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Marina Hernandez

EA, CFP®, CEPA

US-Swiss Cross Border Wealth Advisor

Specialties: Comprehensive Financial Planning, Cross-border Planning, Business Taxes, Investment...More

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Dynamic Wealth Advisors dba Swiss American Wealth Advisors

508 Oak Rd
Merion Station, PA 19066
(610) 668-1829

Susan Green

JD, 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 19103
(215) 979-1600

Ryan Kelly

CFP® CRPC® AIF® EA

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.

Aries Financial Navigators

201 Rock Lititz Blvd, Suite 25
Lititz, PA 17543
(717) 799-4399
CONNECT WITH Ryan
  • linkedin link

Jeremie L. Patrick

CFP®, CRPC®

Financial Advisor

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Rodgers & Associates

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

Chad Chubb

CFP®, CSLP®

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

111 S Independence Mall E, Ste 500
Philadelphia, PA 19106-2536
(267) 590-9533
CONNECT WITH Chad
  • facebook link
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  • linkedin link
  • youtube link

Geoffrey F. Boyer

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, Annuities, Banking, Charitable &...More

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

Boyer Financial Group

1605 N Cedar Crest Blvd, Ste 504
Allentown, PA 18104-2355
(610) 841-3400

Louis P. Stanasolovich

CFP®

CEO and President

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Wealth Advisor Publishing, Inc.

5700 Corporate Drive, Suite 350
Pittsburgh, PA 15237
(412) 635-9210

Richard Elias

CFP®, AWMA®

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Rodgers & Associates

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

Terry J. Siman

JD, CFP®

Managing Director

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

United Capital Private Wealth Counseling

736 Lower State Rd, Bldg A
North Wales, PA 19454-1302
(800) 643-5655
(215) 643-5600

Michael W. Figurelli

CFP®

Private Wealth Advisor

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.

Ameriprise Financial Services, Inc.

7018 Fair Oaks Dr
Export, PA 15632

Ameriprise Financial Services, Inc.

Corporate One Office Park
Monroeville, PA 15632
(724) 327-1768

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.

Barry A. Rucks & Associates

118 South 21st Street, 905
Philadelphia, PA 19103

Barry A. Rucks & Associates

1650 Market Street
Philadelphia, PA 19103
(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

William T. Krempa

CFP®, CFS, CSA, AIF

VP/Treasurer

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Krempa Associates, Inc

5039 Swamp Rd Suite 403, P.O. Box 418
Fountainville, PA 18923-0418
(215) 345-5020

L. Tom Burnley

CFP®, CRPC®, CFS®

Financial Advisor

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

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

Ameriprise Financial Advisors

855 Springdale Dr, Ste 100
Exton, PA 19341
(484) 879-6021

M. Wayne Neff

CFP®

Senior Partner

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

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

Heritage Wealth Advisers, LLC

645 N 12th St, Suite 102
Lemoyne, PA 17043-1219
(717) 614-6100

Edwin R. Baldrige, III

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Financial Advisor serving Pennsylvania and the surrounding communities.

Baldrige Asset Management

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

David W. Hoffmann

CFP®, AIF®

CEO

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

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

Justabout Wealth Management

375 Southpointe Blvd, Ste 360
Canonsburg, PA 15317
(724) 754-1440
CONNECT WITH David
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Lita M. Pelko

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

Stephen N. Cheifetz

CPA, CFP®

Partner

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Kades & Cheifetz LLC

Two Radnor Corporate Center, Suite 101
Radnor, PA 19087
(610) 679-9256

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

Kenneth A. Norman

CFP®

Vice President-Wealth Advisor

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

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Fulton Private Bank

One Penn Square, P.O. Box 4887
Lancaster, PA 17604
(717) 291-2727

Anthony R. Smith

CFP®

District Advisor

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

Financial Advisor serving Pennsylvania and the surrounding communities.

First Command Financial Services

401 E Louther, Ste 222
Carlisle, PA 17013
(717) 960-0012

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

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

Mike Chwastyk

CFP®

Specialties: Comprehensive Financial Planning, Investment Management, Employee Benefits, Insurance,...More

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

Professional Portfolio Mgmt

212 Locust St.
Harrisburg, PA 17101
(717) 761-2655

Donald L. Albacker

CFP®

Financial Planner

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

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

JCL Financial Group, LLC

54 Friends Ln, Ste 112
Newtown, PA 18940
(877) 772-3744
(877) 772-3744

Samuel S. Stroud, Jr.

CFP®

Specialties:

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

Legacy Planning Partners

228 W Gay St
West Chester, PA 19380
(610) 719-8600

Terry L. Stouffer

CFP®

CFP

Specialties:

Financial Advisor serving Pennsylvania and the surrounding communities.

Janney Montgomery Scott, LLC

2315 N. Susquehanna Trail, Suite A
York, PA 17404

Janney Montgomery Scott, LLC

905 E Coover St
Mechanicsburg, PA 17055-3418
(717) 779-2731

Nicholas H. Phelps

CFP®

owner

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Retirement

Fee Only Financial Advisor serving Pennsylvania and the surrounding communities.

Phelps Financial Advisors

925 W College Ave
State College, PA 16801
(814) 380-0651