PA · Morgantown

Fiduciary advisors in Morgantown, PA

1 advisor with offices in Morgantown. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Morgantown

Elliker Financial

Fiduciary ★5.0(23)

Morgantown, Pennsylvania

Fee-Only

Retirement Planning

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.

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Financial advisors in Morgantown, Pennsylvania

Advisors serving Morgantown 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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