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Top Rated Financial Advisors in West Chester, 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 West Chester, 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 West Chester, 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 West Chester, 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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Scott McGraw

MERIT Investment Management
Scott McGraw, a financial fiduciary, provides financial services to clients in the West Chester, Pennsylvania area. Scott has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $0

    Financial Services Provided:

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

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

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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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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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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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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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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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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 Plymouth Meeting, Pennsylvania area.

Additional Information:

    Fee Structure

  • Fee-Based

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

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Ketul Mody

Diamond State Financial Group
CFP®, RICP®
Ketul Mody, a financial fiduciary, provides financial services to clients in the Newark, Delaware area. Ketul holds a CFP®, RICP® certification. Ketul has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    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
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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. Nicholas has over years of experience.

Additional Information:

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • 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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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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Rohi Batra

Edelman Financial Engines, LLC
CFP®
Rohi Batra, a financial fiduciary, provides financial services to clients in the Cherry Hill, New Jersey area. Rohi holds a CFP® certification. Rohi has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Based

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

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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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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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Ashley Zephir

Edelman Financial Engines, LLC
CFP®
Ashley Zephir, a financial fiduciary, provides financial services to clients in the Towson, Maryland area. Ashley holds a CFP® certification. Ashley has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based

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

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