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

How To Find Best Financial Advisors & Planners in Exton?

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

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

List of Qualified Financial Advisors in Exton, Pennsylvania

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Jason Lazurick

Schuylkill Financial LLC

600 Eagleview Blvd.
Suite 300

Exton, PA 19341
(484) 3187188

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Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

100 Vanguard Blv V26

Malvern, PA 19355
(800) 2117806

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Robert McCullough

MC2 Financial Advisers, Inc.

24 S. Newtown Street Road
Suite 100

Newtown Square, PA 19073
(610) 3537777

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Matthew Wollick

Edelman Financial Engines, LLC

225 Wilmington West Chester Pike
Suite 200

Chadds Ford, PA 19317
(484) 6794903

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Andrew Rosen

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803
(302) 7653500

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David Levy, CFP®

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803
(302) 7653500

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Nick Filippo

Tower Bridge Advisors

101 West Elm Street, Suite 355

Conshohocken, PA 19428
(610) 2602222

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Paul MacCrory

Stifel Nicolaus

20 Ash St, 4th Floor

Conshohocken, PA 19428
(610) 5671969

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Amanda Salyer

Edelman Financial Engines, LLC

600 West Germantown Pike
Suite 100

Plymouth Meeting, PA 19462
(484) 6794900

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Chris Werner

Edelman Financial Engines, LLC

457 Haddonfield Road
Suite 310

Cherry Hill, NJ 08002
(856) 4526072

List of Additional Financial Advisors in Exton, Pennsylvania*

* Additional advisor listing is provided in partnership with Yext

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James Miller - Ameriprise Financial Services, LLC

314 Exton Cmns

Exton, PA 19341
6105241200

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First Resource Bank

800 Pottstown Pike

Exton, PA 19341
6103639400

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Brumbaugh Wealth Management

760 Constitution Drive
Suite 100

Exton, PA 19341
6104582495

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Edward Staudenmayer - Ameriprise Financial Services, LLC

855 Springdale Dr
Ste 100

Exton, PA 19341
6105946600

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Chester Springs Wealth Management Group - Ameriprise Financial Services, LLC

760 Constitution Dr
Ste 110

Exton, PA 19341
6104580808

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L Tom Burnley - Ameriprise Financial Services, LLC

855 Springdale Dr
Ste 100

Exton, PA 19341
4848796021

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Tom Graybill - Ameriprise Financial Services, LLC

314 Exton Cmns

Exton, PA 19341
6105241200

* Additional advisor listing is provided in partnership with Yext

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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