5 advisors with offices in Erie. Credentials, fee structures, and minimums are disclosed on each listing.
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.
View detailsErie, 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.
View detailsErie, 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.
View detailsErie, 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.
View detailsErie, 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.
View detailsAdvisors serving Erie specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Pennsylvania's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.