Find a Financial Planner in Bryn Mawr, PA

 

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We Only Work With The Best Bryn Mawr Financial Advisors


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

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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 Bryn Mawr, PA


  • Financial Advisor Close to Bryn Mawr, 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 Bryn Mawr Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Bryn Mawr area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Bryn Mawr include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
18.0% of Bryn Mawr'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 Bryn Mawr area can create a custom plan and walk with you each step of the way.
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 Bryn Mawr 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 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 Bryn Mawr area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Bryn Mawr 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 Bryn Mawr 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Bryn Mawr area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 3,708
  • % of Population 62 Years and Over: 18%
  • Average Home Value: $333,300
  • Average Monthly Housing Cost: $1,518
  • Average Household Income: $105,870
  • 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 Bryn Mawr, PA


MCGOWAN & CO LLP

Website

(610) 520-2400

937 Glenbrook Ave

Bryn Mawr, PA 19010

SEC#: 801-56326
Years in Business: 22 years

SPOUTING ROCK ASSET MANAGEMENT, LLC

Website

(610) 788-2128

925 W. Lancaster Ave.
Suite 250
Bryn Mawr, PA 19010

SEC#: 801-80642
Years in Business: 6 years

SPOUTING ROCK FUND MANAGEMENT

Website

(610) 788-2128

925 W. Lancaster Ave
Suite 250
Bryn Mawr, PA 19010

SEC#: 801-80175
Years in Business: 6 years

DAKOTA INVESTMENTS, LLC

Website

(610) 937-5211

925 W. Lancaster Avenue
Suite 220
Bryn Mawr, PA 19010

SEC#: 801-112120
Years in Business: 3 years

ATAIROS MANAGEMENT, L.P.

Website

(484) 381-4144

40 Morris Avenue

Bryn Mawr, PA 19010

SEC#: 801-106882
Years in Business: 5 years