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.

DIRECTORY OF REGISTERED ADVISORS

National Coverage
Local Professionals

Home > Financial Advisors > pennsylvania > west chester

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

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

If you’re looking for qualified financial advisors in West Chester, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 14 vetted financial advisors and 12 non-vetted financial advisors in West Chester, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in West Chester, Pennsylvania have an average of 23 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 West Chester, Pennsylvania

Scott McGraw

MERIT Investment Management

484-473-8413

Address

2 West Market Street,
Suite 100,
West Chester, PA 19375 See Details

Vanguard Personal Advisor

800-211-7806

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

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

Diversified, LLC

302-765-3500

Address

3705 Concord Pike,
Talleyville Postal Store, DE 19803 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

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

Chris Schiesser

Prudential

410-937-7578

Address

303 International Cir #105,
Hunt Valley, MD 21030 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

4050 Crums Mill Road,
Suite 204,
Harrisburg, PA 17112 See Details

Facet

443-376-6222

Address

400 East Pratt Street,
8th Floor,
Baltimore, MD 21202 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
VENERABLE INVESTMENT ADVISERS, LLC 1475 Dunwoody Drive, Suite 200 West Chester, PA, 19380	330755	$9,803,013,288	5	A percentage of AUM
WEALTHCARE ADVISORY PARTNERS LLC 1065 Andrew Drive, West Chester, PA, 19380	171976	$4,541,661,225	17793	A percentage of AUM, Hourly charges, Fixed fees
WEDMONT PRIVATE CAPITAL 26 South Church Street, Suite 1a West Chester, PA, 19382	305815	$2,370,836,249	2017	Fixed fees
KEY FINANCIAL, INC. 1045a Andrew Drive, West Chester, PA, 19380	116240	$2,166,191,568	4427	A percentage of AUM, Fixed fees, Commission Based, Other (FINANCIAL PLANNING RETAINER)
MARKET STREET WEALTH MANAGEMENT 999 West Chester Pike, Suite 202 West Chester, PA, 19382	155157	$589,151,971	2376	A percentage of AUM, Hourly charges, Fixed fees, Other (PAYMENT FOR CLIENT REFERRALS)
MARQUETTE ASSOCIATES, INC. 600 Willowbrook Lane, Suite 610 West Chester, PA, 19382	118655	$410,559,528	12	A percentage of AUM, Hourly charges, Fixed fees, Other (RETAINER BASED FEE)
FINANCIAL COACH 940 E. Boot Rd., Suite 101 West Chester, PA, 19380	170478	$346,775,812	717	A percentage of AUM, Hourly charges, Fixed fees
TRINITY INVESTMENT ADVISORS, LLC 136 North Church, West Chester, PA, 19380	141039	$300,990,891	33	A percentage of AUM, Fixed fees
BALLAST FINANCIAL ADVISORS, LLC 535 N. Church St., Suite 205 West Chester, PA, 19380	304430	$247,372,928	1343	A percentage of AUM, Hourly charges, Fixed fees
STONECROP WEALTH ADVISORS, LLC 2 West Market Street, Suite 200 West Chester, PA, 19382	306486	$235,907,635	772	A percentage of AUM, Fixed fees
WEALTHCARE CAPITAL PARTNERS, LLC 1065 Andrew Drive, West Chester, PA, 19380	330300	$160,589,922	801	A percentage of AUM, Hourly charges, Fixed fees
GLOBAL BETA ADVISORS 9 N. Five Points Road, Suite 4 West Chester, PA, 19380	298176	$25,513,027	6	Fixed fees, Performance Based

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

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in West Chester, Pennsylvania

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

List of Qualified Financial Advisors in West Chester, Pennsylvania

MERIT Investment Management

Address

Address

Bernardo Wealth Planning

Address

Address

Address

Address

Address

Address

Princeton Global

Address

Prudential

Address

Address

Address

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

Select other cities around West Chester, 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 West Chester, Pennsylvania
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy