Fiduciary advisors in Pennsylvania

Allentown, Pennsylvania

Magellan Financial, Inc. is a Allentown-based wealth management and investment firm serving individuals, families, retirees, and business owners across the Lehigh Valley and nationwide. The firm offers financial planning and investment management services through a team of advisors with over 120 years of combined experience, built on a family office legacy tracing back to 1946. Founded in 2009 by Jeff Bogert and Rob Cahill, the practice integrates personalized planning with proactive guidance for clients navigating life transitions and financial decisions. The team includes senior wealth planners and administrative leadership committed to honesty, integrity, and client-first service.

Allentown, Pennsylvania

Peoples & Co. Private Wealth Stewardship, based in Allentown, Pennsylvania, offers financial planning and wealth management services centered on multi-generational guidance and financial stewardship principles. The firm is led by founder and CEO Duane Peoples (CFP®, CKA®, CEPA®) and Managing Partner Patricia Peoples (CFP®, CKA®, CLU®, ChFC®), both with decades of experience advising families, professionals, and business owners. The firm's approach emphasizes behavioral aspects of financial planning, wealth transfer, estate planning, and philanthropy, with a stated focus on helping clients align their financial decisions with personal and family values rather than external expectations.

Allentown, Pennsylvania

Englebert Financial Advisers, based in Allentown, Pennsylvania, provides financial planning and retirement planning services with a particular focus on serving police officers. The firm operates as a fiduciary that does not accept commissions, instead charging transparent fees, and employs a research-based investment approach. Founding Partner Chris Englebert holds the CLU credential and has worked in the financial services industry since 1984.

Allentown, Pennsylvania

CAPTRUST is an investment advisory firm in Allentown, Pennsylvania. Services include Investment Management. The firm specializes in Small Business and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Allentown, Pennsylvania

WealthScope Financial is a financial planning firm based in Allentown, Pennsylvania, with a satellite office in Boca Raton, Florida. The firm serves medical professionals, including physicians, physician assistants, and nurse practitioners, using what it calls its proprietary WealthScope GPS process. The firm was founded to specialize in the medical professional market and describes its role as providing customized financial strategies and serving as coaches and educators to clients.

Ambler, Pennsylvania

Lansing Street Advisors is a fiduciary firm based in Ambler, Pennsylvania, founded in 2020 by Matt and Mike Topley, managing $500 million in assets under management. The firm offers investment consulting, wealth enhancement, wealth transfer, and wealth protection services, with a focus on guiding families through accumulation, preservation, and distribution phases. Matt Topley, founder and CEO, brings 25 years of finance experience including trading and investment management roles, while Mike Topley, a CERTIFIED FINANCIAL PLANNER™ professional and co-founder, leads the firm's client advisory practice. The firm combines traditional and forward-thinking strategies to serve families' financial planning needs.

Aspinwall, Pennsylvania

YTS Wealth Management, based in Aspinwall, Pennsylvania, provides investment management and wealth management services. The firm uses data-driven analysis to evaluate clients' financial situations and develop coordinated strategies aligned with their objectives.

Bala Cynwyd, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Bala Cynwyd, 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.

Beaver, Pennsylvania

Raymond James & Associates is an investment advisory firm in Beaver, Pennsylvania. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Beaver, Pennsylvania

Three Cord True Wealth Management is a fiduciary-regulated advisory firm serving Pittsburgh-area families, professionals, and retirees. The firm integrates financial planning, investment management, tax strategy, and social security optimization, operating under a proprietary planning process called the True Wealth Blueprint that emphasizes the coordination of tax and investment decisions. Led by principals including Tod Arbutina and Vasili, the team provides ongoing relationship-based advisory rather than one-time planning engagements. The firm is located in Beaver, Pennsylvania and has demonstrated long-term client retention, with several client testimonials noting decades of service across life stages including retirement, education funding, and estate planning.

Beaver, Pennsylvania

River's Edge Wealth Management, based in Beaver, Pennsylvania, provides financial planning and investment management services to physicians and their families. The firm's team includes credentialed advisors holding CFP, ChFC, and RICP designations who work with clients to align their financial resources with personal values and long-term objectives. The firm addresses physician-specific financial concerns including retirement readiness, tax-efficient strategies, student loan planning, and employer benefits optimization.

Belle Vernon, Pennsylvania

Insurance-Based

Charles Pascoe - Prudential Financial is an insurance-based firm in Belle Vernon, Pennsylvania. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Berwyn, Pennsylvania

Merit Financial Advisors is an investment advisory firm in Berwyn, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Berwyn, Pennsylvania

Apella Wealth is an investment advisory firm in Berwyn, Pennsylvania. Services include Financial Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Berwyn, Pennsylvania

Trinity Wealth Management is a family-owned firm in Berwyn, Pennsylvania, offering investment management and wealth management services. The firm employs a holistic planning approach that integrates investments, retirement, and tax considerations into customized financial plans. Advisors hold the CLU credential and work with clients across various life stages to address their specific financial objectives.

Blue Bell, Pennsylvania

Amplius Wealth Advisors is a fiduciary wealth management firm based in Blue Bell, Pennsylvania serving corporate executives and high-net-worth families. The firm offers financial planning, insurance analysis, retirement planning, tax strategy, estate planning, and guidance on employee stock awards. Their stated approach integrates multiple financial disciplines to create plans responsive to clients' changing circumstances, including risk management and tax optimization across all life stages.

Blue Bell, Pennsylvania

Wealth Enhancement Group is an investment advisory firm in Blue Bell, Pennsylvania. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Blue Bell, Pennsylvania

CDS Wealth Management, based in Blue Bell, Pennsylvania, is an independent firm founded in 2001 by Daniel J. O'Sullivan, AIF, a Penn State graduate and Registered Principal with Series 6, 7, 24, and 65 securities registrations. The firm provides investment management and wealth management services including comprehensive financial planning, portfolio construction with stocks and ETFs, retirement planning, tax-efficient income strategies, estate planning, and business succession services to individuals, businesses, and organizations. O'Sullivan is supported by a client service team and manages accounts across the United States using a customized planning approach centered on each client's specific values and goals.

Blue Bell, Pennsylvania

Tompkins Financial Advisors is an investment advisory firm in Blue Bell, Pennsylvania. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance.

Blue Bell, Pennsylvania

Blue Bell Private Wealth Management, LLC is an investment advisory firm in Blue Bell, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 47 Google reviews.

Blue Bell, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Blue Bell, 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 five days a week.

Bradford, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Bradford, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 5-star rating from 2 Google reviews.

Bridgeville, Pennsylvania

Waldron Private Wealth is an investment advisory firm in Bridgeville, 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.

Bridgeville, Pennsylvania

Independent RIA

Independent Financial Service Group, LLC is an independent ria firm in Bridgeville, Pennsylvania. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Camp Hill, Pennsylvania

Langan Financial Group Retirement & Wealth Management is an investment advisory firm in Camp Hill, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Retirement Planning and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Camp Hill, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Camp Hill, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended.

Camp Hill, Pennsylvania

Conte Wealth Advisors is an independent financial services firm based in Camp Hill, Pennsylvania, offering retirement planning, comprehensive financial planning, insurance, and wealth management services. The firm serves retirement plan sponsors, business owners, and public employees, with particular expertise in workplace qualified plan design and fiduciary services under ERISA. Many of its advisors hold CFP® certification and operate under fiduciary responsibility. The firm has over 150 years of collective team experience and is structured as a third-generation independent practice.

Canonsburg, Pennsylvania

Cetera Investors is an independent financial advisory firm based in Canonsburg, Pennsylvania, offering financial planning and investment management services. The firm operates as part of the Cetera network while maintaining local service and independence from single-company product constraints. Its advisors provide guidance across retirement planning, tax-aware investing, and broader financial planning to clients in the community.

Canonsburg, Pennsylvania

Educo Advisor Group is a financial planning firm in Canonsburg, Pennsylvania, led by President Jake, a CFP® professional with expertise in retirement income strategies, tax planning, and estate planning. The firm's practice emphasizes client education across the six core planning domains—cash flow, investments, retirement, college savings, risk management, and estate planning—with a stated approach of transparency and detailed planning. The team includes Jacob, a recent finance graduate who assists with planning and client services. As an LPL Financial Advisor, the firm serves clients across various life stages, from those approaching retirement to multi-generational families.

Canonsburg, Pennsylvania

Southpointe Financial Services is a financial advisory firm in Canonsburg, Pennsylvania, serving working professionals and families. The firm offers financial planning, investment management, insurance analysis, and related services including retirement planning, education planning, college savings, and risk management strategies. The team includes Robert Smith (CFP® with 45+ years of experience), Michael Smith (AIF®, RICP®), and support staff with decades of combined tenure. The firm emphasizes an ongoing planning process that adapts to life changes, tax developments, and shifting priorities rather than a single static plan.

Canonsburg, Pennsylvania

New Beginnings Wealth Advisors, based in Canonsburg, Pennsylvania, serves women and business owners with financial planning and investment advisory services. Led by Jessica McCrory, who holds Series 7 and 66 licenses plus a life insurance license, the firm draws on over 30 years of combined family experience in financial planning. The firm addresses client needs including retirement planning, investment consolidation, and multi-generational financial coordination through a conversational, goal-focused process rather than formulaic spreadsheet analysis.

Canonsburg, Pennsylvania

Wyze Wealth Advisors is a Canonsburg, Pennsylvania-based firm offering retirement planning and estate planning services to affluent individuals. The team includes founder Ron Wyatt (CFP®, CIMA®, CPWA®) and wealth advisors Ryan Wyatt (CFP®, CIMA®) and Nick Lewandowski (CFA®, CFP®), alongside support staff. The firm integrates retirement income analysis, tax planning, and investment management in a coordinated approach, with emphasis on direct client access and transparent planning rather than hands-off management.

Canonsburg, Pennsylvania

Bridges Private Wealth is an investment advisory firm in Canonsburg, Pennsylvania. The office has a wheelchair-accessible entrance. The office is open five days a week.

Canonsburg, Pennsylvania

AK Wealth Management is an investment advisory firm in Canonsburg, Pennsylvania. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Canonsburg, Pennsylvania

RBV Wealth Management is a Canonsburg, Pennsylvania-based firm offering financial planning, investment management, retirement planning, tax planning, and estate planning services. The firm employs CPAs and provides analysis across cash flow, Social Security, and risk management, serving both individuals and business owners. A Private Client service tier is available for complex financial situations requiring specialized attention.

Canonsburg, Pennsylvania

Merit Financial Advisors is an investment advisory firm in Canonsburg, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Carnegie, Pennsylvania

United Capital Financial Advisors is an investment advisory firm in Carnegie, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Center Valley, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Center Valley, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 3 Google reviews.

Center Valley, Pennsylvania

Wealthcare of The Lehigh Valley is a fee-only fiduciary financial planning firm founded in 2021, serving pre-retirees and retirees in the Lehigh Valley area. Led by Ayad Amary (MBA, CFP®, AIF®) with 25+ years of industry experience, the firm provides estate planning, financial planning, and investment management services using a goals-based approach that aligns clients' financial objectives with their life priorities. The practice emphasizes deep client relationships through a limited client base model and includes a leadership team with extensive expertise in investment management and financial planning.

Chambersburg, Pennsylvania

Tardosky Wealth Advisors has operated in Chambersburg, Pennsylvania since 1992, offering financial planning, investment management, and insurance analysis services. The firm's team includes founder Rich Tardosky and multiple registered financial advisors holding FINRA Series registrations (Series 6, 7, and 65/66). The firm traces its origins to insurance services and has expanded to serve individuals and families with retirement-focused strategies and personalized financial guidance. The practice is located at 430 Epic Drive in Chambersburg and operates Monday through Friday with additional appointment availability.

Chambersburg, Pennsylvania

Sollars & Associates of Raymond James is an investment advisory firm in Chambersburg, Pennsylvania. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Chambersburg, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Chambersburg, 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 five days a week.

Chambersburg, Pennsylvania

Independent RIA

Erickson Financial is an independent registered investment adviser based in Chambersburg, Pennsylvania, led by David Erickson, a CFP® practitioner who has worked in financial services since 1992. The firm provides estate planning, financial planning, insurance analysis, and investment management services, with estate planning as a key area of focus. The team includes advisor Benjamin Hubler, who holds securities and insurance licenses, and office manager Emma Wright. David maintains active licenses across eight states and can be verified through FINRA's BrokerCheck.

Chambersburg, Pennsylvania

Barrows Sollenberger Group, PC is an investment advisory firm in Chambersburg, Pennsylvania. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 4 Google reviews.

Clarion, Pennsylvania

Gourley Financial, founded in 2023 and operating offices in King City, California and Clarion, Pennsylvania, offers financial planning, investment management, and retirement planning services. The firm, owned by Alex Gourley, conducts an initial risk assessment and goal analysis to develop customized investment portfolios and provides retirement, tax, and insurance planning guidance. Operating through LPL Financial as its broker-dealer, the firm serves clients on both a fiduciary and traditional brokerage basis and recommends plan reviews every two years or following major life changes.

Conneaut Lake, Pennsylvania

Lakeland Investor Services is a registered investment advisor established in 2002 and based in Conneaut Lake, Pennsylvania, serving individuals, families, and small businesses across western Pennsylvania and regionally. The firm offers financial planning, investment management, estate planning, insurance analysis, and retirement planning services, with particular focus on college savings and estate planning strategies. Led by advisors holding the Chartered Life Underwriter (CLU) credential, the firm provides customized financial plans and portfolio management to its clients.

Connellsville, Pennsylvania

Christopher Mickey is a financial advisor based in Connellsville, Pennsylvania, affiliated with LPL Financial and serving the greater Southwestern Pennsylvania region. He works with clients on a one-on-one basis to develop investment strategies aligned with their risk tolerance, time horizon, and financial objectives, operating as a fiduciary with advisory clients. His practice emphasizes individualized attention throughout planning, implementation, and ongoing review, with a proactive approach to addressing clients' changing financial circumstances.

Conshohocken, Pennsylvania

William Blair is an investment advisory firm in Conshohocken, Pennsylvania. Services include Estate Planning. The office is open daily.

Conshohocken, Pennsylvania

Wealth Enhancement Group is an investment advisory firm in Conshohocken, Pennsylvania. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 7 Google reviews.

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.

Coopersburg, Pennsylvania

Main Street Financial Partners is an independent financial advisory firm in Coopersburg, Pennsylvania, founded in 2009 by Elizabeth Snyder. The firm provides estate planning, financial planning, insurance analysis, and Medicare guidance to individuals and families across the Lehigh Valley and surrounding counties, with a focus on retirement income strategies, long-term care protection, and coordination with legal and tax professionals. Services include Social Security planning, annuity and fixed insurance product analysis, long-term care strategies, and estate alignment; the firm charges a $50 fee for Medicare prescription coverage reviews.

Corry, Pennsylvania

Equitable Advisors is an investment advisory firm in Corry, Pennsylvania. The office has a wheelchair-accessible entrance. The office is open four days a week. It holds a 5-star rating from 1 Google review.

Cranberry Twp, Pennsylvania

Franklin Madison Advisors, based in Cranberry Twp, Pennsylvania, provides financial planning, tax planning, and investment management services through its Premier Wealth Blueprint framework. The firm operates as a fiduciary and is led by Peter Donisanu, who holds the ChFC® and AIF® credentials. Services include retirement planning, legacy and estate planning, equity compensation strategy, and wealth organization for clients with concentrated positions or significant life events. The firm delivers its planning process through a documented engagement model with virtual or in-person meetings.

Cranberry Twp, Pennsylvania

Independent RIA

Capital A Wealth Management is an independent registered investment adviser based in Cranberry Township, Pennsylvania, offering retirement planning, investment management, and wealth management services. The firm operates under a fiduciary standard and coordinates with affiliated entities to provide insurance products and tax services. Advisory representatives hold credentials including CLU and CRPC designations, and the firm was included in Newsweek's 2026 list of top financial advisory firms.

Darby, Pennsylvania

RJ Tax Services is an investment advisory firm in Darby, Pennsylvania. Services include Tax Planning. The firm specializes in Debt Management. The office is open daily.

Downingtown, Pennsylvania

Trillium Wealth is an SEC-registered investment advisor operating as a fiduciary across six U.S. locations, including its Downingtown, Pennsylvania office. The firm offers integrated financial planning services spanning retirement income planning, tax-efficient portfolio management, estate planning, business exit strategies, insurance review, and education funding coordination. The team includes CFP®, CPWA®, and CEPA-credentialed advisors who coordinate clients' investments, taxes, insurance, and retirement strategies into a unified plan. Trillium serves individuals approaching retirement, business owners planning transitions, and clients with complex wealth, and delivers an initial consultation at no cost or commitment.

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.

Doylestown, Pennsylvania

Commission + Fee-Only

Winthrop Partners is a fee-only registered investment advisor in Doylestown serving Bucks County and surrounding areas. The firm provides financial planning, investment management, and retirement planning services and operates under fiduciary standards through SEC statute and membership in NAPFA and the Fee-Only Network. Led by Thomas Saunders at the Doylestown office, the team brings over 150 years of combined experience and uses a three-step planning process centered on understanding client circumstances, designing customized plans, and implementing integrated strategies across retirement, investments, taxes, insurance, and estate planning.

Doylestown, Pennsylvania

JFS Wealth Advisors is a fiduciary firm based in Doylestown, Pennsylvania, serving families, business owners, and institutions across the Philadelphia metro area and in over 40 states virtually. The firm offers integrated financial planning, wealth management, retirement planning, tax planning, estate planning, Social Security guidance, and business succession services, staffed by multiple CFP® professionals and specialists in tax, retirement plans, and family wealth. For business clients, the firm provides retirement plan design and administration, business valuation, exit strategy planning, and succession support. JFS also maintains dedicated teams for tax compliance, trust administration, and college planning.

Doylestown, Pennsylvania

Continuity Private Wealth is a Doylestown-based financial advisory firm with over 100 years of combined team experience, specializing in multi-generational families, individuals, and small to midsize businesses. The firm offers general financial planning, retirement planning, estate planning, tax planning, and behavioral counseling, using a conservative investment approach with emphasis on long-term planning and regular portfolio rebalancing. Managed by James P. Debuque (CPWA®, CPRC™, holding Series 7 and 66 licenses), the close-knit team has worked together for 20+ years and focuses on clear communication and disciplined execution through life changes rather than short-term market movements.

Doylestown, Pennsylvania

MRK Wealth Advisors is a fee-only, independent firm based in Doylestown, Pennsylvania that provides retirement planning and wealth management services to clients nationwide. The firm specializes in working with executives and professionals in the pharmaceutical and life sciences industries, as well as physicians, teachers, and self-employed consultants, with particular expertise in navigating compensation structures including stock options, deferred compensation, and pension plans. The team includes CFP®-credentialed advisors with over 25 years of combined experience in financial planning and employee benefits, supported by a CPA director of tax planning. The firm maintains an affiliation with Summit Financial LLC, a SEC-registered investment advisor.

DuBois, Pennsylvania

Reynolds Financial Advisors was founded in 1999 by Charley Reynolds and serves individuals and businesses from its DuBois, Pennsylvania office. The firm offers financial planning and investment management with a focus on retirement planning, supported by a team that includes Jennifer L. Reynolds-Hamilton, a CFP® and insurance consultant. The practice combines financial advisory services with insurance guidance, drawing on decades of collective industry experience.

DuBois, Pennsylvania

SKG Wealth Management is an investment advisory firm in DuBois, Pennsylvania. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.5-star rating from 2 Google reviews.

DuBois, Pennsylvania

Venn Financial Solutions of Du Bois is an investment advisory firm in DuBois, Pennsylvania. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. Appointments are required. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Dunmore, Pennsylvania

Peoples Security Wealth Advisors is an investment advisory firm in Dunmore, Pennsylvania. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open daily.

East York, Pennsylvania

Integrated Wealth Solutions is a financial advisory firm in East York, Pennsylvania, founded by a husband-and-wife team with over 50 years of collective experience. Operating as fiduciaries, the firm serves individuals, families, and business owners with wealth management and retirement planning that emphasizes tax-aware investing and asset protection strategies. The practice focuses on understanding clients' unique financial priorities and developing long-term plans that address their complete financial picture, from retirement preparation to legacy considerations.

Easton, Pennsylvania

Coordinated Wealth is a financial services firm based in Easton, Pennsylvania, serving clients in Pennsylvania, New Jersey, Connecticut, and Maryland. The firm offers financial planning, retirement planning, tax preparation, investment advice, estate planning, insurance structuring, credit and debt management, Social Security and Medicare planning, education funding, and real estate consultation. Coordinated Wealth works to integrate advice from multiple financial professionals on behalf of clients, and maintains strategic partnerships with professionals across various financial disciplines.

Ephrata, Pennsylvania

Pathway Financial Group is an investment advisory firm in Ephrata, Pennsylvania. Services include Financial Planning and Insurance Analysis. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 25 Google reviews.

Erie, Pennsylvania

Skemp Financial Services is an independent financial planning firm serving the Erie and Warren areas with over 25 years of industry experience. Founder and President Jared Skemp holds credentials including AAMS, CRC, CRPC, and RICP designations, along with advanced education in business, psychology, and behavioral economics. The firm employs a three-step planning process centered on understanding client goals, developing personalized strategies aligned with individual risk tolerance and time horizons, and providing ongoing plan adjustments as circumstances evolve. The practice emphasizes client education, transparent fee structures, and long-term relationships built on listening and open communication.

Erie, Pennsylvania

Evident Financial is an investment advisory firm in Erie, Pennsylvania. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 2 Google reviews.

Erie, Pennsylvania

Equilibrium Wealth Advisors is an investment advisory firm in Erie, Pennsylvania. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 12 Google reviews.

Erie, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Erie, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.3-star rating from 3 Google reviews.

Erie, Pennsylvania

Runstedler Life & Retirement is an independent financial advisory firm in Erie, Pennsylvania, offering retirement planning, Social Security claiming strategies, life insurance, annuities, IRA rollovers, and Medicare planning. Led by President Ross A. Runstedler, an Investment Advisor Representative and Certified Social Security Claiming Strategist, the firm operates as both an investment advisory practice through AE Wealth Management and an insurance business. The firm serves individuals nearing or in retirement and holds certifications in life, health, and state annuities, along with Series 65 registration.

Export, Pennsylvania

YTS Wealth Management is a locally owned firm in the Murrysville, Pennsylvania area with more than 68 years of experience offering financial planning, tax planning, investment management, and wealth management services. The firm works with clients across retirement planning, education funding, and generational wealth building, employing a strategic, data-driven approach to develop personalized wealth strategies based on each client's objectives and circumstances.

Exton, Pennsylvania

Keystone Financial Group is an investment advisory firm in Exton, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 89 Google reviews.

Exton, Pennsylvania

UFG Advisors is a financial advisory firm based in Exton, Pennsylvania, serving individuals and businesses with planning guidance across various life stages. The firm's team includes six licensed advisors holding multiple professional credentials including CFP, ChFC, and CLU designations, with securities and insurance licenses across numerous states. The firm emphasizes educating clients on integrated financial planning and identifying opportunities and risks to support their stated objectives.

Exton, Pennsylvania

Whitford Financial Planning is an investment advisory firm in Exton, Pennsylvania. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Ford City, Pennsylvania

Insurance-Based

Ruby Financial Group, based in Ford City, Pennsylvania, provides financial planning and insurance analysis services with a focus on insurance planning. The firm offers both targeted purpose-driven services—such as net worth summaries, investment evaluations, and protections reviews—and comprehensive financial planning that addresses tax strategy, retirement projections, investment management, estate planning, and risk management. Partnered with New York Life, the firm delivers personalized guidance through a multigenerational team approach, combining technology platforms with advisor collaboration to coordinate clients' financial affairs around their stated goals and values.

Fort Washington, Pennsylvania

Wealth Enhancement Group is an investment advisory firm in Fort Washington, Pennsylvania. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3-star rating from 1 Google review.

Fort Washington, Pennsylvania

Harvest Advisers is a financial planning and investment management firm based in Fort Washington, Pennsylvania. The firm works with clients across life transitions—such as career changes, retirement, business succession, and unexpected financial events—using a process that begins with understanding each client's values, financial situation, and objectives before developing customized strategies. Services include financial planning, investment management, and wealth management, with an emphasis on ongoing advisory relationships as circumstances evolve.

Forty Fort, Pennsylvania

PFG is a financial advisory firm in Forty Fort, Pennsylvania, founded in 1997, serving approximately 400 clients. The firm offers retirement planning, Social Security strategies, income planning, estate planning, and investment management, with a stated focus on holistic financial planning that addresses clients' overall life circumstances. The firm operates on a relationship-based model rather than transaction-based, and provides specialized guidance for women navigating financial transitions such as divorce or spousal loss.

Greensburg, Pennsylvania

Wealth Enhancement Group is an investment advisory firm in Greensburg, Pennsylvania. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Greensburg, Pennsylvania

Independent RIA

Cherry Bekaert is an independent ria firm in Greensburg, Pennsylvania. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Greensburg, Pennsylvania

Integrity Retirement Solutions is a financial planning firm in Greensburg, Pennsylvania, founded and led by Kevin and Jeanie Bock with nearly 70 years of combined team experience. The firm offers retirement planning, estate planning, tax planning, asset protection, and business succession planning, coordinating with clients' other advisors (attorneys, CPAs, insurance professionals) to create integrated strategies. The firm operates primarily through referrals and uses its Pillar Planning Process to address six key areas of retirement readiness. Team credentials include CSA® designation and state licensing in life, health, and fixed annuities.

Grove City, Pennsylvania

Stratos Wealth Partners, Butson Financial Advisors, LLC Division is an investment advisory firm in Grove City, Pennsylvania. Services include Financial Planning and Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open four days a week.

Hanover, Pennsylvania

Wirehouse

Quinn Bower- Financial Advisor- Edward Jones is a wirehouse firm in Hanover, Pennsylvania. The firm specializes in Retirement Planning and Investment Management. Advisory services are available in English and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Hanover, Pennsylvania

Scott Financial Resources LLC is a fee-only fiduciary firm in Hanover, Pennsylvania, offering financial planning, investment management, retirement planning, and estate planning services. The firm charges quarterly asset-based fees and provides complimentary initial financial plans. An advisor holding the CLU credential works with clients on customized strategies covering areas such as retirement income withdrawal, tax-efficient planning, Social Security strategies, and healthcare planning.

Harrisburg, Pennsylvania

Conrad Siegel is an investment advisory firm in Harrisburg, Pennsylvania. Services include Investment Management and Retirement Planning. Service options include online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 26 Google reviews.

Harrisburg, Pennsylvania

Summit Trail Advisors provides investment management and wealth management services to ultra-high-net-worth individuals and families in Harrisburg, Pennsylvania. Operating as an outsourced family office, the firm coordinates clients' financial teams to address complexities associated with generational wealth, offering services including family wealth advisory, estate planning guidance, private investment access, tax strategy, family governance, philanthropic planning, and next-generation wealth alignment.

Harrisburg, Pennsylvania

GrandView Asset Management is a fee-based financial services firm in Harrisburg, Pennsylvania, founded in 1965 and serving families, business owners, and professionals. The firm holds the AIF® (Accredited Investment Fiduciary) credential and operates on a fee-only model based on assets under management, with no commissions or product sales. Led by Bruce Smith (MBA, AIF®) and a team including a Chief Investment Officer and senior investment advisors, the firm offers financial planning and investment management with no account minimums, flexible meeting arrangements, and Charles Schwab as its independent custodian.

Hawley, Pennsylvania

The Dime Wealth Management, based in Hawley, Pennsylvania, provides investment management and wealth management services to individuals and business owners. The firm uses a team-based approach to develop financial strategies aligned with client goals, and offers brokerage products and services. The practice emphasizes personalized attention throughout planning, implementation, and ongoing account management.

Hershey, Pennsylvania

WealthKare Investment Center, Hershey is an investment advisory firm in Hershey, Pennsylvania. The firm specializes in College Savings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Hershey, Pennsylvania

Merit Financial Advisors is an investment advisory firm in Hershey, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Hershey, Pennsylvania

First Light Wealth is a fee-only financial planning firm based in Hershey, Pennsylvania, serving small business owners and attorneys nearing or in retirement. The firm's founder holds CFP certification and NAPFA membership, and focuses on retirement readiness, tax strategy, investment management, and estate planning coordination. Services include building tax-efficient investment portfolios, lifetime tax reduction planning, and cash flow management tailored to business owners' circumstances.

Hollidaysburg, Pennsylvania

Eardley Financial Agency, LLC is an investment advisory firm in Hollidaysburg, Pennsylvania. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 57 Google reviews.

Hummelstown, Pennsylvania

New Legacy Financial is an independent, fiduciary financial advisory firm based in Hummelstown, Pennsylvania, serving clients throughout Central Pennsylvania and nationally via virtual meetings. The firm, founded by Tyler Snook and Eric Faidley, offers retirement income planning, Social Security strategies, tax planning, estate planning, investment management, and insurance solutions through a six-step needs-based planning process. The firm is independently owned and operates on a fiduciary basis, meaning advisors are required to act in clients' best interests.

Indiana, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Indiana, 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 five days a week.

Indiana, Pennsylvania

Equitable Advisors, LLC is a SEC-registered investment advisor operating in Indiana, Pennsylvania, offering financial planning and insurance analysis services with a focus on insurance planning. The firm provides fee-based and non-fee-based financial planning through investment advisor representatives and works with clients on retirement planning, estate planning, wealth management, and asset allocation strategies.

Indiana, Pennsylvania

Beacon Legacy Planners is an independent wealth management and financial planning firm based in Indiana, Pennsylvania, offering investment management, insurance, and financial planning services to individuals and institutions through Osaic Institutions. The firm employs advisors with extensive industry experience—including a principal with credentials as a Chartered Retirement Planning Counselor, Accredited Investment Fiduciary, and specialist in Social Security claiming strategies—who conduct comprehensive reviews of clients' risk tolerance and time horizons before developing customized strategies. Services span retirement planning, asset management, insurance solutions, and trust-related advisory work, with the firm emphasizing a proactive, client-centered approach to address financial goals and anticipated challenges over time.

Irwin, Pennsylvania

Jack M. George is a CFP® and Enrolled Agent offering financial planning, portfolio management, and tax preparation as an integrated service for high-earning professionals and those approaching or in retirement. The firm handles wealth management with emphasis on tax strategy, equity compensation planning, retirement sequencing, and Roth conversions, along with in-house preparation of federal and state tax returns and coordination of insurance needs. Operating as an independent, intentionally small practice in Irwin, Pennsylvania, the firm works with clients both locally and nationwide, treating tax strategy as a year-round component of planning rather than a separate April engagement.

Jamison, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Jamison, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Jeannette, Pennsylvania

Equitable Advisors, LLC is a SEC-registered investment advisor based in Jeannette, Pennsylvania that offers financial planning, wealth management, estate planning strategies, and risk management services. The firm provides fee-based and non-fee based financial planning through investment advisor representatives and works with individuals and business owners to develop personalized financial strategies aligned with their goals and life circumstances. The firm emphasizes a collaborative approach focused on understanding clients' situations, educating them on available options, and monitoring progress toward their stated objectives.

Jeannette, Pennsylvania

Hoffman Wealth Management is an investment advisory firm in Jeannette, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. The office is open five days a week. It holds a 5-star rating from 13 Google reviews.

Jenkins Township, Pennsylvania

Aliciene Tax & Financial Solutions is a Jenkins Township, Pennsylvania–based firm offering tax preparation, tax planning, investment management, retirement planning, and insurance services to individuals, families, and business owners. Founded over fifty years ago, the firm integrates tax considerations into financial planning and provides these services under a single office. The firm serves clients across personal and commercial insurance needs alongside financial and accounting guidance.

Jim Thorpe, Pennsylvania

Haggerty Financial LLC is an investment advisory firm in Jim Thorpe, Pennsylvania. The office is open five days a week.

Johnstown, Pennsylvania

RFB Financial Strategies, founded in 2019 and based in Johnstown, Pennsylvania, offers financial planning, investment management, retirement account rollovers, tax-efficient wealth transfer, and insurance protection strategies. The firm serves young professionals, families, and business owners, using a process of evaluating current finances, analyzing available strategies, and building personalized plans aligned with client goals and risk tolerance. The firm emphasizes an integrity-based approach and ongoing portfolio monitoring in response to market conditions.

Johnstown, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Johnstown, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Johnstown, Pennsylvania

Kabler/Thomas Financial Group LLP has split into two independent advisory firms. Kabler Financial Group is led by Eric Kabler and John Billetdeaux, while Steadfast Financial Group LLC is operated by Barry L. Thomas, Lisa Lees, and Richard L. Martin. Both firms are based in Johnstown, Pennsylvania and continue to serve clients from their respective operations.

Johnstown, Pennsylvania

Christ-Centered Investing is an investment advisory firm in Johnstown, Pennsylvania. The office has a wheelchair-accessible entrance.

Johnstown, Pennsylvania

Hershberger Financial Group is a father-and-son financial advisory firm based in Johnstown, Pennsylvania, operating since 1989. The firm provides financial planning and investment management services on a fee-based basis and operates under fiduciary duty, with principal Doug legally bound to act in clients' best interests. The practice emphasizes personalized financial strategy informed by a comprehensive review of each client's circumstances, and offers specialized support during estate transitions and family wealth transitions. The firm serves clients across multiple life stages with ongoing advisory relationships.

Kennett Square, Pennsylvania

Willow House Advisors is a financial advisory firm based in Kennett Square, Pennsylvania, offering financial planning and insurance analysis services. The firm's team has operated in Pennsylvania's financial services industry since 1971, evolving from earlier practices into its current structure. The firm emphasizes collaborative, ongoing client relationships organized around a planning process that integrates client values and objectives, and uses technology platforms like eMoney and Investor 360 to coordinate planning and account management.

Lancaster, Pennsylvania

Fulton Financial Advisors is an investment advisory firm in Lancaster, Pennsylvania. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Lancaster, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Lancaster, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lancaster, Pennsylvania

Kingsview Partners Lancaster Office is an investment advisory firm in Lancaster, Pennsylvania. Services include Financial Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lancaster, Pennsylvania

Savant Wealth Management is a fiduciary firm based in Lancaster, Pennsylvania, offering investment management, retirement planning, tax strategy, and estate planning services. The firm serves individuals and families with $750,000 or more in investable assets, as well as those anticipating future financial growth from business transitions, career changes, or inheritances. The Lancaster team includes advisors with diverse credentials who emphasize transparency and long-term relationships, providing customized financial plans across multiple life stages.

Lancaster, Pennsylvania

Fee-Only Independent RIA

Rodgers & Associates is an independent, fee-only fiduciary RIA based in Lancaster, Pennsylvania that specializes in financial planning and retirement guidance. The firm structures its approach around five retirement phases and provides investment management, Social Security analysis, estate planning consultation, and healthcare navigation alongside comprehensive financial planning. Their process incorporates the CFP Board's seven-step planning methodology and addresses both financial and personal life considerations for clients in or nearing retirement.

Lancaster, Pennsylvania

New Era Wealth Management is an investment advisory firm in Lancaster, Pennsylvania. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lancaster, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Lancaster, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Lancaster, Pennsylvania

Brady Planning is a fiduciary financial advisor in Lancaster, Pennsylvania that provides financial planning and investment management services. The firm specializes in serving medical professionals and operates on a concierge model, with founder Conner Brady focusing on understanding each client's individual circumstances rather than product-driven solutions. Brady Planning emphasizes objective guidance across areas including student loans, estate planning, and broader financial matters.

Lemoyne, Pennsylvania

Rose Financial Management and Rose Financial Associates, based in Lemoyne, Pennsylvania, provides financial planning and retirement planning services. The firm emphasizes personalized retirement strategies focused on principal protection and conducts annual client reviews to assess portfolio diversification, asset allocation, and alignment with changing financial goals and life circumstances. They offer educational seminars at no cost and employ an active investment management approach rather than passive strategies.

Lewisburg, Pennsylvania

Tower Wealth Partners is a financial advisory firm in Lewisburg, Pennsylvania, founded in 2005 by managing partner Darin Koss. The firm offers comprehensive financial planning services including windfall advisory, retirement planning, and portfolio construction, with a team that includes CFP® professionals and an AAMS designee. The advisors focus on understanding clients' life goals and values before developing customized strategies, and can coordinate with other professional advisors when needed.

Lewistown, Pennsylvania

Mark Monroe - Thrivent Financial is an investment advisory firm in Lewistown, Pennsylvania. Services include Estate Planning and Insurance Analysis. The office has a wheelchair-accessible entrance. The office is open five days a week.

Lewistown, Pennsylvania

Vantage Point is a financial advisory firm located in Lewistown, Pennsylvania that specializes in insurance analysis and coordination of federal benefit programs including Medicare, Social Security, and Medicaid. The firm maintains ongoing staff training to stay current with regulatory and program changes in these areas.

Ligonier, Pennsylvania

Honor Wealth Planning is an investment advisory firm in Ligonier, Pennsylvania. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Lititz, Pennsylvania

Smoker Wealth Management, based in Lititz, Pennsylvania, provides investment management and wealth management services with a focus on retirement planning and investment strategy. The firm emphasizes a personalized, collaborative approach with its team of financial professionals, delivering individualized attention through planning, execution, and ongoing follow-up to address clients' financial goals and objectives.

Lower Gwynedd Township, Pennsylvania

Redwood Financial Advisors is a financial planning and investment management firm based in Lower Gwynedd Township, Pennsylvania, with over 30 years of industry experience. The firm serves individuals, families, and business owners, offering retirement planning and investment management services through a team that includes Managing Partner Kevin P. McGonagle (LUTCF, 34 years of experience) and financial advisors Landon Swallow and Kieran O'Donnell. The firm emphasizes a personalized approach to financial planning and is registered with FINRA.

Malvern, Pennsylvania

Wealth Enhancement Group is an investment advisory firm in Malvern, Pennsylvania. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 18 Google reviews.

McMurray, Pennsylvania

Confluence Financial Partners offers financial planning and portfolio management services from five Pennsylvania and Florida locations. The firm operates as a fiduciary and emphasizes a client-focused approach combining personalized planning, active and passive investment strategies, and tax-efficient solutions, with ongoing engagement through educational content and regular communication.

McMurray, Pennsylvania

Fragasso Financial Advisors has served individuals and multigenerational families since 1972 from its McMurray, Pennsylvania location, offering financial planning, retirement planning, investment management, and wealth management services. The firm structures client service around dedicated teams comprising a financial advisor, financial analyst, and account specialist, supported by an in-house portfolio management team that conducts market analysis and portfolio construction. The firm coordinates with clients' external professional advisors, including attorneys and accountants, and maintains an Investment Committee that meets quarterly to address market trends and portfolio strategy.

McMurray, Pennsylvania

NewEdge Wealth is an investment advisory firm in McMurray, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Mechanicsburg, Pennsylvania

GrandView Asset Management is a fee-based financial advisory firm in Mechanicsburg, Pennsylvania, operating since 1965. Led by Bruce Smith (MBA, AIF®) and a team of senior advisors including Chief Investment Officer Adam Koser, the firm provides financial planning, investment management, and retirement planning services to families, business owners, and professionals with no account minimum. As an Accredited Investment Fiduciary, the firm charges a percentage-of-assets fee deducted quarterly and does not accept product commissions, with Charles Schwab serving as custodian.

Mechanicsburg, Pennsylvania

Legacy Partners Wealth Management, based in Mechanicsburg, Pennsylvania, offers investment management and wealth planning services through MML Investors Services, LLC. The firm is led by Tony Feliciano, a managing partner with over 30 years of industry experience and credentials including Chartered Financial Consultant (ChFC), Certified Funds Specialist (CFS), Certified Family Business Specialist (CFBS), and certification in long-term care planning. The firm serves individuals, families, and business clients, emphasizing retirement strategies and multigenerational wealth planning through a collaborative, periodic monitoring approach.

Media, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Media, 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 five days a week. It holds a 5-star rating from 1 Google review.

Media, Pennsylvania

Bargeld Financial is a registered investment adviser and fiduciary firm based in Media, Pennsylvania, serving Delaware County individuals, families, and small businesses. The firm offers financial planning, investment advisory, wealth management, tax planning, and retirement services, operating on a fee-only basis. Founder Benjamin holds an MBA in Finance from Emory University and is licensed through FINRA (Series 65, Series 66, and SIE), along with a Pennsylvania insurance producer license. The firm structures client relationships around risk assessment, financial planning analysis, portfolio implementation, and ongoing account monitoring.

Monessen, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Monessen, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Monroeville, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Monroeville, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Moosic, Pennsylvania

Insurance-Based

Northwestern Mutual - Moosic is an insurance-based firm in Moosic, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Morgantown, Pennsylvania

Fee-Only

Elliker Financial is a fee-only fiduciary advisory firm based in Morgantown, Pennsylvania, serving clients in the tri-county area of Berks, Lancaster, and Chester Counties as well as nationwide. The firm offers financial planning, investment management, retirement planning, and estate and tax planning services, with a particular focus on individuals and families approaching or in retirement. Principal Steve Elliker holds an MBA and the CFP® and RICP® designations, with over 23 years of investment experience. The firm operates on an assets-under-management fee structure and conducts planning through a collaborative process designed to understand each client's personal circumstances, goals, and risk tolerance.

Mount Joy, Pennsylvania

LifeGuide Financial Advisors is a fee-only, fiduciary firm based in Mount Joy, Pennsylvania that serves Christian families nationwide. The firm offers financial planning, investment management, hourly advisory services, and survivor assistance, with a stated focus on helping clients align their finances with personal values and faith-based priorities. LifeGuide manages over $500 million in assets for more than 700 families and employs CFP®-credentialed advisors who provide team-based planning and in-house portfolio management. The firm serves clients across multiple asset levels, from those with less than $450,000 to those with greater investment needs.

Mount Joy, Pennsylvania

Coram Deo Advisors is an investment advisory firm in Mount Joy, Pennsylvania. Advisory services are available in English and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 6 Google reviews.

Murrysville, Pennsylvania

1st Cannon Financial is an independent advisory firm in Murrysville, Pennsylvania offering retirement planning, investment management, and insurance analysis. The firm develops customized retirement income plans and uses what it calls a proprietary G3 process to integrate investments, income structure, and estate planning; it also provides wealth management, portfolio construction, income planning, legacy planning, and insurance products including life insurance, Medicare plans, and commercial lines. The firm operates Monday through Friday 9am–5pm and Saturday by appointment, with flexibility for remote meetings via phone, Zoom, or email.

Natrona Heights, Pennsylvania

Joseph Lucchino, Owner - Lucchino Insurance & Financial Group is an investment advisory firm in Natrona Heights, Pennsylvania. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Nazareth, Pennsylvania

Keystone Financial Management is a fiduciary wealth advisory firm in Nazareth, Pennsylvania, founded in 2001 and currently led by Eric Nikles (CFP®) and Amber Carrick. The firm offers financial planning, investment management, and risk management services to individuals and families across various life stages, with $230M+ in assets under management. The team includes two CFP® designees and employs a coordinated planning approach that integrates tax and estate strategy, insurance evaluation, and ongoing portfolio reviews. The firm operates on a fee-based model and serves multi-generational families and retirees.

New Bethlehem, Pennsylvania

Green Leaf Advisors serves business owners and young families in New Bethlehem, Pennsylvania, offering financial planning and advisory services. The firm employs technology and structured strategies to address the financial needs of clients during demanding life stages, allowing them to direct their focus toward personal and business priorities.

New Castle, Pennsylvania

MAI Capital Management is a wealth management and investment firm serving high net worth individuals and families from its New Castle, Pennsylvania location. Operating as fiduciaries with a 50-year history, the firm builds customized portfolios and financial plans aligned to clients' goals and risk tolerance, supported by a team offering integrated services including tax and accounting, insurance coordination, family governance, and charitable planning. The firm combines boutique-style personalization with access to private investments and alternative solutions, and provides concierge-level assistance with financial administration and decision support across multiple life stages.

New Cumberland, Pennsylvania

Merit Financial Advisors is an investment advisory firm in New Cumberland, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open daily.

New Hope, Pennsylvania

Rockwood Wealth Management, based in New Hope, Pennsylvania, offers financial planning and investment management services. The firm is led by a team of advisors with backgrounds in accounting, taxation, and engineering; principals include John (MBA from Johns Hopkins, former naval officer), Mark (MST in Taxation, 20+ years in wealth management), Sam (Head of Financial Planning at a Philadelphia RIA, Master's in Taxation), Megan (MST in Taxation, public accounting experience with Arthur Andersen and KPMG, serving as Chief Operating Officer and Chief Compliance Officer), and Kenny (financial planner since the 1990s, specializing in corporate executives and international planning). The firm serves business owners, retirees, corporate executives, and multi-generational families.

New Hope, Pennsylvania

Hartley Advisors Corp. is a registered investment advisor and independent firm based in New Hope, Pennsylvania, founded by Ken Hartley to provide investment management services. The firm operates as a fiduciary and emphasizes a low-cost, transparent fee structure with no hidden fees, utilizing a third-party custodian for asset safekeeping. As a family-owned boutique operation, Hartley Advisors focuses on helping clients manage and preserve wealth through conflict-free investment advice.

Newtown, Pennsylvania

Merit Financial Advisors is an investment advisory firm in Newtown, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Newtown, Pennsylvania

Exencial Wealth Advisors is a financial planning and investment management firm in Newtown, Pennsylvania, serving business owners, executives, pre-retirees, and clients with substantial investable assets. The firm offers customized portfolio construction, tax planning and preparation services, and financial planning using its three-step E³ Process (Evaluate, Execute, Evolve). Exencial charges wealth management fees based on assets under management plus a starting fee of $2,500 for financial planning services. With 110 employees across 15 offices and $5.9 billion in assets under management, the firm serves over 3,100 clients and specializes in small business wealth management and complex financial situations.

Newtown Square, Pennsylvania

Steeplechase Capital Partners is a wealth management firm based in Newtown Square, Pennsylvania, serving professional athletes, business owners, and high-net-worth families with a focus on sports, ultra-high-net-worth clients, and liquidity events. The firm offers investment management, financial planning, estate planning, tax planning, retirement planning, and related services through a customized approach emphasizing education and transparency. Led by Managing Directors Trevor P. Johnson and Brian P. Russo, both with over 20 years of industry experience, the firm specializes in navigating major life transitions, generational wealth transfer, and contract-related financial matters. Trevor holds Series 7 and 66 registrations through LPL Financial.

Newtown Square, Pennsylvania

Grace Financial Advisors LLC is a Registered Investment Advisor based in Newtown Square, Pennsylvania, founded in 2009 and specializing in financial planning and investment management for Christian clients. The firm integrates Biblical stewardship principles into its planning and investment approach, and is led by Tim Slothower, a CFP® with over 15 years of experience. As a fiduciary, the firm is required to place client interests ahead of its own; it also holds the CKA® and AAMS® credentials. The practice serves clients seeking retirement planning, estate planning, and inheritance guidance aligned with their faith values.

Oakmont, Pennsylvania

Osaic Wealth is a financial advisory firm with offices in Oakmont, Pennsylvania, operating as part of one of the nation's largest networks of wealth management professionals. The firm offers financial planning, investment management, and wealth management services through its affiliated advisors across all 50 states. Osaic functions as a platform supporting financial professionals who work directly with clients, leveraging technology and resources to facilitate client relationships.

Oley, Pennsylvania

Morgan Financial is an investment advisory firm in Oley, Pennsylvania. Services include Financial Planning and Retirement Planning. The office has a wheelchair-accessible entrance.

Pennsburg, Pennsylvania

Legacy 360° Financial LLC, based in Pennsburg, Pennsylvania, offers investment management and retirement planning services led by President Ted Moyer and Vice President Ken Miley, both registered investment advisors and securities licensed professionals. The firm was founded in early 2017 and expanded to its current partnership structure in January 2018, serving clients throughout the region with a stated focus on understanding individual circumstances and aligning financial planning with personal values. The principals hold Series 6, 63, and 65 licenses, with additional insurance credentials, and emphasize a client-centered approach to retirement savings and investment needs.

Philadelphia, Pennsylvania

Fee-Only Independent RIA

Zenith Wealth Partners is a fee-only independent fiduciary RIA headquartered in Philadelphia with additional offices in New York, Washington DC, and Charlotte, serving clients nationwide. The firm provides investment management and comprehensive wealth planning delivered by a team of CFP® professionals, who develop customized portfolios based on a proprietary investment process aligned with each client's time horizon, risk tolerance, and financial circumstances. The firm does not accept commissions or referral fees and serves high-earning families and professionals seeking long-term wealth management relationships.

Philadelphia, Pennsylvania

Elm Wealth is a Philadelphia-based advisory firm founded by a former hedge fund manager seeking a research-driven, cost-effective approach to wealth management. The firm employs a systematic investment strategy called Dynamic Index Investing and addresses client questions spanning portfolio construction, risk management, appreciated asset handling, and retirement spending decisions. Beyond portfolio management, Elm applies its methodical, research-backed framework to broader wealth management topics. The firm's principals have authored 'The Missing Billionaires: A Guide to Better Financial Decisions,' published by Wiley in 2023.

Philadelphia, Pennsylvania

Wealth Enhancement Group is an investment advisory firm in Philadelphia, Pennsylvania. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open daily.

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.

Pittsburgh, Pennsylvania

Proxima Wealth Management is an independent wealth management and investment advisory firm based in Pittsburgh, Pennsylvania. The firm offers personalized financial planning services including retirement planning, investment management, and estate planning, structured around each client's individual circumstances and objectives. The firm emphasizes a client-centered approach with direct personal attention throughout the planning process.

Pittsburgh, Pennsylvania

Western & Southern Life is an investment advisory firm in Pittsburgh, Pennsylvania. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Pittsburgh, Pennsylvania

Independent RIA

Mercer Advisors' Pittsburgh office is an independent registered investment adviser that integrates financial planning, investment management, tax, estate, and insurance services through a family office model. The firm serves C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and other professional groups, with particular expertise in retirement planning, concentrated stock options, multi-generational succession planning, divorce-related situations, and special needs planning. Operating for over 40 years, the firm emphasizes integrated service delivery across its advisory, specialist, and support teams.

Pittsburgh, Pennsylvania

Riverside Financial Advisors, based in Pittsburgh, Pennsylvania, provides estate planning, insurance analysis, and investment management services with a focus on retirement planning and investment strategy. The firm uses a three-step planning process called the RFA Pathway to Security, designed to address client financial concerns through a structured approach that founder Tim McMullen emphasizes should prioritize listening to client needs.

Pittsburgh, Pennsylvania

Commission + Fee-Only

Winthrop Partners is a fee-only fiduciary financial advisory firm serving clients throughout the greater Pittsburgh area from offices in Edgewood and downtown Pittsburgh. The firm provides financial planning and investment management services across retirement planning, taxes, estate planning, and wealth transfer, with a team led by Brian Werner (CFA, CFP) bringing over 150 years of combined experience. Operating under SEC fiduciary standards and membership in NAPFA and the Fee-Only Network, the firm charges transparent fees from clients rather than accepting commissions or third-party compensation, and follows a three-step planning process centered on understanding client circumstances, designing customized strategies, and implementing coordinated solutions.

Pittsburgh, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Pittsburgh, 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 five days a week.

Pittsburgh, Pennsylvania

Wealth Enhancement Group is an investment advisory firm in Pittsburgh, Pennsylvania. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Pittsburgh, Pennsylvania

Andrew Pricener, Financial Advisor is an investment advisory firm in Pittsburgh, Pennsylvania. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Pittsburgh, Pennsylvania

Kelly Haughey is an investment advisory firm in Pittsburgh, Pennsylvania. The firm specializes in Investment Management and Wealth Management. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Pittsburgh, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Pittsburgh, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance.

Pittsburgh, Pennsylvania

Independent RIA

Ifft & Palmer Associates is an independent insurance agency based in downtown Pittsburgh, founded in 1969, serving businesses, corporations, non-profits, and individuals with personal and commercial insurance, employee benefits, and private client services. As an independent firm not bound to any single carrier, the agency works with a network of insurance providers to offer property, liability, and risk management solutions. The firm serves a range of client types including professional organizations and families seeking customized coverage.

Pittsburgh, Pennsylvania

Equilibrium Wealth Advisors is an investment advisory firm in Pittsburgh, Pennsylvania. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office is open five days a week. It holds a 5-star rating from 90 Google reviews.

Pittsburgh, Pennsylvania

Sterling Heights Financial Group is an independent wealth management firm established in 2018 that serves individuals, families, and business owners with financial planning, investment management, and retirement planning services, with particular concentration in Pennsylvania and Florida. Operating as fiduciaries, the firm emphasizes low-cost investing, client education, and regular communication rather than product sales. The firm's advisory approach focuses on identifying client goals and constructing customized investment portfolios that address income generation, risk management, and fee reduction, drawing on experience across equities, real estate, private equity, and alternative asset classes.

Pittston, Pennsylvania

Broaden Financial Group LLC, founded in 2018 by Thomas Broda, serves clients in Northeastern Pennsylvania with financial planning and insurance services. The firm offers debt elimination strategies, retirement planning, estate planning, risk management, business succession planning, long-term care planning, and life insurance, among other services. Operating as licensed insurance agents, the team emphasizes an educational approach to financial strategy rather than transactional service delivery. Located in Pittston, Pennsylvania, the firm also coordinates with legal professionals to address client situations across multiple specialties.

Plymouth Meeting, Pennsylvania

Gwynedd Wealth Partners is a fiduciary advisory firm based in Plymouth Meeting, Pennsylvania, serving clients across the United States with over 30 years of industry experience. The firm holds CFP certification and offers investment management, retirement planning, 401(k) rollovers, wealth management, insurance services, and executive compensation planning. The firm operates as an independent advisor not tied to proprietary products, and employs an active management approach rather than passive strategies.

Pottsville, Pennsylvania

Nunes Investments is an investment advisory firm in Pottsville, Pennsylvania. Services include Estate Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.3-star rating from 6 Google reviews.

Quakertown, Pennsylvania

Financial Barrett & Associates is an investment advisory firm in Quakertown, Pennsylvania. The office is open five days a week.

Quarryville, Pennsylvania

Babcock Wealth Management, LLC is an investment advisory firm in Quarryville, Pennsylvania. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 8 Google reviews.

Radnor, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Radnor, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.

Reading, Pennsylvania

Independent RIA

Cherry Bekaert is an independent ria firm in Reading, Pennsylvania. Appointments are required. The office has a wheelchair-accessible entrance. It holds a 4.3-star rating from 28 Google reviews.

Red Lion, Pennsylvania

New Legacy Financial is an independent, fiduciary financial advisory firm based in Red Lion, Pennsylvania, founded by Tyler Snook and Eric Faidley. The firm serves individuals and families across Central Pennsylvania and nationally via remote meetings, offering retirement income planning, Social Security strategies, tax planning, estate planning, investment advice, insurance solutions, and comprehensive personal financial planning. Operating under a needs-based approach, the firm emphasizes fiduciary accountability and responsiveness to client communications throughout discovery, strategy development, execution, and ongoing reviews.

Royersford, Pennsylvania

Independent RIA

Andrew Hoff Agency is an independent registered investment adviser in Royersford, Pennsylvania, offering financial planning, investment management, and tax planning services. The firm is led by Andy, a ChFC® holder with nearly 30 years of experience in the area, alongside James, a CFP® professional who specializes in retirement accounts for school district employees. The team provides access to retirement and education planning, tax preparation, and various investment vehicles including stocks, mutual funds, annuities, and IRAs.

Royersford, Pennsylvania

Independent RIA

Cherry Bekaert is an independent ria firm in Royersford, Pennsylvania. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Royersford, Pennsylvania

Proactive Financial Strategies is an investment advisory firm in Royersford, Pennsylvania. Services include Financial Planning and Tax Planning. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Saxonburg, Pennsylvania

Insurance-Based

Ronald Jones Financial Services, located in Saxonburg, Pennsylvania, is an insurance-based firm offering financial planning and insurance analysis. Owner Ronald A. Jones, a 16-year industry veteran with a Bachelor's degree in Financial Management and MBA in Finance, uses a process-driven approach focused on wealth accumulation, preservation, and distribution planning. The firm emphasizes client-centered advisory through active listening and education, coordinating strategies across all areas of a client's financial life. Jones holds FINRA Series 7, 63, and 66 licenses, as well as life, accident, and health insurance licenses, and provides financial planning services through Eagle Strategies LLC, a registered investment advisor.

Sayre, Pennsylvania

Stone House Retirement Income Planners, based in Sayre, Pennsylvania, offers investment management and retirement planning services through its SEC-registered advisory firm. The company operates as a fiduciary investment advisor and employs a proprietary investment platform featuring low-cost ETF-based strategies, fraud monitoring, and an in-house risk management approach called FLEX. The firm's process begins with a FutureYou Analysis and initial consultation, followed by ongoing advisor check-ins to address changing financial goals including Social Security planning, Medicare coordination, estate planning, and wealth transfer objectives. The team includes multiple CFP®-credentialed advisors, a CFA Chief Investment Officer, and specialized professionals with CEPA® credentials.

Scranton, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Scranton, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Scranton, Pennsylvania

Joy World Wealth Partners, founded in 2023 by Megan Alpert (CPFA), offers financial planning and investment management services to clients in Scranton, Pennsylvania. The firm combines traditional financial expertise with behavioral finance principles, drawing on founder Alpert's 20+ years in the industry and background in psychology. Alpert and her team operate as fiduciaries and provide one-on-one advisory services rather than algorithm-based approaches, with Alpert holding FINRA Series 7 and 66 registrations alongside her Plan Fiduciary Advisor designation.

Seneca, Pennsylvania

Raymond James Financial Services is an investment advisory firm in Seneca, Pennsylvania. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

Seven Fields, Pennsylvania

Keystone Wealth Management provides investment management and wealth management services to individuals, families, and business owners in Seven Fields and surrounding Butler County communities. The firm works with clients across various life stages—from first-time investors to those planning retirement or managing legacy assets—and conducts an initial complimentary consultation to understand each client's financial situation, goals, and risk tolerance. The firm emphasizes long-term relationships built on open communication and develops strategies aligned with each client's lifestyle and circumstances.

Sewickley, Pennsylvania

Fragasso Financial Advisors has provided financial planning and investment management services since 1972, serving individuals and multigenerational families from its Sewickley location. The firm organizes advisors into client teams that typically include a financial advisor, financial analyst, and account specialist, supported by an in-house portfolio management team that conducts market analysis and economic commentary. The firm states it works collaboratively with clients' existing professional networks, including attorneys and accountants, and maintains an investment committee that meets quarterly to review market trends and portfolio construction.

Sewickley, Pennsylvania

True Wealth Design is an investment advisory firm in Sewickley, Pennsylvania. Services include Financial Planning, Investment Management, and Tax Planning. The firm specializes in Tax Strategy. The office has a wheelchair-accessible entrance. The office is open daily.

Sewickley, Pennsylvania

Stratos Wealth Partners is an investment advisory firm in Sewickley, Pennsylvania. Services include Financial Planning and Retirement Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 13 Google reviews.

Sewickley, Pennsylvania

Stirling Wealth Management of Janney Montgomery Scott is an investment advisory firm in Sewickley, Pennsylvania. Services include Retirement Planning. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Sharon, Pennsylvania

Tru-Fit Financial Services is a financial planning firm in Sharon, Pennsylvania that works with multi-generational families, mid-career professionals nearing retirement, and organizations seeking employee benefits consultation. The firm offers personalized financial planning aligned with clients' values and long-term objectives, with a stated focus on understanding unique goals and providing ongoing adjustments as circumstances evolve. The team includes Christine O'Brien, MBA, CEPA®, serving as a financial planner, and emphasizes a collaborative, hands-on approach to financial decision-making.

Shrewsbury, Pennsylvania

Ilgenfritz Financial Group, founded in 1998 and based in Shrewsbury, Pennsylvania, provides financial planning and asset preservation services to individuals and families approaching or in retirement. The firm, led by founder Bill Ilgenfritz (LUTCF, RFC), offers life insurance, tax-efficient strategies, long-term care planning, and IRA legacy planning, with referrals available for estate planning and trust services. Operating as a Registered Investment Adviser through AE Wealth Management, LLC, the firm combines investment advisory services with insurance products to address retirement income analysis, tax optimization, and asset protection.

State College, Pennsylvania

Nestlerode & Loy Investment Advisors is an investment advisory firm in State College, Pennsylvania. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 16 Google reviews.

State College, Pennsylvania

Fee-Only

Strong Tower Associates is an investment advisory firm in State College, Pennsylvania. It acts as a fiduciary. Services include Financial Planning, Insurance Analysis, and Retirement Planning. The firm specializes in College Savings. Compensation is on a fee-only basis. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 21 Google reviews.

State College, Pennsylvania

Creative Planning is an investment advisory firm in State College, Pennsylvania. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Appointments are recommended. The office is open five days a week.

Stroudsburg, Pennsylvania

Wealth Strategies & Management LLC is a financial advisory firm based in Stroudsburg, Pennsylvania, serving individual clients and institutions across 23 states. The firm offers investment management, retirement planning, education savings, business services, estate planning, and institutional fixed-income management, supported by an internal financial analysis process that evaluates cash flow, debt, spending policies, and asset allocation. WS&M works with business owners, pre-retirees, retirees, financial professionals, corporate institutions, and mid-sized companies to develop financial strategies aligned with their stated goals and organizational objectives.

Sugar Notch, Pennsylvania

Jagodzinski Financial Boutique, based in Sugar Notch, Pennsylvania, is led by Financial Advisor and founder Carla Jagodzinski, who holds over 25 years of banking and client service experience. The firm provides financial planning with specialties in retirement planning and investment management, offering personalized strategies that address retirement income, risk protection, college funding, business succession, and wealth preservation. Carla is a Registered Investment Advisor Representative with Eagle Strategies LLC and affiliated with New York Life Insurance Company, and she frequently collaborates with clients' CPAs, attorneys, and other professionals to align financial strategies with broader planning goals. The firm is supported by professional assistant Nicolle and emphasizes a protection-focused, transparent approach rather than product-driven recommendations.

Towanda, Pennsylvania

Stone House Investment Management is an SEC-registered fiduciary investment adviser based in Towanda, Pennsylvania, specializing in retirement planning services. The firm offers investment management through proprietary strategies including Diversidex, which allocates assets across low-cost ETFs, and FLEX, an in-house risk management approach. The advisory team includes multiple CFP certificants, a CFA charterholder, and specialists in estate planning, Social Security strategy, and health insurance considerations. Stone House provides client engagement through initial retirement analyses, ongoing advisor consultations, and periodic reviews to address changing financial goals.

Uniontown, Pennsylvania

Kovacs Financial Solutions is a financial advisory firm based in Uniontown, Pennsylvania that provides wealth management and retirement planning services to individual clients. The firm employs a three-step process involving assessment of financial documents and risk tolerance, strategy development tailored to the client's profile, and ongoing implementation and monitoring. Services encompass investment guidance, retirement planning, and asset management, with an emphasis on personalized planning rather than template-based approaches.

Uniontown, Pennsylvania

Wealth Enhancement Group is an investment advisory firm in Uniontown, Pennsylvania. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Upper St Clair, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Upper St Clair, 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 five days a week.

Warren, Pennsylvania

Skemp Financial Services is an investment advisory firm in Warren, Pennsylvania. The office is open five days a week.

Warrendale, Pennsylvania

HBKS Wealth Advisors is an investment advisory firm in Warrendale, Pennsylvania. Services include Insurance Analysis and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Waynesburg, Pennsylvania

---- Grandel Financial ---- Cory L. Grandel, CMFC is an investment advisory firm in Waynesburg, Pennsylvania. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Wellsboro, Pennsylvania

C&N Investment Services is a Pennsylvania-based wealth management firm headquartered in Wellsboro that serves clients in North-Central Pennsylvania and Southern New York. The firm offers asset management, retirement planning, estate planning, and investment management services through a team of advisors, several of whom hold Series 7 and Series 66 securities registrations. The firm develops personalized financial plans for clients with varying investment objectives and asset levels.

West Chester, Pennsylvania

Financial Coach is a West Chester, Pennsylvania-based financial planning and investment management firm led by partners Owen Mulhern, Jeff Mastronardo, Mike Traynor, Meghan Tait, and Kevin Janiec, all holding CFP® or CFA credentials. Operating for over 20 years, the firm serves clients approaching or in retirement, as well as established savers seeking guidance on investment and wealth strategy. The team operates on a fiduciary basis and employs a structured planning approach to address retirement income, spending, and portfolio management decisions.

West Chester, Pennsylvania

East Coast Advisory is an investment advisory firm in West Chester, Pennsylvania. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

West Chester, Pennsylvania

Schorn Wealth is an investment advisory firm in West Chester, Pennsylvania. Services include Estate Planning and Financial Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

West Chester, Pennsylvania

Insurance-Based

James Lasher, Financial Advisor - Eagle Strategies is an insurance-based firm in West Chester, Pennsylvania. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

West Chester, Pennsylvania

MERIT Investment Management is an independent registered investment advisor and fiduciary firm based in West Chester, Pennsylvania, offering financial planning, investment management, and financial advisory services to individual and institutional clients. The firm develops comprehensive financial plans using an interactive web portal to assess client situations, then implements customized investment strategies designed to generate risk-adjusted returns. MERIT's advisory process includes retirement scenario analysis and supplementary services such as estate planning guidance, tax assistance, and insurance evaluation.

Wexford, Pennsylvania

Key Wealth Management, based in Wexford, Pennsylvania, provides financial planning, retirement planning, investment management, and wealth management services. The firm emphasizes a client-centered approach that begins with understanding each client's personal circumstances, objectives, and risk tolerance, and employs a team-based model to address clients' varied financial needs. The firm takes a proactive strategy to help clients work toward their financial goals and stay on course through life's changes.

White Oak, Pennsylvania

Synergy Group Inc, based in White Oak, Pennsylvania, provides financial planning and wealth management services centered on retirement strategy. The firm, founded in 1988 and led by owner Jason Laux (a fiduciary advisor with over 20 years of experience) and founder Roy Laux (with 40+ years in investments and insurance), offers services including investments, IRA/401(k) rollovers, retirement income solutions, annuities, tax-efficiency strategies, and estate planning referrals. The team follows a structured "Retirement Journey" process that addresses income, investments, health care, taxes, and estate planning, with ongoing monitoring and adjustments; multiple advisors on staff hold fiduciary designations and relevant securities licenses.

Wilkes-Barre, Pennsylvania

Musto Tax & Insurance Services is an investment advisory firm in Wilkes-Barre, Pennsylvania. Services include Insurance Analysis and Retirement Planning. The firm specializes in Investment Management and Wealth Management. Its advisors hold CLU credentials. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.4-star rating from 5 Google reviews.

Williamsport, Pennsylvania

Raymond James & Associates is an investment advisory firm in Williamsport, Pennsylvania. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Williamsport, Pennsylvania

Clear View Advisors LLC is an investment advisory firm in Williamsport, Pennsylvania. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Williamsport, Pennsylvania

SL Financial Group is an independent wealth management firm in Williamsport, Pennsylvania that provides personalized financial planning across life stages, from wealth building through retirement. Operating as fiduciaries, the firm uses a conversation-driven planning process centered on client goals and values, offering services such as asset management, cash flow guidance, tax-efficient retirement transition planning, and multi-generational wealth coordination. The firm also offers STARTLINE, an affordable guidance program at $30 monthly designed for younger individuals and families beginning their financial planning. The team collaborates to combine strategic expertise with personal service throughout clients' financial lives.

Williamsport, Pennsylvania

Merit Financial Advisors is an investment advisory firm in Williamsport, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 2 Google reviews.

Williamsport, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Williamsport, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

Williamsport, Pennsylvania

YTS Wealth Management is a wealth management and investment advisory firm located in Williamsport, Pennsylvania, serving retirees and their families. The firm provides retirement planning guidance, income optimization strategies, and wealth preservation services, employing a strategic, data-driven approach to understand clients' financial situations and develop personalized strategies aligned with their objectives and values.

Williamsport, Pennsylvania

Creative Financial Strategies is a financial advisory firm based in Williamsport, Pennsylvania that works with investors across different life stages and backgrounds. The firm offers a planning process that begins with understanding a client's financial situation, goals, and risk tolerance, followed by strategy development and ongoing plan management. Services span wealth building, retirement planning, college savings, and asset preservation, supported by a team with financial services experience.

Wyalusing, Pennsylvania

Aliciene Tax & Financial Solutions is an investment advisory firm in Wyalusing, Pennsylvania. The office is open daily.

Wyomissing, Pennsylvania

Prussman-Goss Accountants and Advisors is an investment advisory firm in Wyomissing, Pennsylvania. Services include Tax Planning. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. The office is open daily.

Wyomissing, Pennsylvania

Apella Wealth is a wealth management firm in Wyomissing, Pennsylvania, led by principals Samuel A. Marrella Sr. (CFP®, CLTC) and Paul L. Marrella (J.D., CFP®, CLTC, RICP®), with Daneen Weaver as part of the team. The firm provides investment management services and financial planning, with particular focus on retirement income planning and estate planning matters. The practice, rooted in a multi-generational family business model, combines expertise in capital markets with comprehensive financial guidance for clients navigating complex wealth management needs.

Wyomissing, Pennsylvania

Diamond Financial Planning, operating through LPL Financial in Wyomissing, Pennsylvania, offers financial planning services and a range of financial products. The firm provides planning assistance across topics including retirement income, college savings, estate planning, insurance needs, and tax strategies such as backdoor Roth conversions. Securities and advisory services are delivered through LPL Financial, a registered investment advisor and broker-dealer.

Wyomissing, Pennsylvania

Wirehouse

The Wert Investment Consulting Group of Wells Fargo Advisors is a wirehouse firm in Wyomissing, Pennsylvania. Services include Investment Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 1 Google review.

Wyomissing, Pennsylvania

Tompkins Financial Advisors, based in Wyomissing, Pennsylvania, provides retirement planning and investment management services through a team-based approach. The firm develops and monitors customized portfolios using both active and passive strategies, with decisions made by a nine-member investment committee that evaluates market conditions and macroeconomic factors. Services are offered through Tompkins Community Bank, and the firm emphasizes transparent, local service to multiple generations of families in the region.

Wyomissing, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Wyomissing, 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 five days a week.

Wyomissing, Pennsylvania

Schuylkill Financial LLC is an independent advisory firm based in Wyomissing, Pennsylvania that serves clients through a customized planning approach encompassing investing, insurance, retirement, college funding, estate planning, and wealth management. The firm employs a tactical investment methodology that emphasizes active decision-making based on research and data rather than passive strategies, and operates with a team model drawing on over 40 years of combined banking and financial services experience. The firm's process begins with discovery conversations designed to clarify clients' goals and priorities, followed by ongoing portfolio management and planning support.

Wyomissing, Pennsylvania

Savant Wealth Management is an investment advisory firm in Wyomissing, Pennsylvania. It acts as a fiduciary. Services include Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Wyomissing, Pennsylvania

Kingsview Partners Wyomissing Office is an investment advisory firm in Wyomissing, Pennsylvania. Services include Financial Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Yardley, Pennsylvania

The Financial Group of Philadelphia, based in Yardley, Pennsylvania, provides financial planning services to working families and local professionals across the Philadelphia region. Founded in 1991 by Paul Bufty, the firm operates as an independent advisor serving individuals from diverse occupational backgrounds, including tradespeople, public employees, and small-business owners, with no stated asset minimum. The firm emphasizes plain-English guidance and straightforward financial planning without reliance on technical jargon. The firm holds a 5-star Google rating and has maintained its practice for over 30 years.

Yardley, Pennsylvania

Yardley Wealth Management, LLC provides estate planning, investment management, and wealth management services to clients in the Yardley, Pennsylvania area and beyond. The firm, led by founder Mike and a team including Maureen, Karen, and Sandra, serves clients with retirement planning, portfolio construction, tax strategy, and estate documentation. The firm has maintained long-term client relationships, with some clients having worked with the team for 15 years or more.

Yardley, Pennsylvania

Legacy Financial is a fiduciary advisor based in Yardley, Pennsylvania, affiliated with OSAIC, a major independent broker-dealer. The firm offers investment management and retirement planning services to clients with a minimum of $750,000 in investable assets, charging an annual percentage-based fee on portfolio assets. Services include portfolio construction and monitoring, retirement income planning that coordinates Social Security, Medicare, taxes, long-term care, and estate planning, along with complimentary in-house tax preparation. Assets are custodied through BNY Pershing.

Yardley, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Yardley, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

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.

York, Pennsylvania

Langan Financial Group Retirement & Wealth Management is an investment advisory firm in York, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Retirement Planning and Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily. It holds a 5-star rating from 22 Google reviews.

York, Pennsylvania

Sides Wealth Advisory Group provides financial planning and retirement planning services to individuals and employers in York, Pennsylvania. The firm specializes in retirement strategy, 401(k) consulting, investing, insurance, estate planning, college savings, and small business advisory. They employ a five-step customized planning process and position financial planning as a tool to support clients' broader life goals across different life phases.

York, Pennsylvania

Keller Financial Associates, based in York, Pennsylvania, offers financial advisory services including one-on-one consultations to develop comprehensive financial plans. The firm provides educational resources through on-demand videos covering fundamental financial concepts and planning principles.

York, Pennsylvania

Integrity Wealth Strategies, LLC - Raymond James is an investment advisory firm in York, Pennsylvania. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance. It holds a 5-star rating from 1 Google review.

York, Pennsylvania

True Advisory Group, founded in 2019 by Greg Bianco, serves York-area business owners and individuals with tax planning, accounting, and wealth management services. The firm's team includes professionals with credentials such as PMP certification and accounting degrees, alongside staff with extensive banking and financial industry backgrounds. The practice emphasizes supporting clients across business ownership challenges, financial management, and work-life balance considerations.

York, Pennsylvania

Stonebridge Financial Group is a York, Pennsylvania-based wealth management firm offering retirement planning, investment management, and related financial advisory services. The firm employs credentialed advisors capable of serving both personal and business clients, with advisors limited in their client load to maintain service quality and relationship focus. The firm coordinates financial strategies with clients' CPAs, attorneys, and other advisors and emphasizes an individualized approach to planning.

York, Pennsylvania

CFG Wealth and Tax, based in York, Pennsylvania, is led by Tom Paup, a CFP® professional operating since 2007. The firm serves clients across wealth-building, family protection, and asset preservation needs, emphasizing personalized financial planning grounded in understanding each client's circumstances, objectives, and risk tolerance. The practice prioritizes long-term client relationships built on transparent communication.