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Top Rated Financial Advisors in Philadelphia, 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 Philadelphia, 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 Philadelphia, 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 Philadelphia, 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, a financial fiduciary, has been a Paladin Registry member since 2012. Steve is the owner of DeCesare Retirement Specialists. Steve holds the Certified Financial Planner certifications and has over 16 years of experience. Steve provides financial services to clients in the Philadelphia, Pennsylvania area.

Paladin Registry Member

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).

Michael Sicuranza

Affinity Wealth Management, LLC
AEP® CFP®
Michael Sicuranza, a financial fiduciary, has been a Paladin Registry member since 2005. Michael is the owner of Affinity Wealth Management, LLC. Michael holds the Accredited Estate Planner® , Certified Financial Planner certifications and has over 23 years of experience. Michael provides financial services to clients in the Wilmington, Delaware area.

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).

Peter Gellman

Palmerston Group Advisors, L.L.C.
Peter Gellman, a financial fiduciary, has been a Paladin Registry member since 2011. certifications and has over 14 years of experience. Peter provides financial services to clients in the Highland Park, New Jersey area.

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).

Marc Hansen

JPL Asset Management and Planning, LLC
CFP®
Marc Hansen, a financial fiduciary, has been a Paladin Registry member since 2011. Marc holds the Certified Financial Planner certifications and has over 20 years of experience. Marc provides financial services to clients in the Wilmington, Delaware area.

Paladin Registry Member

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).

Kyle Kranzley

LPL Financial
CFP® ChFC® CRPC® RFC®
Kyle Kranzley, a financial fiduciary, has been a Paladin Registry member since 2012. Kyle holds the Certified Financial Planner , Chartered Financial Consultant , Chartered Retirement Planning Counselor , Registered Financial Consultant certifications and has over 9 years of experience. Kyle provides financial services to clients in the Mount Laurel, New Jersey area.

Paladin Fee-Only

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

Paladin Certified

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, a financial fiduciary, has been a Paladin Registry member since 2006. James holds the Chartered Retirement Planning Counselor certifications and has over 47 years of experience. James provides financial services to clients in the Allentown, Pennsylvania area.

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).

Financial Engines Advisors

Financial Engines Advisors
Financial Engines Advisors, a financial fiduciary, has been a Paladin Registry member since 2014. certifications and has over 25 years of experience. Chris provides financial services to clients in the Overland Park, Kansas area.

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).

James Lee

StratFI
CFA® CFP® CMT®
James Lee, a financial fiduciary, has been a Paladin Registry member since 2014. James holds the Chartered Financial Analyst , Certified Financial Planner , Chartered Market Technician certifications and has over 30 years of experience. James provides financial services to clients in the Wilmington, Delaware area.

Paladin Fiduciary

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm is a fiduciary when providing financial advice and services for fees. Fiduciaries are held to the highest ethical standard in the financial service industry. They are required to always put their clients’ financial interests first.

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).

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 the Accredited Investment Fiduciary , Chartered Alternative Investment Analyst , Chartered Financial Analyst , Certified Financial Planner certifications and has over 31 years of experience. John provides financial services to clients in the Clinton, New Jersey area.

Paladin Registry Member

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, a financial fiduciary, has been a Paladin Registry member since 2018. Mike holds the Certified Financial Planner certifications and has over 15 years of experience. Mike provides financial services to clients in the East Norriton, Pennsylvania area.

Paladin Registry Member

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 fiduciary, has been a Paladin Registry member since 2019. certifications. Firm provides financial services to clients in the Conshohocken, Pennsylvania area.

Paladin Registry Member

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).

Andrew Rosen

Diversified, LLC
CEP™ CFP®
Andrew Rosen, a financial fiduciary, has been a Paladin Registry member since 2019. Andrew is the partner in Diversified, LLC. Andrew holds the Certified Estate Planner , Certified Financial Planner certifications and has over 22 years of experience. Andrew provides financial services to clients in the Wilmington, Delaware area.

Paladin Registry Member

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, a financial fiduciary, has been a Paladin Registry member since 2020. certifications and has over 33 years of experience. Paul provides financial services to clients in the Conshohocken, Pennsylvania area.

Paladin Registry Member

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).

David Levy

Diversified Lifelong Advisors
CFP®
David Levy, a financial fiduciary, has been a Paladin Registry member since 2021. David is the partner in Diversified Lifelong Advisors. David holds the Certified Financial Planner certifications and has over 14 years of experience. He has over 14 years of experience with Diversified Lifelong Advisors firm. David provides financial services to clients in the Wilmington, Delaware area.

Paladin Registry Member

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, a financial fiduciary, has been a Paladin Registry member since 2021. James holds the Certified Financial Planner certifications and has over 40 years of experience. James provides financial services to clients in the Chester Springs, Pennsylvania area.

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.

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