Amplius Wealth Advisors

Conyngham, Pennsylvania

Wagner Wealth Management is an independent, fiduciary-based firm in Pennsylvania that serves individuals, families, entrepreneurs, and business owners. The firm offers investment management, retirement planning, estate planning, business succession planning, and multigenerational wealth planning, with a stated approach centered on understanding client goals and conducting regular reviews throughout the year. Allen Wagner, who founded the firm in 2010 after 17 years at a regional brokerage, leads the practice alongside Kyle Wagner, a CFP® professional with a degree in Investment Management. The firm emphasizes personalized portfolio construction and disciplined risk management rather than short-term performance optimization.

York, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in York, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Doylestown, Pennsylvania

Bronwealth Financial & Tax is a financial planning firm based in Doylestown, Pennsylvania that emphasizes clear communication and integrated financial planning. The firm works through a structured 3-to-4-meeting process beginning with a discovery call, moving to comprehensive plan development covering investments, insurance, real estate, Social Security, Medicare, estate planning, and related areas, and continuing with quarterly monitoring and adjustments. Services include financial planning, investment management, and ongoing portfolio review.

Pittsburgh, Pennsylvania

Matthew Blocki is an investment advisory firm in Pittsburgh, Pennsylvania. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.