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Find Best Financial Advisors in Exton, 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 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

484-318-7188

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James Graves

Joppa Mill Advisors Ltd.

2048 Remington Dr.

Chester Springs, PA 19425

302-367-6856

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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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David Levy

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803

302-765-3500

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Andrew Rosen

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803

302-765-3500

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Tower Bridge Advisors

Tower Bridge Advisors

101 West Elm Street, Suite 355

Conshohocken, PA 19428

610-260-2222

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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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Bobby Cremins

Metanoia Financial

2400 Market Street
Suite 200

Philadelphia, PA 19103

267-858-6847

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Nicholas Vali

Diamond State Financial Group

121 Continental Drive, Suite 110

Newark, DE 19713

302-366-0366

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Chris Werner

Edelman Financial Engines, LLC

457 Haddonfield Road
Suite 310

Cherry Hill, NJ 08002

856-452-6072

Top Financial Advisor Firms in Pennsylvania (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
PROWELL FINANCIAL MANAGEMENT, LLC
717 Constitution Drive, Suite 102 Exton, PA 19341
281762 $1,102,840,949 234 A percentage of AUM
Fixed fees
WEALTH MANAGEMENT SOLUTIONS
300 North Pottstown Pike, Suite 240 Exton, PA 19341
264793 $385,535,080 1382 A percentage of AUM
Hourly charges
Fixed fees
WARREN FINANCIAL SERVICE
7 Dowlin Forge Rd, Exton, PA 19341
119066 $365,581,303 363 A percentage of AUM
Performance Based
BIRCH RUN INVESTMENTS, LLC
211 Welsh Pool Road, Suite 234 Exton, PA 19341
285285 $271,477,661 48 A percentage of AUM
Performance Based
SUMMIT GROUP RETIREMENT PLANNERS, INC.
431 Exton Commons, Exton, PA 19341
169823 $221,818,000 275 A percentage of AUM
Hourly charges
Fixed fees
EHB FINANCIAL RESOURCES MANAGEMNT, INC.
211 Welsh Pool Road, Suite 110 Exton, PA 19341
116186 $129,700,000 85 A percentage of AUM

Additional Financial Advisors in Pennsylvania

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
James Miller
Inquire with James
314 Exton Cmns, Exton, PA 19341 610-524-1200
Chester Springs Wealth Management Group
Inquire with Chester
760 Constitution Dr, Ste 110 Exton, PA 19341 610-458-0808
Edward Staudenmayer
Inquire with Edward
855 Springdale Dr, Ste 100 Exton, PA 19341 610-594-6600
L Tom Burnley
Inquire with L
855 Springdale Dr, Ste 100 Exton, PA 19341 484-879-6021
Tom Graybill
Inquire with Tom
314 Exton Cmns, Exton, PA 19341 610-524-1200
Brumbaugh Wealth Management
Inquire with Brumbaugh
760 Constitution Drive, Suite 100 Exton, PA 19341 610-458-2495
First Resource Bank
Inquire with First
800 Pottstown Pike, Exton, PA 19341 610-363-9400
Thomas Hayn
Inquire with Thomas
50 E Uwchlan Ave, Exton, PA 19341 610-259-3100
John Schaule
Inquire with John
308 East Lincoln Highway, Exton, PA 19341 610-524-0241
Brad Krajsa
Inquire with Brad
760 Constitution Dr, Ste 110 Exton, PA 19341 610-458-0808

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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