PA · New Hope

Fiduciary advisors in New Hope, PA

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

2 listed Low coverage · not indexed

2 results in New Hope

Hartley Advisors Corp.

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.

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Rockwood Wealth Management

★5.0(16)

New Hope, Pennsylvania

Investment Management Wealth Management

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.

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Financial advisors in New Hope, Pennsylvania

Advisors serving New Hope 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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