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

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

If you’re looking for qualified financial advisors in Morrisville, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 22 vetted financial advisors and 8 non-vetted financial advisors in Morrisville, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Morrisville, Pennsylvania have an average of 20 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 Morrisville, Pennsylvania

Patrick Thomas Sewards

Costello Asset Management

267-361-1798

Address

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

Jim Kilcommons

Princeton Global

609-945-1781

Address

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

Paul C. Koenig Jr.

Integrated Financial Partners

856-291-0142

Address

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

Chip Holston

LPL Financial

609-320-5144

Address

305 Fellowship Rd,
Suite 105,
Mount Laurel, NJ 08054 See Details

David Montemurro

Prudential

267-477-2040

Address

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

Michael Scavullo

Solebury Investment Group, Llc.

215-794-3393

Address

5266 Bailey Ct.,
Doylestown, PA 18901 See Details

Daniel Linn

Prudential

908-770-8521

Address

1905 Highway 33, Suite 12,
Clarksburg, NJ 08510 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Peter Gellman

Palmerston Group Advisors, LLC

732-248-5777

Address

320 Raritan Avenue, Suite 302,
Highland Park, NJ 08904 See Details

Sequoia Financial Group

888-225-3777

Address

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

Vanguard Personal Advisor

800-211-7806

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

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

Diversified, LLC

302-765-3500

Address

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

Frank Lepore

Bleakley Financial Group

973-244-4237

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

Farther Finance, LLC

646-494-2925

Address

4 World Trade Center,
New York, NY 10019 See Details

Edelman Financial Engines LLC

877-208-7414

Address

650 From Road, Suite 460,
Paramus, NJ 07652 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
PSC MANAGER LLC 1000 Floral Vale Boulevard, Suite 250 Yardley, PA, 19067	311756	$778,553,703	36	A percentage of AUM, Performance Based
APEX FINANCIAL ADVISORS, INC 85 South Main Street, Yardley, PA, 19067	155210	$537,914,172	553	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
VENTURA WEALTH MANAGEMENT 820 Township Line Road, Suite 100 Yardley, PA, 19067	152301	$518,166,137	1423	A percentage of AUM, Hourly charges, Fixed fees
CORDATUS WEALTH MANAGEMENT LLC 95 S. Main Street, Yardley, PA, 19067	282871	$457,769,515	866	A percentage of AUM, Fixed fees
THE ESTATE PLANNERS GROUP 37 S. Delaware Avenue, Suite 1 Yardley, PA, 19067	124418	$328,600,000	220	A percentage of AUM
PROMETHEUS CAPITAL MANAGEMENT CORP. 30 S. Main Street, Yardley, PA, 19067	121982	$223,708,629	684	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
YARDLEY WEALTH MANAGEMENT LLC 37 S. Main Street, Yardley, PA, 19067	134311	$191,978,207	508	A percentage of AUM, Fixed fees
CROSSOVER CAPITAL 113 Floral Vale Blvd, Yardley, PA, 19067	326625	$122,298,553	258	A percentage of AUM, Fixed fees, Performance Based, Other (FINANCIAL PLANNING AND CONSULTING)

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Find The Best Financial Advisors in Morrisville, Pennsylvania

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

List of Qualified Financial Advisors in Morrisville, Pennsylvania

Costello Asset Management

Address

Princeton Global

Address

Integrated Financial Partners

Address

LPL Financial

Address

Prudential

Address

Solebury Investment Group, Llc.

Address

Prudential

Address

Address

Palmerston Group Advisors, LLC

Address

Address

Address

Address

Address

Bleakley Financial Group

Address

Address

Address

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

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

Frequently Asked Questions

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

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