Financial Planners in Pennsylvania

Patrick Scherer

CFP^®, ChFC^®

SVP & Wealth Advisor

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Compound Planning

225 Main St
Cranberry TWP, PA 16066

(585) 580-3545

CONNECT WITH Patrick

Brody Nesemann

CFP^®, MSPFP

Wealth Planning Associate

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

Financial Advisor serving Pennsylvania and the surrounding communities.

The Haverford Trust Company

3 Radnor Corporate Ctr, Ste 450
Wayne, PA 19087-4580

(484) 253-6643

CONNECT WITH Brody

Caleb Bogia-Curles

CFP^®

Specialties:

Financial Advisor serving Pennsylvania and the surrounding communities.

Ameriprise

160 Hershey Rd
Elizabethtown, PA 17552

(717) 367-0494

JOSEPH COREY HOWARD

CFP^®, CFA^®

Vice President and Financial Advisor

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

CAPTRUST

437 Grant Street, #450
Pittsburgh, PA 15219

(412) 499-3330

CONNECT WITH JOSEPH

Jeffrey Kitchen

CFP^®

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

Financial Advisor serving Pennsylvania and the surrounding communities.

WSFS BANK

2100 N Line Street, Apartment H203
Lansdale, PA 19446

(267) 608-0946

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

Barry A. Rucks

CFP^®

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

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

Claire Reid Wealth Advisory

60 W Indian Ln
West Norriton, PA 19403-3510

+ 1 More Address

Claire Reid Wealth Advisory

100 Witmer Road
Horsham, PA 190442648

(215) 880-3460

Thomas J. Belisari

CFP^®, MBA

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

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

Key Financial, Inc.

1560 McDaniel Dr
West Chester, PA 19380

(610) 429-4180

Robert C. Jazwinski

CPA/PFS, CFP^®

President

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

Financial Advisor serving Pennsylvania and the surrounding communities.

JFS Wealth Advisors, LLC

1479 N Hermitage Rd
Hermitage, PA 16148-3106

(724) 962-3200

Gregory K. Richards

CFP^®, J.D., CPA

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment...More

Financial Advisor serving Pennsylvania and the surrounding communities.

Hershey Wealth Advisors, LLC

11 East Chocolate Avenue, Suite 201
Hershey, PA 17033

(717) 533-0656

Jeff Metz

MT, CFP^®

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

RTD Financial Advisors Inc

30 S 17th St Ste 1620, United Plaza Bldg
Philadelphia, PA 19103

+ 1 More Address

RTD Financial Advisors Inc

Two Bala Plaza
Bala Cynwyd, PA 19004

1-800-893-4725

+1 More Number

(215) 557-3800

Edwin R. Baldrige, III

CFP^®

Principal, Wealth Managemer

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

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

Russ Weiss

CFP^®

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Marshall Financial Group

33 W Court St
Doylestown, PA 18901

(215) 348-9393

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

Jonathan T. Viscounte

CFP^®, CLU,ChFC

Financial Planner

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

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

Prudential Financial

580 Virginia Dr, Suite 150
Fort Washington, PA 19034

(215) 965-1600

Hans R. Sharma

CFP^®, MBA

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Sharma Assocaites, Inc

124 Scarlet Dr
Conshohocken, PA 19428-1386

(610) 828-8253

Edward E. Kavo

CFP^®, CLU

Specialties: Attending College, Investment Management, Estate Planning, Employee Benefits, Insurance,...More

Financial Advisor serving Pennsylvania and the surrounding communities.

The Duncan Financial Group

311 Main St
Irwin, PA 15642

(724) 863-3287 x3106

John F. Ortolf

CFP^®, ChFC^®

Senior Financial Advisor

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned...More

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

Invictus Wealth Management, Wells Fargo Advisors Financial Network

2003 S Easton Rd, Ste 208
Doylestown, PA 18901-7100

(267) 507-9735

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

Lisa A. Brooks

CFP^®

Financial 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.

Ameriprise Financial Services, LLC

1570 Omega Drive
Pittsburgh, PA 15205

(412) 922-7700

Barry Cox

CFP^®

Owner

Specialties: Business Taxes, Estate Planning, Retirement, Personal Taxes

Financial Advisor serving Pennsylvania and the surrounding communities.

BP Cox and Company, PLLC

406 Arcadia Court, 9370 McKnight Road
Pittsburgh, PA 15237

(412) 381-0910

Jeramy E. Genaway

CFA^®, CFP^®

Senior Investment Advisor

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

Financial Advisor serving Pennsylvania and the surrounding communities.

Hawthorn, PNC Family Wealth

300 Fifth Avenue, 27th Floor
Pittsburgh, PA 15222

+ 1 More Address

Hawthorn, PNC Family Wealth

503 Tara Court
Cranberry Township, PA 16066

(412) 762-3877

Patrick R. Velekei

CFP^®

Specialties:

Financial Advisor serving Pennsylvania and the surrounding communities.

Velekei Giles Financial Advisors

955 Penn Avenue
Wyomissing, PA 19610

(610) 373-7311

Brian Hill

CFP^®

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

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

Strategic Path Retirement

242 E. Main Street
Carnegie, PA 15106

(412) 489-5174

Sandra E. Goodstein

CFP^®, MSFS, CDFA

Managing Director - Senior Financial Adviosr

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Wescott Financial Advisory Group, LLC

455 Pennsylvania Ave, Ste 230
Fort Washington, PA 19034

(215) 979-1900

Diane M. Pearson

CFP^®, CeFT^®

Certified Financial Planner®

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Pearson Financial Planning

100 Amber Court
Wexford, PA 15090

(412) 346-4655

CONNECT WITH Diane

Grant Rawdin

JD, CFP^®

Founder & CEO

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Wescott Financial Advisory Group, LLC

30 S 17th St
Philadelphia, PA 19103

(215) 979-1600

Paul Elfner

CFP^®, CDFA^®, MS

Financial Planner

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Savant Wealth Management

1869 Charter Ln, Ste 302
Lancaster, PA 17601-5898

(717) 393-9721

Type of Compensation

Planner's Licenses / Certifications

Income Range

Investable Assets

Planner's Specialties

Major Life Changes

CFP®, ChFC®

Compound Planning

CONNECT WITH Patrick

CFP®, MSPFP

The Haverford Trust Company

CONNECT WITH Brody

CFP®

Ameriprise

CFP®, CFA®

CAPTRUST

CONNECT WITH JOSEPH

CFP®

WSFS BANK

CFP®, MSF

Christine Messmer PC

CFP®

Claire Reid Wealth Advisory

Claire Reid Wealth Advisory

CFP®, MBA

Key Financial, Inc.

CPA/PFS, CFP®

JFS Wealth Advisors, LLC

CFP®, J.D., CPA

Hershey Wealth Advisors, LLC

MT, CFP®

RTD Financial Advisors Inc

RTD Financial Advisors Inc

CFP®

Baldrige Asset Management

CFA, CFS, AIMC, CFP®

Mariner Wealth Advisors

CFP®

Marshall Financial Group

CFP®

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

CFP®, CLU,ChFC

Prudential Financial

CFP®, MBA

Sharma Assocaites, Inc

CFP®, CLU

The Duncan Financial Group

CFP®, ChFC®

Invictus Wealth Management, Wells Fargo Advisors Financial Network

CFP®

Wescott Financial Advisory Group, LLC

CFP®

Ameriprise Financial Services, LLC

CFP®

BP Cox and Company, PLLC

CFA®, CFP®

Hawthorn, PNC Family Wealth

Hawthorn, PNC Family Wealth

CFP®

Velekei Giles Financial Advisors

CFP®

Strategic Path Retirement

CFP®, MSFS, CDFA

Wescott Financial Advisory Group, LLC

CFP®, CeFT®

Pearson Financial Planning

CONNECT WITH Diane

JD, CFP®

Wescott Financial Advisory Group, LLC

CFP®, CDFA®, MS

Savant Wealth Management

CONNECT WITH Paul

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CFP^®, ChFC^®

CFP^®, MSPFP

CFP^®

CFP^®, CFA^®

CFP^®

CFP^®, MSF

CFP^®

CFP^®, MBA

CPA/PFS, CFP^®

CFP^®, J.D., CPA

MT, CFP^®

CFP^®

CFA, CFS, AIMC, CFP^®

CFP^®

CFP^®

CFP^®, CLU,ChFC

CFP^®, MBA

CFP^®, CLU

CFP^®, ChFC^®

CFP^®

CFP^®

CFP^®

CFA^®, CFP^®

CFP^®

CFP^®

CFP^®, MSFS, CDFA

CFP^®, CeFT^®

JD, CFP^®

CFP^®, CDFA^®, MS