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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Pennsylvania involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Pennsylvania?

We at can help you solve your dilemma by narrowing down the top registered financial advisors in Pennsylvania to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Pennsylvania financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Pennsylvania


Michael Scavullo

Solebury Investment Group, Llc.

5266 Bailey Ct.

Doylestown, PA 18901
(215) 7943393


Chris Makosch

Schuylkill Financial, LLC

711 Spring Street

Wyomissing, PA 19610
(610) 6701656


Nick Filippo

Tower Bridge Advisors

101 West Elm Street, Suite 355

Conshohocken, PA 19428
(610) 2602222


Robert Holland

The Philadelphia Group

150 South Warner Road
Suite 300

King Of Prussia, PA 19406
(610) 5201500


Michael Marion

Marion Wealth Management

2790 Monroeville
Suite 640

Monroeville, PA 15146
(412) 3723849


Rebecca Pawuk

Edelman Financial Engines, LLC

201 Penn Center Blvd
Building 1, Suite 400

Pittsburgh, PA 15235
(724) 7797795


Rebecca Pawuk

Edelman Financial Engines, LLC

651 Holiday Drive
Building 5, Suite 400

Pittsburgh, PA 15220
(724) 7797795


Rebecca Pawuk

Edelman Financial Engines, LLC

1605 Carmody Court
Building IV, Suite 100

Sewickley, PA 15143
(724) 7797795


Amanda Salyer

Edelman Financial Engines, LLC

600 West Germantown Pike
Suite 100

Plymouth Meeting, PA 19462
(610) 2398323


David Coult. CFP®

Milestone Financial Associates

330 E. Main St.

Macungie, PA 18062
(610) 4218777


Robert McCullough

MC2 Financial Advisers, Inc.

24 S. Newtown Street Road
Suite 100

Newtown Square, PA 19073
(610) 3537777


Matthew Wollick

Edelman Financial Engines, LLC

225 Wilmington West Chester Pike
Suite 200

Chadds Ford, PA 19317
(610) 2398323


Peter D. Shelp,CFP®

Janney Montgomery Scott LLC

# Office Center 270 270 Pierce Street

Kingston, PA 18704
(570) 2838140


Brian J. Donley CFP®

Summit Wealth Advisors

9043 Perry Highway

Pittsburgh, PA 15237
(412) 3673980


Ash Toumayants

Strong Tower Associates

901 University Drive Suite 100

State College, PA 16801
(814) 3259806


Jason Lazurick

Schuylkill Financial LLC

600 Eagleview Blvd.
Suite 300

Exton, PA 19341
(484) 3187188


Steve DeCesare, CFP®

DeCesare Retirement Specialists

1515 Market Street
Suite 1200

Philadelphia, PA 19102
(856) 2353830

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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