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Carmen M. Petote

CFP®

Financial Strategist

Specialties: Attending College, Asset Allocation, Investment Management, Mutual Funds, Retirement,...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

McKinley Carter Wealth Services

100 Bradford Rd, Ste 400
Wexford, PA 15090-8487
(412) 369-7755

Karen A. Stollar

CFP®

SVP, Senior Wealth Strategist

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

PNC Hawthorn

300 Fifth Avenue, PNC Tower, 27th Floor
Pittsburgh, PA 15222
(412) 762-6322

Catherine L. Azeles

CFP®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Career...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Conrad Siegel Investment Advisors, Inc.

501 Corporate Circle, P.O. Box 5900
Harrisburg, PA 17110
(717) 727-7502
CONNECT WITH Catherine
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Michael Hartman

CFP®, RICP®

Founder & Financial Planner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Hyperion Financial

20 W Lancaster Ave, Ste 3
Reading, PA 19607-1885
(484) 578-9152
CONNECT WITH Michael
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Devin Faddoul

CFP®

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Buying a Home, Banking, Asset Allocation,...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

901 Lovingston Dr
Pittsburgh, PA 15216-1709
(412) 818-4091
CONNECT WITH Devin
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Christine M. Messmer

CFP®, MSF

President

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement,...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Christine Messmer PC

101 Oak St
Collegeville, PA 19426
(610) 489-7925

Robert Wilgos

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Summit Financial Advisors, LLC

196 West Ashland Street, 1st Floor
Doylestown, PA 18901

Summit Financial Advisors, LLC

1500 Market Street
Philadelphia, PA 19102

Summit Financial Advisors, LLC

196 West Ashland Street
Doylestown, PA 18901
(215) 579-1005

John J. Shimp

CFP®,CRPC®,CDFA™CLTC

Private Wealth Advisor/Managing Partner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Commission and Fee Financial Advisor serving Pennsylvania and the surrounding communities.

Ameriprise Financial Services, LLC

168 W Ridge Pike, Ste 202
Limerick, PA 19468

Ameriprise Financial Services, LLC

1717 Langhorne Newtown Rd
Langhorne, PA 19047
(877) 365-7526
(610) 825-4909
CONNECT WITH John
  • facebook link
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Edward M. Gallagher, III

CFP®

Wealth Management Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Northwestern Mutual Financial NetworkUS Steel Tower

600 Grant St, Ste 3550
Pittsburgh, PA 15219
(412) 288-2382

James Victor Conrad

CFP®, ChFC, AIF®

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Pennsylvania and the surrounding communities.

PINNACLE Financial Strategies, LLC

6600 Brooktree Rd, Ste 2600
Wexford, PA 15090-6707
(724) 940-4333 x11

Raymond G. Woods, Jr.

CFP®

Managing Director - Investments

Specialties: Banking, Employee Benefits, Stocks & Bonds

Financial Advisor serving Pennsylvania and the surrounding communities.

Wells Fargo Advisors

3 Lemoyne Drive
Lemoyne, PA 17043
(717) 761-7344

Michael A. Halvorsen

MS, CFP®, CEBS

Wealth Advisor & Managing Partner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking,...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

MRK Wealth Advisors

68 E. Court Street
Doylestown Pa, PA 18901
(484) 214-6600
CONNECT WITH Michael
  • linkedin link

Ernest L. Sims

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Charitable & Planned Giving,...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Sims Financial Services LLC

150 Strafford Ave, Ste 305
Wayne, PA 19087
(610) 687-5050

Mark S. DiNuzzo

CFP®ChFC®AIF®MBA

Executive Vice President

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Financial Advisor serving Pennsylvania and the surrounding communities.

DiNuzzo Wealth Management

1501 Third St
Beaver, PA 15009
(724) 728-6564

Edwin R. Baldrige, III

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Baldrige Asset Management

7540 Windsor Dr, Ste 205
Allentown, PA 18195-1015
(610) 336-4395

Steven C. Silverman

CFP®

Senior Vice President

Specialties: Estate Planning, Investment Management

Financial Advisor serving Pennsylvania and the surrounding communities.

Connors Investor Services, INC.

1210 Broadcasting Rd, Ste 200
Wyomissing, PA 19610
(610) 376-7418

Scott E. Marshall

CFP®

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Pennsylvania and the surrounding communities.

Scott E Marshall & Associates Wealth Management

100 Hyde Park
Doylestown, PA 18902
(267) 880-6576

Robert R. Thomas

CFA, CFS, AIMC, CFP®

Managing Director

Specialties: Investment Management, Insurance, Retirement, Stocks & Bonds

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Mariner Wealth Advisors

1375 Martin St., Suite 200
State College, PA 16803-2928
(814) 867-2050

Marc J. Lowenberg

MBA, CFP®, ChFC

Financial Advisor

Specialties: Comprehensive Financial Planning, Annuities, Asset Allocation, Investment Management,...More

Commission and Fee Financial Advisor serving Pennsylvania and the surrounding communities.

Lowenberg Wealth Management

1001 Conshohocken State Road, Suite 1-312
West Conshohocken, PA 19428
(610) 492-9198

Thomas A. Geisler, Jr.

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities,...More

Commission and Fee Financial Advisor serving Pennsylvania and the surrounding communities.

Thomas A. Geisler & Co., P.C.

278 Beverly Rd
Pittsburgh, PA 15216
(412) 343-4880

Ryan Barrett

CFP®

Senior Lead Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Pennsylvania and the surrounding communities.

JFS Wealth Advisors

2005 S Easton Rd, Ste 200
Doylestown, PA 18901
(215) 497-5050

Mark B. Trauman

JD, CPA, CFP®, AIF®

Owner/Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Pennsylvania and the surrounding communities.

Reliance Financial Advisors

2200 Georgetown Drive, Suite 300
Sewickley, PA 15143
(724) 934-3122

Vincent DeGiovanni

CFP®, MBA

Financial Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Summit Financial Advisors, LLC

196 West Ashland Street
Doylestown, PA 18901
(215) 579-1005

Steve P. Erfle

CFP®, CDFA™

Managing Partner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Commission and Fee Financial Advisor serving Pennsylvania and the surrounding communities.

Thrive Wealth Management, LLC

1000 Madison Ave, Ste 208
Norristown, PA 19403-2426
(215) 376-5530

Kim L. Ressler

CFP®

Specialties: Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Girard Advisory Services, LLC

1103 Rocky Dr.
Reading, PA 19609
(484) 245-4598
CONNECT WITH Kim
  • linkedin link

David Niggel

CFP®, ChFC®, AIF®

President and CEO

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change,...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Key Wealth Partners, LLC

351 Rumford Rd
Lititz, PA 17543
(717) 283-4186

Daniel J. Crocker

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Pennsylvania and the surrounding communities.

Sage Financial, LLC

2137 Embassy Drive, Suite 117
Lancaster, PA 17603
(717) 399-5455

Merra Lee Moffitt

AWMA, CMFC, CFP®

Wealth Strategist, Senior Partner

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset...More

Commission and Fee Financial Advisor serving Pennsylvania and the surrounding communities.

Good Life Financial Group

2395 Lancaster Pike
Reading, PA 19607
(610) 488-7353

Roselyn Wilkinson

MBA, CFP®

Registered Representative

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Commission and Fee Financial Advisor serving Pennsylvania and the surrounding communities.

MD&A Financial Management Co.

1001 East Entry Drive
Pittsburgh, PA 15216
(412) 571-3174

Christopher Hershey

CFP®, CRPC®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Rodgers & Associates

2025 Lititz Pike
Lancaster, PA 17601
(717) 560-3800