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Scott C. Butler

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.

SA Stone Wealth Mgt

25 E Center St
Nazareth, PA 18064
(610) 759-8710

Andrew T. Gilinsky

CFP®

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

Financial Advisor serving Pennsylvania and the surrounding communities.

822 Woods End Ct
Collegeville, PA 19426
(610) 354-9275

Lynn S. Evans

CFP®

Managing Director

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Women of Substance, LLC

16 Waterford Rd
South Abington Twp, PA 18411-2269
(570) 498-1635

Stephen P. Wetzel

CFP®, MBA, CCM

Professor NYU

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Prometheus Capital Management Corp.

30 S Main St
Yardley, PA 19067-1511
(215) 321-9312

Phyllis J. Harmon

CFP®

Chief Operating Officer

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Letort Management & Trust Company

3130 Morningside Dr
Camp Hill, PA 17011
(717) 761-7626 x204

David S. Waters

CFP®, ChFC, RHU, CLU

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

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

400 Market St, Ste 360
Philadelphia, PA 19106
(215) 875-8666

Rick Rodgers

CFP®, CRPC®

Financial Planner

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

Thomas J. Bird, Jr.

CFP®, LLM

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Estate...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Bird & Wiegand Financial Services

290 King of Prussia Rd, Bldg 1-204
Radnor, PA 19087
(610) 341-1770

Edward M. Strogen, Jr.

CFP®

President

Specialties: Budget & Debt Management, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Strogen & Associates, Inc.

443 Lantern Ln
Berwyn, PA 19312
(610) 329-5202

John D. Rea

CFP®

Owner

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Crossgate Wealth Advisors

605 Floral Vale Blvd
Yardley, PA 19067
(215) 860-2234

William J. Christy

CFP®

Specialties: Comprehensive Financial Planning

Financial Advisor serving Pennsylvania and the surrounding communities.

The Glenmede Trust Company, N.A.

1650 Market Street, Ste 1200
Philadelphia, PA 19103-7391
(215) 419-6919

Abram M. Shaffner

CFP®

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

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

Ameriprise Financial Services, Inc.

1536 Cornwall Rd
Lebanon, PA 17042
(717) 270-6937

Jonas B. Kauffman

CFP®, ChFC®

Private Wealth Advisor

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Kauffman Advisory Group, Ameriprise Financial

1717 Lititz Pike
Lancaster, PA 17601
(877) 791-6268
(717) 431-2996
CONNECT WITH Jonas
  • facebook link

Michael Ippoliti

MBA, CFP®

Vice President & Financial Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Government &...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Valley National Financial Advisors

1655 Valley Center Pkwy, Ste 100
Bethlehem, PA 18017
(800) 383-8297 x104
(610) 868-9000

Vincent De Giovanni

CFP®, MBA

Financial Advisor

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Summit Financial Advisors, LLC

12 Penns Trail, Suite 351
Newtown, PA 18940

Summit Financial Advisors, LLC

5945 Corrigan Rd
Doylestown, PA 18902
(215) 500-5804

Mark A. Rioboli

CFP®, CFS

Director of Wealth Management

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Independence Advisors, LLC

620 Lee Rd, Ste 100
Wayne, PA 19087
(610) 695-8070

Richard P. Hand

CFP®, CLU, ChFC

President

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Valley Forge Wealth Management

401 Stony Run Rd
Spring City, PA 19475
(610) 792-3330

Louis R. Berteotti

CFP®

Investment Advisory Associate

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Berteotti Ins & Fin Svcs Inc

21119 Paint Blvd
Shippenville, PA 16254
(814) 226-4522

Michael W. DeLorey

CFP®

Investment Advisor

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

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

Prism Financial Group

225 S 4th St, #402
Philadelphia, PA 19106
(800) 774-7679

James S. Miller

CFP®,ChFC,CRPC,CASL

Financial Advisor

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

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

Ameriprise Financial Services

314 Exton Commons
Exton, PA 19341
(888) 591-1413
(610) 524-1200

Brent R. George

CFP®, AWMA®, ChFC®

Financial Planner

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

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

uFinancial Group

5001 Louise Dr, Ste 300
Mechanicsburg, PA 17055
(717) 791-3365

Christopher A. Cortese

CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Wescott Financial Advisory Group, LLC

30 S 17th St
Philadelphia, PA
(215) 979-1600

Mark A. Brinser

CFP®

Financial Advisor

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

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

Stewardship Advisors, LLC

321 W Main St
Mount Joy, PA 17552
(717) 492-4787

Thomas J. Fiorelli, III

CFP®

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

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

Strategic Planning Associates, LLC

1548 Main St
Peckville, PA 18452
(570) 487-1983 x11

Michael A. Ptaszenski

CFP®

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.

Thrive Wealth Management, LLC

2650 Audubon Road
Audubon, PA 19403
(215) 376-5530

John R. Ward

CFP®

Specialties: 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement,...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Hawthorn

1600 Market St, 29th Fl
Philadelphia, PA 19103
(215) 585-7670

Daphne Hu

CFP®, MST, CDFA™

Wealth Manager

Specialties:

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

United Capital Private Wealth Counseling

736 Lower State Rd, Bldg A
North Wales, PA 19454
(800) 643-5655
(215) 643-5600

Chad Chubb

CFP®

Founder

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

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

WealthKeel LLC

601 Walnut Street, Suite 1200, Box #38
Philadelphia, PA 19106
(267) 590-9533
CONNECT WITH Chad
  • facebook link
  • twitter link
  • linkedin link
  • youtube link

J. Martin Kooman

CFP®

President & Chief Executive Officer

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

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

Kooman & Assoc LLC

517 S Logan Blvd
Altoona, PA 16602
(800) 442-5152
(814) 941-4800
CONNECT WITH J. Martin
  • linkedin link

Glenn A. Van Gieson

CFP®

President

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

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

VanTrust

PO Box 726
Tannersville, PA 18372

VanTrust

37 Hickory Drive
East Stroudsburg, PA 18301