Fiduciary financial planning advice in Pennsylvania
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Seven Fields Wealth Management
● ClosedSeven Fields Wealth Management is a leading finance institution located at 100 Northpointe Circle in Seven Fields, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer a wide range of wealth management services, including investment planning, retirement planning, estate planning, and more. At Seven Fields Wealth Management, we prioritize personalized service and tailor our strategies to meet the unique needs of each client. Trust us to provide expert guidance and support as you navigate the complexities of the financial world.
100 Northpointe Cir # 301, Seven Fields, PA 16046, United States -
DBR & CO
● ClosedLocated at 436 Seventh Avenue in Pittsburgh, Pennsylvania, DBR & CO is a finance institution dedicated to helping individuals and organizations achieve their financial goals. With a focus on preserving, growing, and thoughtfully planning wealth, DBR & CO offers independent investment expertise and fiduciary best practices to ensure successful outcomes. The institution prides itself on developing personal relationships with clients and providing bespoke wealth advisory services for multi-generational families. With a multidisciplinary team of specialists, DBR & CO offers comprehensive financial planning, investment management, and strategic advisory services for a range of clients, including individuals, families, retirement plans, and non-profit organizations. Committed to always putting clients' best interests first, DBR & CO follows the Fiduciary Standard and strives to have a lasting impact on the lives of those they serve.
436 Seventh Ave #2800, Pittsburgh, PA 15219, United States -
Baird Private Wealth Management
● ClosedBaird Private Wealth Management is a prestigious finance institution located at 99 West Sunbury Road in Butler, Pennsylvania, United States. Specializing in providing personalized wealth management services, Baird is dedicated to helping clients achieve their financial goals through tailored investment strategies and expert financial advice. With a strong focus on building long-term relationships and delivering exceptional service, Baird Private Wealth Management is committed to helping clients secure their financial future.
Brockley Professional Building, 99 W Sunbury Rd Suite 100, Butler, PA 16001, United States -
West Advisory Group, Inc
● ClosedWest Advisory Group, Inc is a finance institution located at 8160 Perry Highway in Pittsburgh, Pennsylvania. With a team of experienced financial advisors, we provide personalized investment strategies and financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our knowledgeable team is here to guide you every step of the way. Trust West Advisory Group, Inc to provide you with expert financial advice and support.
8160 Perry Hwy, Pittsburgh, PA 15237, United States -
The Allegheny Group - Morgan Stanley
● OpenThe Allegheny Group - Morgan Stanley is a finance institution located in Pittsburgh, Pennsylvania, United States. As part of the global financial services firm Morgan Stanley, The Allegheny Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a focus on providing personalized financial solutions to individuals, businesses, and institutions, The Allegheny Group is dedicated to helping clients achieve their financial goals and secure their financial future.
PPG Place, 1, #1300, Pittsburgh, PA 15222, United States -
Schneider Downs Wealth Management Advisors, LP
● ClosedSchneider Downs Wealth Management Advisors, LP is a finance institution located in Pittsburgh, Pennsylvania, United States. They offer personalized planning and investment management tailored to your complex needs and wealth-building goals. Their holistic planning services serve as a roadmap to help you achieve financial freedom. The institution also provides employee benefits solutions for organizations. Schneider Downs Wealth Management Advisors, LP has been recognized as one of the Nation’s Top DC Advisor Teams in 2024 by the National Association of Plan Advisors. They offer insights on various investment topics such as inflation, short-term yields, and the Japanese stock market through their Investment Corner with Jason & Sean.
PPG Place, 1, # 1700, Pittsburgh, PA 15222, United States -
Deemer Wealth Management
● ClosedDeemer Wealth Management is a finance institution located at 107 Golden Eagle Drive in Venetia, Pennsylvania, United States. Our team is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Please note that the information submitted on our secure website is for informational purposes only and is not an offer to buy or sell any security. Our representatives are qualified to conduct business in various states and are committed to upholding the highest standards of professionalism and integrity. We invite you to check the background of our investment professionals on FINRA's BrokerCheck. We are here to promptly respond to your requests and assist you in managing your wealth effectively.
107 Golden Eagle Dr, Venetia, PA 15367, United States -
Shear Capital Group, LLC
● ClosedShear Capital Group, LLC is a finance and insurance agency located at 2520 Mosside Boulevard, Monroeville, Pennsylvania, United States. We specialize in financial planning and wealth management services to help our clients make informed decisions in today's complex economy. Our team utilizes independent research and adheres to a fiduciary standard of care to always serve our clients' best interests. Services offered include financial planning, wealth management, pension consulting, and risk management. At Shear Capital Group, we have been providing financial advice and guidance for three generations and over 70 years. Our goal is to help you build and protect your legacy. Securities are offered through LPL Financial, member FINRA/SIPC, and investment advice is offered through Good Life Advisors, LLC, a registered investment advisor. Bradley Shear and Howard Shear may offer advisory services in all states, while Howard Shear may specifically work with residents of PA, FL, OH, and WV.
2520 Mosside Blvd, Monroeville, PA 15146, United States -
Alum Rock Wealth Management
● ClosedAlum Rock Wealth Management, located at 1910 Cochran Road in Pittsburgh, Pennsylvania, is a finance institution founded by Douglas J. Turner, an Accredited Wealth Management Advisor with 37 years of experience in the industry. The institution was established in July 2011 to provide clients with expert financial advice to help them plan for important life events and secure their future. In May 2017, Mike Wiedt, with 33 years of financial services experience, joined the team. Alum Rock Wealth Management offers a range of services to help clients achieve their financial goals, including retirement planning and investment management. The institution is affiliated with Cambridge Investment Research, Inc., a broker-dealer, and Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
1263, 1910 Cochran Rd # 610, Pittsburgh, PA 15220, United States -
PWA Wealth Management
● ClosedPWA Wealth Management, located at 542 Rugh Street in Greensburg, Pennsylvania, is a finance institution that offers comprehensive wealth management and investment advisory services to clients of all types. Our Pittsburgh financial advisors provide services such as committee education, donor development, OCIO services, performance reporting, and investment management to nonprofit clients. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, our advisors are ready 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 financial advisors utilize a centralized model and a deep bench of resources to provide a top-notch experience for every client. With a commitment to developing and strengthening client relationships, our team at PWA Wealth Management prioritizes your needs above all else.
542 Rugh St, Greensburg, PA 15601, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 1225 South Main Street in Greensburg, Pennsylvania, United States, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the branch provides financial strategies tailored to each client's unique goals and challenges. Beyond wealth planning, advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. Committed to client service and satisfaction, the advisors at Merrill Lynch Wealth Management work closely with clients to understand their personal and professional goals, as well as lifestyle and multi-generational issues. By leveraging industry analysts and specialists, advisors create financial strategies designed to meet each client's long-term objectives. The branch also actively participates in volunteerism and charitable outreach to support the communities in which they operate.
1225 S Main St Suite 401, Greensburg, PA 15601, United States -
Mauch Chunk Trust Wealth Management
● ClosedMauch Chunk Trust Wealth Management is a reputable financial institution located at 1202 North Street in Jim Thorpe, Pennsylvania, United States. Specializing in wealth management, this institution offers a range of services to help clients effectively manage and grow their assets. With a team of experienced and knowledgeable professionals, Mauch Chunk Trust is dedicated to providing personalized financial solutions tailored to each client's unique needs and goals. Whether you are planning for retirement, investing for the future, or looking to protect your wealth, Mauch Chunk Trust Wealth Management is committed to helping you achieve financial success.
1202 North St, Jim Thorpe, PA 18229, United States -
FIDELITY ASSET MANAGEMENT
● ClosedFidelity Asset Management is a leading finance institution located at 101 North Blakely Street in Dunmore, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, Fidelity Asset Management specializes in helping clients achieve their investment goals through expert advice and personalized strategies. Their team of experienced professionals is dedicated to delivering exceptional results and building long-term relationships with their clients. Trust Fidelity Asset Management to help you navigate the complexities of the financial market and secure your financial future.
101 North Blakely Street, Dunmore, PA 18512, United States -
Conestoga Wealth Management
● ClosedConestoga 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.
600 Eagleview Blvd Suite 300, Exton, PA 19341, United States -
EP Wealth Advisors
● ClosedEP Wealth Advisors, located at 7 Dowlin Forge Road in Exton, Pennsylvania, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, EP Wealth takes a planning-based approach to address each client's unique needs. Their fee-only approach ensures objective investment recommendations. With a team of certified financial planners, tax professionals, estate experts, and portfolio managers, EP Wealth provides a personalized financial plan tailored to each client's situation and goals. They manage changes to investment portfolios and assist with estate planning, taxes, charitable giving, and more.
7 Dowlin Forge Rd, Exton, PA 19341, United States -
Pinnacle Advisor Group
● OpenPinnacle Advisor Group is a leading finance institution located at 2851 South Pike Avenue in Allentown, Pennsylvania, United States. We specialize in providing expert financial advice and services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to helping individuals and businesses make informed decisions about their finances. Whether you are looking to invest, plan for retirement, or manage your wealth, Pinnacle Advisor Group is here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you reach your financial pinnacle.
2851 S Pike Ave, Allentown, PA 18103, United States -
Cornerstone Advisors
● ClosedCornerstone Advisors is a leading financial institution located at 1802 Hamilton Street in Allentown, Pennsylvania. With a commitment to providing personalized and comprehensive financial services, Cornerstone Advisors offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our team of experienced advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how Cornerstone Advisors can help you secure your financial future.
1802 Hamilton St, Allentown, PA 18104, United States -
Independence Square Advisors
● ClosedIndependence Square Advisors is a finance institution located at 150 South Warner Road in King of Prussia, Pennsylvania, United States. We specialize in providing expert financial advice and services to help our clients achieve their financial goals. Our team of experienced advisors offers personalized solutions tailored to each client's unique financial situation. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Independence Square Advisors is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards financial independence.
150 S Warner Rd #300, King of Prussia, PA 19406, United States -
Douglas MacCormack - Raymond James
● OpenDouglas MacCormack - Raymond James is a finance institution located at 5360 Lincoln Highway in Gap, Pennsylvania, United States. With a focus on providing personalized financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we offer tailored solutions to meet your individual needs. Trust Douglas MacCormack - Raymond James to provide professional guidance and support as you navigate the complexities of the financial world.
5360 Lincoln Hwy, Gap, PA 17527, United States -
Wedmont Private Capital
● ClosedWedmont Private Capital is a finance institution located at 26 South Church Street in West Chester, Pennsylvania, United States. Our mission is to provide private wealth management services to sophisticated investors with assets in excess of $1,000,000 in a new and novel way. We believe that the traditional model of Private Wealth Management is broken, which is why we offer flat fee financial advisors who specialize in serving high-net-worth investors and families as fiduciaries. Our flat fee is significantly lower than industry averages, saving investors with $5,000,000 nearly $30,000 per year. By investing with Wedmont, clients gain access to strategies such as automatic tax loss harvesting, hedge funds, and private equity. Our credentialed advisors work closely with clients to develop comprehensive financial plans, always putting their best interests first as fiduciaries.
26 S Church St Suite 1A, West Chester, PA 19382, United States -
DT Investment Partners, LLC
● ClosedDT Investment Partners, LLC is a finance institution located at 1 Dickinson Drive in Chadds Ford, Pennsylvania, United States. As a privately-owned, SEC registered investment advisor, we specialize in providing institutional-quality investment management services for retail, high net worth, and small foundation and endowment clients. Our mission is to create customized, client-focused investment solutions, deliver exceptional service, and build long-lasting client relationships. At DT Investment Partners, LLC, we adhere to a higher standard of fiduciary responsibility, always acting in the best interest of our clients and surpassing simply providing suitable advice. Our core elements for a successful client experience include offering customized solutions and a relationship-driven approach. Our experienced principals serve as investment managers for individuals, families, and institutions, ensuring that each client receives personalized attention and expert guidance.
1 Dickinson Dr, Chadds Ford, PA 19317, United States -
The Comprehensive Wealth Management Group
● ClosedThe Comprehensive Wealth Management Group is a leading financial institution located at 600 Willowbrook Lane in West Chester, Pennsylvania, United States. Specializing in providing tailored financial solutions for individuals and businesses, our team of experienced advisors offer a comprehensive range of services including investment management, retirement planning, estate planning, and risk management. With a commitment to helping clients achieve their financial goals and secure their future, The Comprehensive Wealth Management Group is dedicated to providing personalized and professional service to each and every client.
600 Willowbrook Ln #620, West Chester, PA 19382, United States -
Halftime Wealth Management
● ClosedHalftime Wealth Management is a premier financial institution located in Sciota, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or protect your assets, our knowledgeable team is here to provide personalized strategies and guidance. Visit us at 5784 U.S. 209 to learn more about how we can help you manage your wealth effectively.
5784 US-209 Suite 2, Sciota, PA 18354, United States -
Mid-Atlantic Wealth Advisory Group
● OpenLocated at 1777 Sentry Parkway West in Blue Bell, Pennsylvania, the Mid-Atlantic Wealth Advisory Group is a client-focused financial advisory firm. With a detailed and unique approach to planning and investing, we provide long-term financial guidance in a world of increasing change and uncertainty. Our services include individual wealth and retirement planning, business solutions, group benefits, college savings strategies, protection, estate planning, and investment advisory and management services for a variety of clients. As an independent firm, we can offer objective recommendations supported by Cetera Advisor Networks' national team of professionals.
VEVA 12, Suite 305, 1777 Sentry Pkwy W, Blue Bell, PA 19422, United States -
Febbo Wealth Management
● OpenFebbo Wealth Management is a leading finance institution located at 4030 William Penn Highway in Easton, Pennsylvania. Our dedicated team of financial experts is committed to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Febbo Wealth Management is here to help. With a focus on strategic investment planning and risk management, we strive to empower our clients to make informed financial decisions. Contact us today to learn more about how we can help you secure your financial future.
4030 William Penn Hwy, Easton, PA 18045, United States -
Preservation Wealth Management
● ClosedPreservation Wealth Management is a leading financial institution located at 630 Freedom Business Center Drive in King of Prussia, Pennsylvania, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients preserve and grow their assets for the long term. With a focus on personalized financial planning and investment strategies, we strive to provide our clients with the tools and guidance they need to achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Preservation Wealth Management is here to help you secure your financial future.
630 Freedom Business Center Dr, King of Prussia, PA 19406, United States -
Univest Investments, Inc.
● ClosedUnivest Investments, Inc. is a leading finance institution located at 4600 Broadway in Allentown, Pennsylvania. With a strong track record of providing expert financial advice and services, Univest Investments, Inc. is dedicated to helping clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our team of experienced professionals is here to assist you every step of the way. Trust Univest Investments, Inc. to be your partner in financial success.
4600 Broadway, Allentown, PA 18104, United States -
Pax Partners of Raymond James
● OpenPax Partners of Raymond James is a reputable finance institution located at 92 Lancaster Avenue in Devon, Pennsylvania, United States. With a focus on providing top-notch financial services, Pax Partners prides itself on offering personalized investment strategies and expert financial advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Pax Partners is dedicated to providing tailored solutions to meet your individual needs. Trust in Pax Partners of Raymond James for all your financial planning and investment needs.
92 Lancaster Ave Ste 205, Devon, PA 19333, United States -
Newbridge Wealth Management, LLC
● ClosedNewbridge Wealth Management, LLC is a private financial counseling firm located at 1000 Westlakes Drive in Berwyn, Pennsylvania, United States. We partner with clients across the US to simplify their financial lives, allowing them to fully live theirs. Our process-driven approach to financial planning provides comfort and clarity to our clients' long-term goals. We believe in a patient, disciplined approach to investment management that delivers value and peace of mind. Our goal is to be fully integrated and aware with our clients, acting as long-term partners with a family-office, multi-generational style. From saving to retirement planning, financing to estate administration, asset growth to risk protection, we cover all aspects of personal finance.
1000 Westlakes Dr #130, Berwyn, PA 19312, United States -
Buckingham Strategic Wealth
● ClosedLocated at 600 West Germantown Pike in Plymouth Meeting, Pennsylvania, Buckingham Strategic Wealth is a finance institution that specializes in providing personalized financial planning services. The Philadelphia team at Buckingham Strategic Wealth understands that each client's financial journey is unique, and they work to develop tailored solutions to help clients achieve their specific goals. As fiduciary financial advisors, the team prioritizes their clients' best interests when making financial decisions. With extensive experience in the Philadelphia area, the team at Buckingham Strategic Wealth focuses on goals-based financial planning, helping clients identify their short-term, intermediate, and long-term financial goals. By utilizing the resources available at Buckingham, the advisors ensure that the services provided are customized to meet each client's needs and preferences.
600 W Germantown Pike #400, Plymouth Meeting, PA 19462, United States
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