Find a Financial Planner in Blue Bell, PA

 

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We Only Work With The Best Blue Bell 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 Blue Bell, PA


  • Financial Advisor Close to Blue Bell, 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 Blue Bell Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Blue Bell area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Blue Bell typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
27.3% of Blue Bell's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Blue Bell area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Blue Bell area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Blue Bell area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Blue Bell area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 is a service offered by many financial advisors, planners, and other professionals in the Blue Bell area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Blue Bell area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 6,250
  • % of Population 62 Years and Over: 27.3%
  • Average Home Value: $457,800
  • Average Monthly Housing Cost: $1,840
  • Average Household Income: $178,072
  • 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 Blue Bell, PA


FIRST CAPITAL INVESTMENT PARTNERS, LLC

Website

(267) 329-7620

512 East Township Line Road
5 Valley Square
Blue Bell, PA 19422

SEC#: 801-111707
Years in Business: 3 years

PERSIMMON CAPITAL MANAGEMENT LP

Website

(484) 572-0500

1777 Sentry Parkway West
Veva 14, Suite 102
Blue Bell, PA 19422

SEC#: 801-56210
Years in Business: 22 years

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Website

(610) 825-3540

Blue Bell Executive Campus
470 Norristown Road, Suite 305
Blue Bell, PA 19422

SEC#: 801-64005
Years in Business: 16 years

FIRST CAPITAL ADVISORS GROUP, LLC

Website

(267) 329-7620

512 East Township Line Road
5 Valley Square
Blue Bell, PA 19422

SEC#: 801-106606
Years in Business: 5 years

MERIDIAN WEALTH PARTNERS, LLC

Website

(610) 272-4700

653 Skippack Pike
Ste 210
Blue Bell, PA 19422

SEC#: 801-110067
Years in Business: 4 years

NORTHSTAR ASSET MANAGEMENT LLC

Website

(484) 342-4200

488 Norristown Road
Suite 142
Blue Bell, PA 19422

SEC#: 801-57654
Years in Business: 21 years

BORER DENTON & ASSOCIATES, INC.

Website

(610) 238-0888

610 Sentry Parkway, Suite 100

Blue Bell, PA 19422

SEC#: 801-66225
Years in Business: 15 years