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Find The Best Financial Advisors in Bala Cynwyd, Pennsylvania

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Bala Cynwyd is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Bala Cynwyd & pick the one as per your needs

How To Find The Best Financial Advisors in Bala Cynwyd , Pennsylvania
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Bala Cynwyd, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 13 vetted financial advisors and 8 non-vetted financial advisors in Bala Cynwyd, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Bala Cynwyd, Pennsylvania have an average of 20 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Bala Cynwyd , Pennsylvania

Edelman Financial Engines, LLC

877-208-7414

Address

Tower Bridge Advisors

610-260-2222

Address

300 Barr Harbor Drive, Suite 705,
West Conshohocken, PA 19428 See Details

Mike Weber

Blue Bell Private Wealth Management

610-825-3540

Address

470 Norristown Road,
Suite #305,
Blue Bell, PA 19422 See Details

Vanguard Personal Advisor

800-211-7806

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

David Montemurro

Prudential

267-477-2040

Address

2700 Kelly Road, Suite 100D,
Warrington, PA 18976 See Details

Paul C. Koenig Jr.

Integrated Financial Partners

856-291-0142

Address

1300 Route 73 Suite 314,
Mount Laurel, NJ 08054 See Details

Diversified, LLC

302-765-3500

Address

3705 Concord Pike,
Talleyville Postal Store, DE 19803 See Details

Michael Scavullo

Solebury Investment Group, Llc.

215-622-7741

Address

5266 Bailey Ct.,
Doylestown, PA 18901 See Details

Frank Lepore

Bleakley Financial Group

973-244-4237

Address

300 Kimball Drive,
Suite 310,
Parsippany, NJ 07054 See Details

Top Financial Advisor Firms in Bala Cynwyd, Pennsylvania(Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
FRANKLIN PARK Three Bala Plaza, Suite 500 West Bala Cynwyd, PA, 19004	126508	$8,627,543,828	47	A percentage of AUM, Fixed fees, Performance Based
RADCLIFFE CAPITAL MANAGEMENT, L.P. 50 Monument Road, Suite 300 Bala Cynwyd, PA, 19004	136028	$4,430,512,575	26	A percentage of AUM, Performance Based
MINERVA ADVISORS LLC 50 Monument Road Suite 201, Bala Cynwyd, PA, 19004	161408	$303,386,699	7	A percentage of AUM, Performance Based
EAB INVESTMENT GROUP, LLC 150 Monument Road, Suite 207 Bala Cynwyd, PA, 19004	165865	$219,602,003	1	A percentage of AUM, Fixed fees
ODYSSEY CAPITAL ADVISORS INC. 2 Bala Plaza, Suite 515 Bala Cynwyd, PA, 19004	299034	$122,052,326	550	A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES & PERCENTAGE OF PLAN ASSETS)
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC 2 Bala Plaza Suite 604, Bala Cynwyd, PA, 19004	294016	$47,948,516	62	A percentage of AUM, Other (CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS)
EASTERLY EAB RISK SOLUTIONS LLC 150 Monument Road, Suite 207 Bala Cynwyd, PA, 19004	312382	$0	0	A percentage of AUM, Fixed fees
AWH FINANCIAL, LLC One Belmont Avenue, Suite 1000 Bala Cynwyd, PA, 19004	285183	$0	0	Other (PERCENTAGE OF FEES SOLICITED)

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Find The Best Financial Advisors in Bala Cynwyd, Pennsylvania

How To Find The Best Financial Advisors in Bala Cynwyd , PennsylvaniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Bala Cynwyd , Pennsylvania

Address

Address

Blue Bell Private Wealth Management

Address

Address

Prudential

Address

Integrated Financial Partners

Address

Address

Solebury Investment Group, Llc.

Address

Bleakley Financial Group

Address

Top Financial Advisor Firms in Bala Cynwyd, Pennsylvania(Ranked by AUM)

Select other cities around Bala Cynwyd, Pennsylvania to broaden your search for a financial advisor

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How To Find The Best Financial Advisors in Bala Cynwyd , Pennsylvania
Last Updated - 13-Jun-2023

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