Find a Financial Advisor in Berks County, PA

 

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We did the hard work of finding trustworthy partners in Berks County, PA.

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We Only Work With The Best Berks County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Berks County, PA


  • Financial Advisor Close to Berks County, PA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Berks County, PA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Berks County, PA

We evaluated over 13,000 RIA firms to bring you the best of the best Berks County financial advisors.
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How Retirement-Friendly is Berks County, PA?

  • Population: 418,025
  • % of Population 62 Years and Over: 20.3%
  • Average Home Value: $186,900
  • Average Monthly Housing Cost: $1,079
  • Average Household Income: $82,739
  • Pennsylvania Total Tax Burden: 8.46% (23rd Highest in U.S.)
  • Pennsylvania Property Tax: 2.82% (24th Highest in U.S.)
  • Pennsylvania Individual Income Tax: 2.52% (19th Highest in U.S.)
  • Pennsylvania Sales and Excise Tax: 3.12% (19th Lowest in U.S.)



The Top Financial Advisor Firms in Berks County, PA

 

GOOD LIFE ADVISORS, LLC

Website

(610) 898-6927

2395 Lancaster Pike

Reading, PA 19607

SEC#: 801-80003
Years in Business: 7 years

LINDENWOLD ADVISORS, LLC

Website

(610) 396-2448

505 Penn Street Suite 200

Reading, PA 19601

SEC#: 801-118561
Years in Business: 1 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(610) 779-3777

2481 Lancaster Pike

Reading, PA 19607

SEC#: 801-79938
Years in Business: 7 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(610) 779-3777

2481 Lancaster Pike

Reading, PA 19607

SEC#: 801-79938
Years in Business: 7 years

ARCHER INVESTMENT CORPORATION

Website

(610) 670-1633

2516 Penn Avenue

Reading, PA 19609

SEC#: 801-64607
Years in Business: 16 years

GIRARD ADVISORY SERVICES, LLC

Website

(484) 245-4598

1103 Rocky Drive

Reading, PA 19609

SEC#: 801-60354
Years in Business: 20 years

FUSION INVESTMENT ADVISORS LLC

Website

(610) 916-0477

1101 Rhodora Ave

Reading, PA 19605

SEC#: 801-72171
Years in Business: 10 years

ASSET MANAGEMENT AND PLANNING, LLC

Website

(610) 796-6820

2433 Morgantown Road
Suite 103
Reading, PA 19607

SEC#: 801-60743
Years in Business: 20 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(610) 779-3777

2481 Lancaster Pike

Reading, PA 19607

SEC#: 801-79938
Years in Business: 7 years

 


Berks County, PA Financial Advisor FAQs

Many factors affect the cost of a professional financial advisor including their expertise and other qualifications such as an MBA (Master's in Business Administration) and CFA (Chartered Financial Analyst). Fee structures also vary, with some advisors charging a flat fee while others charge fees based on assets under control.
Yes. Your best bet when it comes to investing your money is to take advantage of all available resources in order to make informed decisions that serve you best and the best place to find that is through an expert in financial management.
A financial advisor's job is to help people develop a plan that will allow them to live successfully today while also planning for tomorrow. They help clients identify threats and opportunities, then design solutions that lead them down the road of achieving their goals.
Find out how many years they've been in this business and what kinds of accounts he or she has managed before. You want to make sure that possible advisors have experience working with people like you.