PA · Newtown Square

Fiduciary advisors in Newtown Square, PA

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

2 listed Low coverage · not indexed

2 results in Newtown Square

Grace Financial Advisors LLC

Newtown Square, Pennsylvania

Retirement Planning Investment Management

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.

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Steeplechase Capital Partners

Newtown Square, Pennsylvania

Investment Management Wealth Management

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.

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Financial advisors in Newtown Square, Pennsylvania

Advisors serving Newtown Square 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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