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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.
Eric Picker
Prudential
Michael Scavullo
Solebury Investment Group, Llc.
Additional Information:
Years of Experience:
20+ Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $50,000
Name(s) of Custodian(s):
TD Ameritrade and Pershing Clearing Corp.
Paul C. Koenig Jr.
Integrated Financial Partners
Additional Information:
Years of Experience:
13 Years
- Fee-Based
Fee Structure
Rohi Batra
Edelman Financial Engines, LLC
Additional Information:
Years of Experience:
30 Years
- Fee-Based
Fee Structure
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.
Limerick Financial Group, LLC.
Additional Information:
Years of Experience:
40 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Axos
Vanguard Personal Advisor
Additional Information:
- Fee-Based
Fee Structure
- Retirement Planning
- Education Funding and Planning
Financial Services Provided:
Andrew Rosen
Diversified, LLC
Additional Information:
Years of Experience:
22 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
SEI Private Trust Co, TD Ameritrade,
Jim Bernstein
QEX Asset Management
Additional Information:
Years of Experience:
39 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $50,000
- Portfolio Management
- Wealth Management
- Money Management
- Risk Management
- Investment Advice & Management
Financial Services Provided:
Name(s) of Custodian(s):
Interactive Brokers
Jennifer Keiling
Edelman Financial Engines, LLC
Additional Information:
Years of Experience:
11 Years
- Fee-Based
Fee Structure
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.
Marc Hansen
JPL Asset Management and Planning
Additional Information:
Years of Experience:
20 Years
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Investment Advice & Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
Frank Lepore
Bleakley Financial Group
Additional Information:
Years of Experience:
21 Years
- Fee-Based
- Flat Fee
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Risk Management
- Education Funding and Planning
Financial Services Provided:
Name(s) of Custodian(s):
LPL Financial, Charles Schwab, Pershing, and Fidelity
Walter Varian
Edelman Financial Engines, LLC
Additional Information:
Years of Experience:
17 Years
- Fee-Based
Fee Structure
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.
Farther Finance, LLC
Additional Information:
- Fee-Only
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Wealth Management
- Estate Planning & Trusts
Financial Services Provided:
Paladin Advisors