Find a Financial Advisor in Centre County, PA


Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Centre 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


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


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 Centre County, PA

  • Financial Advisor Close to Centre 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 Centre County, PA

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


Without Advisor

With Advisor

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

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

We evaluated over 13,000 RIA firms to bring you the best of the best Centre County financial advisors.
  • This field is for validation purposes and should be left unchanged.

How Retirement-Friendly is Centre County, PA?

  • Population: 161,960
  • % of Population 62 Years and Over: 17.2%
  • Average Home Value: $245,200
  • Average Monthly Housing Cost: $1,045
  • Average Household Income: $80,941
  • 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 Centre County, PA



Centre County, PA Financial Advisor FAQs

An oft-quoted statistic is 1% per annum on investable assets under management, which ranges from 0.25% to 2%.
Yes. A financial advisor can provide professional advice on any number of decision points and options throughout the course of investing including: asset allocations and diversification; retirement planning; taxation issues; estate planning; cost minimization strategies, etc.
Financial advisors may also work on compliance, tax planning, retirement planning, estate planning, investment management and more.
The most important questions are typically those that pertain to the advisor's own professional credentials, areas of expertise, fee structure, location, how they communicate with clients, and how long they've been in business.