TOP 30 Family financial advisors in Pennsylvania

Straightforward Wealth Management, LLC is a finance institution located at 184 Scenic View Lane in Falls, Pennsylvania, United States. Our team of experienced professionals provides personalized wealth management services to help our clients achieve their financial goals. We pride ourselves on our straightforward approach to financial planning, ensuring that our clients have a clear understanding of their investments and strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Straightforward Wealth Management, LLC is here to help you every step of the way.

Derek J. DeSanto- Northwestern Mutual is a renowned financial institution located at 52 Glenmaura National Boulevard in Moosic, Pennsylvania, United States. With a commitment to helping individuals and businesses achieve financial security and success, they offer a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Their team of experienced professionals work closely with clients to develop personalized strategies that align with their unique goals and objectives. Whether you are looking to build wealth, protect your assets, or plan for the future, Derek J. DeSanto- Northwestern Mutual is dedicated to providing expert guidance and support every step of the way.

Integral Investment Group is a leading finance institution located at 662 Main Street in Sugarloaf, Pennsylvania, United States. With a commitment to providing comprehensive financial services, our team of experts offers personalized investment strategies, wealth management solutions, and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Integral Investment Group is dedicated to helping you succeed. Contact us today to learn more about how we can support your financial future.

Edward Jones is a reputable finance institution located at 137 Krocks Road in Allentown, Pennsylvania. With a strong presence in the United States, Edward Jones offers a wide range of financial services including investment planning, retirement planning, wealth management, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or safeguard your assets, Edward Jones is committed to providing personalized and comprehensive financial solutions to meet your needs.

MassMutual Greater Philadelphia - Allentown is a leading finance and insurance agency located at 4905 Tilghman Street in Allentown, Pennsylvania. As part of the MassMutual network, we offer a wide range of financial services and insurance products to help individuals and families achieve their goals and protect their assets. Our team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are planning for retirement, saving for college, or looking to protect your loved ones, we are here to help you every step of the way. Visit us today to learn more about how MassMutual Greater Philadelphia - Allentown can help you secure your financial future.

Conestoga Wealth Management is a premier financial institution located at 600 Eagleview Boulevard in Exton, Pennsylvania, United States. Specializing in wealth management services, Conestoga provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a team of experienced professionals, Conestoga Wealth Management is dedicated to providing top-notch financial solutions and superior customer service. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Conestoga Wealth Management is committed to helping you secure a prosperous financial future.

Brumbaugh Wealth Management is a leading financial institution located in Exton, Pennsylvania, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on integrity and excellence, we provide comprehensive financial planning, investment management, and retirement planning services to individuals and families. Visit us at 415 Eagleview Boulevard to learn how we can help you secure your financial future.

Wealth Management Solutions, LLC is a financial institution located at 300 North Pottstown Pike, Exton, Pennsylvania, United States. Specializing in accounting, finance, insurance, and legal services, WMS helps families find peace with their finances by offering individualized solutions and a no-quit attitude. With a team of experienced professionals, including Certified Financial Planners and a Chartered Financial Analyst, WMS provides strategic investment management strategies tailored to each client's evolving goals. From retirement planning to tax minimization strategies, estate planning, education expense plans, and risk management, WMS offers comprehensive services to help clients navigate the complexities of financial planning. With over $360 Million in assets under management and a fiduciary promise, WMS has earned the trust of hundreds of families. Senior financial advisor Adam, a Certified Financial Planner with expertise in tax planning, works with clients to achieve their financial goals. Melinda, with nearly 8 years of experience in the Wealth Management Industry, brings her passion for cultivating relationships to assist clients with their wealth management needs. Outside of work, both Adam and Melinda enjoy spending time with their families and engaging in various outdoor activities.

Revisionist Wealth is a leading finance institution located at 107 East Lancaster Avenue in Downingtown, Pennsylvania, United States. Specializing in wealth management and financial planning, our team of expert advisors are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and innovative investment strategies, Revisionist Wealth is committed to providing clients with the tools and knowledge they need to build and preserve their wealth. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

Legacy Advisory Services LLC is a premier financial institution located at 658 Exton Commons in Exton, Pennsylvania, United States. Specializing in providing personalized and comprehensive financial planning and advisory services, Legacy Advisory Services LLC is dedicated to helping clients achieve their long-term financial goals. With a team of experienced professionals, they offer tailored solutions to meet each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Legacy Advisory Services LLC is committed to providing expert guidance and support every step of the way. Trust in Legacy Advisory Services LLC to secure your financial legacy for generations to come.

Forefront Wealth Management Inc. is a finance institution located at 18 Church Road in Malvern, Pennsylvania, United States. Our simple mission is to build better outcomes for the families that we serve. In a world where life has become increasingly complex, we strive to be relevant financial guides in our client's lives. We listen to our clients to understand their goals, dreams, and concerns, helping to clarify and prioritize their ideas and values. Collaboratively, we build plans based on family goals that are understandable, clear, transparent, and cost-effective. Our plans are always current, tracking progress and results. We regularly review progress and recommend adjustments as life changes, tracking and adjusting investments based on changing goals. We help evaluate choices, manage risks, and overcome challenges to help you enjoy your wealth and life. At Forefront Wealth Management Inc., we simplify the complexities of investing and work exclusively with investors with whom we connect on a deep level. Capture your risk tolerance and see if your portfolio fits your risk number with us.

Delphi Wealth Management Group is a leading finance institution located at 805 Springdale Drive in Exton, Pennsylvania, United States. Our dedicated team of financial experts provides personalized wealth management services to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships and delivering tailored solutions, we offer a range of investment and financial planning services to meet the unique needs of each individual client. Trust Delphi Wealth Management Group to provide expert guidance and support in navigating the complexities of the financial world.

Kimberly A. Santarsiero is a boutique investment practice located at 760 East Drinker Street in Dunmore, Pennsylvania. As part of Astra Wealth Advisors, they provide comprehensive planning and investment guidance to high-net worth families, individuals, and businesses. With decades of expertise, they are dedicated to servicing each client's unique needs through a process-driven and disciplined approach to asset management. Operating under the fiduciary standard of care, they aim to establish trusted relationships with their clients and provide straightforward financial decisions tailored to each individual situation. Contact Kimberly A. Santarsiero at (570) 880-7521 or via email at kimberly.santarsiero@astrawealthadvisors.com for more information on how they can help you achieve your financial goals. Securities and advisory services are offered through LPL Financial, a registered investment advisor.

Scott J. Strum, CFP is a reputable financial institution located at 1 East Broad Street in Bethlehem, Pennsylvania, United States. Specializing in financial planning and wealth management, Scott J. Strum, CFP is committed to helping clients achieve their financial goals through personalized strategies and expert advice. With a team of certified financial planners, clients can trust in the expertise and professionalism of this institution to secure their financial future.

Liberty Wealth Management is a leading financial institution located at 3570 Hamilton Boulevard in Allentown, Pennsylvania, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, we offer tailored solutions to meet your individual needs. Trust Liberty Wealth Management to provide you with expert guidance and exceptional service to secure your financial future.

Markle Wealth Management is a leading finance institution located at 3250 Glase Road in Danielsville, Pennsylvania, United States. Our team of experienced financial advisors and wealth managers are dedicated to helping our clients achieve their financial goals and secure their future. With personalized financial planning and investment strategies, we provide expert guidance to help our clients build and preserve their wealth. Whether you are planning for retirement, saving for your children's education, or looking to grow your assets, Markle Wealth Management is here to help you every step of the way.

Seyle Hickey Wealth Management Of Raymond James is a reputable finance institution located at 740 Hamilton Street in Allentown, Pennsylvania, United States. With a strong focus on providing personalized wealth management services, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Seyle Hickey Wealth Management Of Raymond James offers tailored solutions to meet your unique needs. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner in helping individuals and families secure their financial future.

Legacy Planning Partners is a finance institution located at 3440 Hamilton Boulevard, Allentown, Pennsylvania, United States. Our team is dedicated to helping you manage your global affairs so you can focus on the relationships that matter most. We are a firm of professionals committed to collaborating with you towards financial success. Recognized as one of the 2024 Forbes Best-In-State Wealth Management Teams and 2023 Forbes Best-In-State Wealth Advisors, our advisors are highly regarded in the industry. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Please note that information presented on this site is for informational purposes only and does not constitute an offer or solicitation for the sale or purchase of any product or security. Contact us today to learn more about how we can help you achieve your financial goals.

Ascent Wealth Management, LLC. is a premier financial institution located at 1620 Highland Street in Allentown, Pennsylvania, United States. Specializing in wealth management services, our experienced team of professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the highest level of expertise and guidance. Whether you are planning for retirement, investing for the future, or managing your assets, Ascent Wealth Management, LLC. is here to help you navigate the complexities of the financial world with confidence and peace of mind.

CAPTRUST is a finance institution located at 600 Hamilton Street in Allentown, Pennsylvania, United States. Our advisors in Allentown provide wealth management and investment advisory services to clients of all types. We offer services such as committee education, donor development, OCIO services, performance reporting, and investment management to our nonprofit clients. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, our advisors are here to assist you. We support employer organizations through services such as 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, and financial wellness programs. Our team provides best practices, market insights, and financial planning strategies to ensure our clients are well-informed. Join us for upcoming webinars and events to learn more about industry insights and financial topics. If you are a nonprofit organization looking to navigate volatility or explore alternatives, CAPTRUST is here to help.

Black Oak Wealth Management is a leading financial institution located in West Chester, Pennsylvania. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Visit us at 1503 Sawtimber Trail to learn more about how we can help you secure your financial future.

Graystone Wyomissing - Morgan Stanley is a prestigious financial institution located at 1350 Broadcasting Road in Wyomissing, Pennsylvania, United States. As a branch of Morgan Stanley, one of the world's leading financial firms, Graystone Wyomissing offers a wide range of wealth management services to individuals, families, and businesses. With a team of experienced financial advisors and investment professionals, clients can expect personalized financial solutions tailored to their unique needs and goals. Whether you are planning for retirement, investing for the future, or managing your assets, Graystone Wyomissing - Morgan Stanley is committed to helping you achieve financial success.

Warner Finance is a reputable financial institution located at 707 Claremont Avenue in Tamaqua, Pennsylvania. As a leading finance company in the United States, Warner Finance offers a wide range of financial services to individuals and businesses, including loans, investments, and wealth management. With a team of experienced professionals, Warner Finance is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about our services and how we can assist you with your financial needs.

Raymond James is a prominent finance institution located at 104 Pheasant Run Road in Lincoln University, Pennsylvania, United States. Known for its comprehensive financial services, Raymond James offers a wide range of investment opportunities, wealth management solutions, and financial planning services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Raymond James is dedicated to providing top-notch financial advice and support to individuals, families, and businesses alike. Visit Raymond James today to experience the difference in financial planning and investment management.

Stoudt Wealth Management is a renowned finance institution located at 1857 Main Street in Northampton, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Stoudt Wealth Management is here to provide expert guidance and support every step of the way. Trust us to help you navigate the complexities of the financial world and secure a prosperous future for yourself and your loved ones.

Designing Wealth Management of Raymond James is a leading finance institution located at 740 Hamilton Street in Allentown, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to creating personalized wealth management solutions tailored to each client's unique financial goals and needs. With a focus on building long-term relationships based on trust and transparency, we provide comprehensive financial planning, investment management, retirement planning, and estate planning services. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Designing Wealth Management of Raymond James is here to help you achieve financial success.

Worthington Wealth Management is a reputable finance institution located at 7152 Susquehanna Drive in Tobyhanna, Pennsylvania, United States. Our team of experienced financial advisors offers personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Worthington Wealth Management is dedicated to providing expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Legacy Planning Partners, located at 228 West Gay Street in West Chester, Pennsylvania, is a finance institution dedicated to helping clients manage their global affairs so they can focus on the relationships that matter most. Our team of professionals is committed to working with you towards financial success. We have been recognized as one of the Forbes Best-In-State Wealth Management Teams in 2024 and our advisors have also been honored by Forbes and the Philadelphia Business Journal for their outstanding performance. Securities and advisory services are offered through Commonwealth Financial Network®, and our advisors are registered or licensed to conduct business in specific states. Our goal is to provide valuable information and support to our clients, helping them make informed decisions about their financial future. Visit our website for more information about our awards and services.

Wealth Enhancement Group is a finance institution located at 30 Liberty Boulevard in Malvern, Pennsylvania, United States. With a focus on helping clients grow and manage their wealth, our team of experienced professionals provides personalized financial planning, investment management, and retirement planning services. Whether you are looking to build your savings, plan for the future, or navigate complex financial decisions, Wealth Enhancement Group is here to help you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

Cynthia L. Mercuri is a reputable finance institution located at 26 Saddlebrook Lane in Phoenixville, Pennsylvania, United States. With a strong commitment to providing top-quality financial services, Cynthia L. Mercuri offers a wide range of financial solutions tailored to meet the individual needs of their clients. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Cynthia L. Mercuri is here to help. Contact them today to learn more about how they can assist you with your financial needs.