PA · Media

Fiduciary advisors in Media, PA

2 advisors with offices in Media. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Media

BARGELD FINANCIAL

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.

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Merrill Lynch Wealth Management

★5.0(1)

Media, Pennsylvania

Wirehouse

Investment Management Wealth Management

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.

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Financial advisors in Media, Pennsylvania

Advisors serving Media 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.

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