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Top Rated Financial Advisors in Upper Gwynedd, 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 Upper Gwynedd, 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 Upper Gwynedd, 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 Upper Gwynedd, 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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Mike Weber

Blue Bell Private Wealth Management
CFP®
Mike Weber, a financial fiduciary, provides financial services to clients in the Blue Bell, Pennsylvania area. Mike holds a CFP® certification. Mike has over 17 years of experience.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

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

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

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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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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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Tower Bridge Advisors

CFP®, CFA®
Tower Bridge Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2012 and provides financial services to clients in the West Conshohocken, Pennsylvania area.

Additional Information:

    Fee Structure

  • Fee-Only

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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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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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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Matthew Haraburda, CFA<sup>&reg;</sup>, CFP<sup>&reg;</sup>

Bernardo Wealth Planning
Matthew Haraburda, CFA<sup>&reg;</sup>, CFP<sup>&reg;</sup>, a financial fiduciary, provides financial services to clients in the Berwyn, Pennsylvania area. 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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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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William F. Davis

Vericrest Private Wealth LLC
CFP®, APMA®, CDFA®
William F. Davis, a financial fiduciary, provides financial services to clients in the Newtown, Pennsylvania area. William holds a CFP®, APMA®, CDFA® certification. William has over 6 years of experience.

Additional Information:

Years of Experience:
6 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • 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, Fidelity

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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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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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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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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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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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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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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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Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Bel Air, Maryland area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade

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Peter D. Shelp

Ameriprise Financial Services
AWMA®, CASL®, CFP®, CRPS®, CRPC®, ChFC®
Peter D. Shelp, a financial fiduciary, provides financial services to clients in the Wilkes Barre, Pennsylvania area. Peter holds a AWMA®, CASL®, CFP®, CRPS®, CRPC®, ChFC® certification. Peter has over 31 years of experience.

Additional Information:

Years of Experience:
31 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
  • Risk Management
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