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 Exton, 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

BASIC INFORMATION NEEDED FOR THE INQUIRY

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

David Levy

Diversified, LLC
CFP®
David Levy, a financial fiduciary, provides financial services to clients in the Wilmington, Delaware area. David holds a CFP® certification. David has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    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
    • Insurance Products & Annuities

BASIC INFORMATION NEEDED FOR THE INQUIRY

Andrew Rosen

Diversified, LLC
CFP®
Andrew Rosen, a financial fiduciary, provides financial services to clients in the Wilmington, Delaware area. Andrew holds a CFP® certification. Andrew has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Based
  • 7672576726

    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
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Legal Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    SEI Private Trust Co, TD Ameritrade,

BASIC INFORMATION NEEDED FOR THE INQUIRY

Tower Bridge Advisors

CFP®, CFA®
Nick Filippo, 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:

Years of Experience:
25 Years

    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

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.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Marc Hansen

JPL Asset Management and Planning
CFP®
Marc Hansen, a financial fiduciary, provides financial services to clients in the Wilmington, Delaware area. Marc holds a CFP® certification. Marc has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

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

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Nicholas Vali

Diamond State Financial Group
ChFC®
Nicholas Vali, a financial fiduciary, provides financial services to clients in the Newark, Delaware area. Nicholas holds a ChFC® certification.

Additional Information:

    Fee Structure

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

    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 Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

BASIC INFORMATION NEEDED FOR THE INQUIRY

Chris Werner

Edelman Financial Engines, LLC
CFP®
Chris Werner, a financial fiduciary, provides financial services to clients in the Cherry Hill, New Jersey area. Chris holds a CFP® certification. Chris has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based

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

BASIC INFORMATION NEEDED FOR THE INQUIRY