5 advisors with offices in West Chester. Credentials, fee structures, and minimums are disclosed on each listing.
West Chester, Pennsylvania
East Coast Advisory is an investment advisory firm in West Chester, Pennsylvania. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsWest Chester, Pennsylvania
Financial Coach is a West Chester, Pennsylvania-based financial planning and investment management firm led by partners Owen Mulhern, Jeff Mastronardo, Mike Traynor, Meghan Tait, and Kevin Janiec, all holding CFP® or CFA credentials. Operating for over 20 years, the firm serves clients approaching or in retirement, as well as established savers seeking guidance on investment and wealth strategy. The team operates on a fiduciary basis and employs a structured planning approach to address retirement income, spending, and portfolio management decisions.
View detailsWest Chester, Pennsylvania
Insurance-Based
James Lasher, Financial Advisor - Eagle Strategies is an insurance-based firm in West Chester, Pennsylvania. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsWest Chester, Pennsylvania
MERIT Investment Management is an independent registered investment advisor and fiduciary firm based in West Chester, Pennsylvania, offering financial planning, investment management, and financial advisory services to individual and institutional clients. The firm develops comprehensive financial plans using an interactive web portal to assess client situations, then implements customized investment strategies designed to generate risk-adjusted returns. MERIT's advisory process includes retirement scenario analysis and supplementary services such as estate planning guidance, tax assistance, and insurance evaluation.
View detailsWest Chester, Pennsylvania
Schorn Wealth is an investment advisory firm in West Chester, Pennsylvania. Services include Estate Planning and Financial Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.
View detailsAdvisors serving West Chester 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.