Find a Financial Planner in Berwyn, PA

 

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We Only Work With The Best Berwyn 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Berwyn, PA

  • Financial Advisor Close to Berwyn, 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

 

How Can a CFP® in Berwyn Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Berwyn area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Berwyn is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
23.4% of Berwyn's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Berwyn area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Berwyn area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Berwyn area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Berwyn area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Pennsylvania has unique laws defining which actions trigger a taxable event and has the 23rd highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Berwyn area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Berwyn area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 3,531
  • % of Population 62 Years and Over: 23.4%
  • Average Home Value: $480,800
  • Average Monthly Housing Cost: $1,755
  • Average Household Income: $139,205
  • 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 Berwyn, PA


BRINKER CAPITAL INVESTMENTS, LLC.

Website

(610) 407-5500

1055 Westlakes Drive
Suite 250
Berwyn, PA 19312

SEC#: 801-57265
Years in Business: 21 years

VALLEY FORGE INVESTMENT CONSULTANTS, INC.

Website

(610) 783-6650

1000 Westlakes Drive
Suite 200
Berwyn, PA 19312

SEC#: 801-107519
Years in Business: 5 years

ZEKE CAPITAL ADVISORS, LLC

Website

(610) 572-4529

1205 Westlakes Drive
Suite 270
Berwyn, PA 19312

SEC#: 801-69179
Years in Business: 13 years

TRINITY WEALTH MANAGEMENT, LLC

Website

(610) 296-2020

1000 Westlakes Dr.
Suite 275
Berwyn, PA 19312

SEC#: 801-114053
Years in Business: 2 years

ELLIS INVESTMENT PARTNERS, LLC

Website

(484) 320-6300

920 Cassatt Road
200 Berwyn Park, Suite 115
Berwyn, PA 19312

SEC#: 801-73011
Years in Business: 9 years

CARNEGIE WEALTH MANAGEMENT, LLC

Website

(610) 640-4300

920 Cassatt Road
Suite 202
Berwyn, PA 19312

SEC#: 801-114906
Years in Business: 2 years

STANLEY-LAMAN GROUP LTD.

Website

(610) 993-9100

1235 Westlakes Dr
Suite 295
Berwyn, PA 19312

SEC#: 801-45568
Years in Business: 27 years

TRINITY FINANCIAL PARTNERS II, LLC

Website

(610) 687-8040

1189 Lancaster Avenue, Suite 101

Berwyn, PA 19312

SEC#: 801-116705
Years in Business: 2 years

KISTLER-TIFFANY ADVISORS

Website

(610) 722-3300

200 Berwyn Park
920 Cassatt Road, Suite 205
Berwyn, PA 19312

SEC#: 801-68502
Years in Business: 13 years

STERLING INVESTMENT ADVISORS LTD.

Website

(610) 560-0400

1055 Westlakes Drive
Suite 150
Berwyn, PA 19312

SEC#: 801-66769
Years in Business: 15 years