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Top Rated Financial Advisors in Newtown, 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 Newtown, 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 Newtown, 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 Newtown, 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.

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Patrick Sewards

Costello Asset Management
CFA®
Patrick Sewards, a financial fiduciary, provides financial services to clients in the Feasterville, Pennsylvania area. Patrick holds a CFA® certification. Patrick has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

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

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David Montemurro

Prudential
CLU®, ChFC®
David Montemurro, a financial fiduciary, provides financial services to clients in the Warrington, Pennsylvania area. David holds a CLU®, ChFC® certification. David has over years of experience.
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Eric Picker

Prudential
Eric Picker, a financial fiduciary, provides financial services to clients in the Warrington, Pennsylvania area. Eric has over years of experience.
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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: $50,000

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

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Paul C. Koenig Jr.

Integrated Financial Partners
CFP®, RFC®, CRPC®, ChFC®
Paul C. Koenig Jr., a financial fiduciary, provides financial services to clients in the Mount Laurel, New Jersey area. Paul holds a CFP®, RFC®, CRPC®, ChFC® certification. Paul has over 13 years of experience.

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Fee-Based
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Chip Holston

LPL Financial
CRPC®
Chip Holston, a financial fiduciary, provides financial services to clients in the Mount Laurel, New Jersey area. Chip holds a CRPC® certification. Chip has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

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

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Risk Management
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Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the West Conshohocken, Pennsylvania area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

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

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Edelman Financial Engines, LLC

Rohi Batra, a financial fiduciary firm, has been a Paladin Registry member since 2019 and provides financial services to clients in the Cherry Hill, New Jersey area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

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

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Matthew Haraburda

Bernardo Wealth Planning
CFP®, CFA®
Matthew Haraburda, a financial fiduciary, provides financial services to clients in the Berwyn, Pennsylvania area. Matthew holds a CFP®, CFA® certification. Matthew has over 11 years of experience.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

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

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Limerick Financial Group, LLC.

BCA, BCM, CDS,CES, CIS, CSS, CTS, CAS, RFC®, MSFS, BCE, CFS
Limerick Financial Group, LLC., a financial fiduciary firm, has been a Paladin Registry member since 2012 and provides financial services to clients in the Limerick, Pennsylvania area.

Additional Information:

Years of Experience:
40 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Axos

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Vanguard Personal Advisor

Vanguard Personal Advisor, 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
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Edelman Financial Engines, LLC

Amanda Salyer, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Allentown, Pennsylvania area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

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

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Diversified, LLC

CFP®
Diversified, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Talleyville Postal Store, Delaware area.

Additional Information:

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    SEI, Charles Schwab, Fidelity

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Jim Bernstein

QEX Asset Management
Jim Bernstein, a financial fiduciary, provides financial services to clients in the Bayville, New Jersey area. Jim has over 39 years of experience.

Additional Information:

Years of Experience:
39 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $50,000

    Financial Services Provided:

  • Portfolio Management
  • Wealth Management
  • Money Management
  • Risk Management
  • Investment Advice & Management

    Name(s) of Custodian(s):
    Interactive Brokers

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Edelman Financial Engines, LLC

Jennifer Keiling, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Red Bank, New Jersey area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

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

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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

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

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Frank Lepore

Bleakley Financial Group
Frank Lepore, a financial fiduciary, provides financial services to clients in the Fairfield, New Jersey area. Frank has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Flat Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Risk Management
  • Education Funding and Planning

    Name(s) of Custodian(s):
    LPL Financial, Charles Schwab, Pershing, and Fidelity

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Edelman Financial Engines, LLC

Walter Varian, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the New York, New York area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

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

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Farther Finance, LLC

Farther, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the New York, New York area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Wealth Management
  • Estate Planning & Trusts
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