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Find Best Financial Advisors in Easton, Pennsylvania

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 Easton is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Easton & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Easton?

Looking for a qualified financial advisor in Easton? We can help you by narrowing down your options & listing the best financial advisors in Easton as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Easton near you with the list of certified and vetted Easton financial advisors.

List of Qualified Financial Advisors in Easton, Pennsylvania

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Keith B Hawk

Hawk Financial Group

400 Northampton St.
Suite 300

Easton, PA 18042

610-500-5000

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Amanda Salyer

Edelman Financial Engines, LLC

600 West Germantown Pike
Suite 100

Plymouth Meeting, PA 19462

484-679-4901

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Kevin Shea

Edelman Financial Engines, LLC

51 JFK Parkway

Short Hills, NJ 07078

862-206-7431

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Peter D. Shelp

Janney Montgomery Scott LLC

# Office Center 270 270 Pierce Street

Kingston, PA 18704

570-283-8140

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Al Osgood

Financial Freedom LLC

5 Great Valley Parkway
Suite 210

Malvern, PA 19355

610-296-9500

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Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

100 Vanguard Blv V26

Malvern, PA 19355

800-211-7806

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Bobby Cremins

Metanoia Financial

2400 Market Street
Suite 200

Philadelphia, PA 19103

267-858-6847

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Chris Werner

Edelman Financial Engines, LLC

457 Haddonfield Road
Suite 310

Cherry Hill, NJ 08002

856-452-6072

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Personal Capital

Personal Capital

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Prince, NY 10012

650-556-1310

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Andrew Rosen

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803

302-765-3500

Top Financial Advisor Firms in Pennsylvania (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
IAM ADVISORY LLC
137 North Second Street, Easton, PA 18042
305492 $526,125,315 2429 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in Pennsylvania

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Blue Water Financial, LLC
Inquire with Blue
400 South Greenwood Ave. 3rd Floor, Suite 300 Easton, PA 18045 610-438-0988
Alex Morrow
Inquire with Alex
101 Larry Holmes Dr, Suite 301 Easton, PA 18042 610-559-6381
Morgan Stanley Financial Advisors
Inquire with Morgan
101 Larry Holmes Dr, Suite 301 Easton, PA 18042 610-515-1062
The Godown / Wilson Group
Inquire with Godown
101 Larry Holmes Dr, Suite 301 Easton, PA 18042 610-559-6399
Gary L Guzzi
Inquire with Gary
101 Larry Holmes Dr, Suite 301 Easton, PA 18042 610-559-6385
Robert L Godown
Inquire with Robert
101 Larry Holmes Dr, Suite 301 Easton, PA 18042 610-559-6399
Christopher M Wilson
Inquire with Christopher
101 Larry Holmes Dr, Suite 301 Easton, PA 18042 610-559-6397
Sondrine N Gutierrez
Inquire with Sondrine
101 Larry Holmes Dr, Suite 301 Easton, PA 18042 610-559-6391
Michael R Glovas
Inquire with Michael
101 Larry Holmes Dr, Suite 301 Easton, PA 18042 610-559-6380
Valor Wealth Management
Inquire with Valor
123 South 3rd Street, Suite 4 Easton, PA 18042 610-295-5593

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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