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 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.

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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Find The Best Financial Advisors in Wayne, 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 Wayne is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Wayne & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Wayne, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 16 vetted financial advisors and 23 non-vetted financial advisors in Wayne, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Wayne, Pennsylvania have an average of 19 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 Wayne, Pennsylvania

Matthew Haraburda

Bernardo Wealth Planning

610-420-0224

Address

527 Green Hill Lane,
Berwyn, PA 19312 See Details

Sequoia Financial Group

888-225-3777

Address

1205 Westlakes Dr., Suite 270,
Berwyn, PA 19312 See Details

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

Vanguard Personal Advisor

800-211-7806

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

Mike Weber

Blue Bell Private Wealth Management

610-825-3540

Address

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

David Montemurro

Prudential

267-477-2040

Address

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

Diversified, LLC

302-765-3500

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details

Patrick Thomas Sewards

Costello Asset Management

267-361-1798

Address

1234 Bridgetown Pike,
Suite 210,
Feasterville, PA 19053 See Details

Paul C. Koenig Jr.

Integrated Financial Partners

856-291-0142

Address

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

Edelman Financial Engines, LLC

877-208-7414

Address

6081 Hamilton Boulevard,
Suite 600,
Allentown, PA 18106 See Details

Jim Kilcommons

Princeton Global

609-945-1781

Address

17 Hulfish Street, Suite 240,
Princeton, NJ 08542 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
LINCOLN FINANCIAL INVESTMENTS CORPORATION 150 N. Radnor - Chester Rd, Radnor, PA, 19087	108881	$85,595,921,962	129	A percentage of AUM
EXETER PROPERTY GROUP, LLC Five Radnor Corporate Center, 100 Matsonford Road, Suite 250 Radnor, PA, 19087	161935	$26,610,669,375	14	A percentage of AUM, Performance Based
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 555 East Lancaster Avenue, Suite 120 Radnor, PA, 19087	106256	$9,790,237,824	57	A percentage of AUM, Performance Based
TIFF INVESTMENT MANAGEMENT 170 N. Radnor Chester Rd., Suite 300 Radnor, PA, 19087	327436	$5,700,713,103	65	A percentage of AUM, Fixed fees, Performance Based, Other (CARRIED INTEREST-CERTAIN PE VEHICLES)
CALLAN FAMILY OFFICE, LLC 201 King Of Prussia Road, Suite 650 Radnor, PA, 19087	317446	$4,767,784,116	1229	A percentage of AUM, Fixed fees
LOVELL MINNICK PARTNERS LLC 555 E. Lancaster Avenue, Suite 510 Radnor, PA, 19087-5163	156494	$4,462,554,954	26	A percentage of AUM, Performance Based
LBC CREDIT PARTNERS 555 East Lancaster Ave., Suite 450 Radnor, PA, 19087	157628	$3,505,220,660	11	A percentage of AUM, Performance Based
NORDWAND ADVISORS 150 N. Radnor Chester Rd, Suite A270 Radnor, PA, 19087	322936	$3,492,631,540	109	A percentage of AUM, Fixed fees
STEVENS CAPITAL MANAGEMENT LP 201 King Of Prussia Road, Suite 400, Radnor, PA, 19087	161202	$3,223,398,154	4	A percentage of AUM, Performance Based
NEWSPRING CAPITAL Radnor Financial Center, 555 E. Lancaster Ave, 3rd Floor Radnor, PA, 19087	160608	$3,073,002,119	26	A percentage of AUM, Performance Based
TIFF INVESTMENT MANAGEMENT 170 N. Radnor Chester Rd, Suite 300 Radnor, PA, 19087	156308	$1,758,203,761	1	A percentage of AUM
CLEARVIEW FINANCIAL PARTNERS 100 Matsonford Road, Building #5, Suite 110 Radnor, PA, 19087	286168	$1,072,758,969	1030	A percentage of AUM, Hourly charges, Fixed fees
PATRIOT FINANCIAL MANAGER, L.P. Four Radnor Corporate Center, 100 Matsonford Road Suite 210 Radnor, PA, 19087	159818	$1,038,949,900	5	A percentage of AUM, Performance Based, Other (DIRECTOR FEES)
STONERIDGE PMG ADVISORS, LLC 201 King Of Prussia Road, Suite 200 Radnor, PA, 19087	107662	$981,726,460	30	A percentage of AUM
PRESILIUM PRIVATE WEALTH, LLC 150 North Radnor Chester Road, Ste F110 Radnor, PA, 19087	318345	$554,248,200	1402	A percentage of AUM

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Find The Best Financial Advisors in Wayne, Pennsylvania

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

List of Qualified Financial Advisors in Wayne, Pennsylvania

Bernardo Wealth Planning

Address

Address

Address

Address

Address

Blue Bell Private Wealth Management

Address

Prudential

Address

Address

Address

Costello Asset Management

Address

Integrated Financial Partners

Address

Address

Princeton Global

Address

Address

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

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

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

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

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