Find a Financial Planner in Bucks County, PA

 

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

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We Only Work With The Best Bucks 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 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 Bucks County, PA


  • Financial Advisor Close to Bucks 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

 

How Can a CFP® in Bucks County 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 Bucks County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Bucks County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
22.4% of Bucks County'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 Bucks County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Bucks County area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 Bucks County area.
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 Bucks County 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 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 Bucks County 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 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 Bucks County area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 626,806
  • % of Population 62 Years and Over: 22.4%
  • Average Home Value: $338,300
  • Average Monthly Housing Cost: $1,523
  • Average Household Income: $118,035
  • 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 Bucks County, PA


TFG WEALTH MANAGEMENT, LLC

Website

(866) 296-8156

642 Newtown-Yardley Road
Suite 115
Newtown, PA 18940

SEC#: 801-116753
Years in Business: 1 years

INSIGHT ADVISORS, LLC

Website

(215) 550-6011

10 N. State Street

Newtown, PA 18940

SEC#: 801-78355
Years in Business: 7 years

46 PEAKS INVESTMENT ADVISORY GROUP

Website

(215) 497-8310

760 Newtown Yardley Road
Suite 114
Newtown, PA 18940

SEC#: 801-117945
Years in Business: 1 years

VERICREST PRIVATE WEALTH, LLC

Website

(215) 809-2002

41 University Drive
Suite 400
Newtown, PA 18940

SEC#: 801-119692
Years in Business: 0 years

MAIN STREET FINANCIAL SOLUTIONS, LLC

Website

(609) 730-9222

503 E. Washington Avenue
Suite 1C
Newtown, PA 18940

SEC#: 801-117871
Years in Business: 1 years

CORDATUS WEALTH MANAGEMENT LLC

Website

(215) 579-5981

10 North State St
1st Floor
Newtown, PA 18940

SEC#: 801-107770
Years in Business: 5 years

INNOVA WEALTH PARTNERS, LLC

Website

(888) 270-1574

12 Terry Drive
Suite 203
Newtown, PA 18940

SEC#: 801-117798
Years in Business: 1 years

BRICK & KYLE ASSOCIATES INC

Website

(215) 493-8787

905 Mt Eyre Rd

Newtown, PA 18940

SEC#: 801-55370
Years in Business: 23 years

TOWERCREST CAPITAL MANAGEMENT, LLC

Website

(215) 809-2000

41 University Drive
Suite 400
Newtown, PA 18940

SEC#: 801-80857
Years in Business: 6 years

PRISM ADVISORY GROUP, LLC

Website

(215) 579-0966

4 Caufield Place
Suite 102
Newtown, PA 18940

SEC#: 801-70938
Years in Business: 11 years