Fiduciary advisors in Yardley, PA

Yardley, Pennsylvania

Legacy Financial is a fiduciary advisor based in Yardley, Pennsylvania, affiliated with OSAIC, a major independent broker-dealer. The firm offers investment management and retirement planning services to clients with a minimum of $750,000 in investable assets, charging an annual percentage-based fee on portfolio assets. Services include portfolio construction and monitoring, retirement income planning that coordinates Social Security, Medicare, taxes, long-term care, and estate planning, along with complimentary in-house tax preparation. Assets are custodied through BNY Pershing.

Yardley, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Yardley, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Yardley, Pennsylvania

The Financial Group of Philadelphia, based in Yardley, Pennsylvania, provides financial planning services to working families and local professionals across the Philadelphia region. Founded in 1991 by Paul Bufty, the firm operates as an independent advisor serving individuals from diverse occupational backgrounds, including tradespeople, public employees, and small-business owners, with no stated asset minimum. The firm emphasizes plain-English guidance and straightforward financial planning without reliance on technical jargon. The firm holds a 5-star Google rating and has maintained its practice for over 30 years.

Yardley, Pennsylvania

Yardley Wealth Management, LLC provides estate planning, investment management, and wealth management services to clients in the Yardley, Pennsylvania area and beyond. The firm, led by founder Mike and a team including Maureen, Karen, and Sandra, serves clients with retirement planning, portfolio construction, tax strategy, and estate documentation. The firm has maintained long-term client relationships, with some clients having worked with the team for 15 years or more.