Find a Financial Advisor in Collegeville, PA

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

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We Only Work With The Best Collegeville 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

Experience

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

Trustworthiness

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 Collegeville, PA


  • Financial Advisor Close to Collegeville, 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 Collegeville, 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 Collegeville, PA

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

  • Population: 5,152
  • % of Population 62 Years and Over: 11.8%
  • Average Home Value: $343,800
  • Average Monthly Housing Cost: $1,577
  • Average Household Income: $122,164
  • 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 Collegeville, PA

 

SENSENIG CAPITAL ADVISORS, INC.

Website

(610) 584-9700

100 Springhouse Drive
Suite 206
Collegeville, PA 19426

SEC#: 801-112425
Years in Business: 4 years

CHRISTINE MESSMER, P.C.

Website

(610) 489-7925

101 Oak Street

Collegeville, PA 19426

SEC#: 801-118953
Years in Business: 1 years

NFP RETIREMENT INC.

Website

(610) 585-6361

260 Zvarick Rd

Collegeville, PA 19426

SEC#: 801-66107
Years in Business: 16 years

NFP RETIREMENT INC.

Website

(610) 585-6361

260 Zvarick Rd

Collegeville, PA 19426

SEC#: 801-66107
Years in Business: 16 years

ALDEN CAPITAL MANAGEMENT INC.

Website

(215) 572-8700

100 Springhouse Drive
Suite 102
Collegeville, PA 19426

SEC#: 801-116941
Years in Business: 2 years

NFP RETIREMENT INC.

Website

(610) 585-6361

260 Zvarick Rd

Collegeville, PA 19426

SEC#: 801-66107
Years in Business: 16 years

ALDEN CAPITAL MANAGEMENT INC.

Website

(215) 572-8700

100 Springhouse Drive
Suite 102
Collegeville, PA 19426

SEC#: 801-116941
Years in Business: 2 years

ALDEN CAPITAL MANAGEMENT INC.

Website

(215) 572-8700

100 Springhouse Drive
Suite 102
Collegeville, PA 19426

SEC#: 801-116941
Years in Business: 2 years

 


Collegeville, PA Financial Advisor FAQs

Collegeville is a municipality in Montgomery County, Pennsylvania, located on the Perkiomen Creek, just outside of Philadelphia. Cities near Collegeville, Pennsylvania include Phoenixville, West Norriton, East Norriton, and King of Prussia. Collegeville, PA is home to a number of notable employers, including Ursinus College, Allied Wire & Cable, and Superior Tube Company.  Skydiving, several stores and restaurants, horseback riding, and Collegeville's well-known auto show are just a few of the things available. Just west of Collegeville sits the Providence Town Center, an open-air shopping and dining center. Connect with our financial advisors in Collegeville, a settlement in Montgomery County, Pennsyvania, a suburb of Philadelphia, USA, located on the Perkiomen Creek. It’s where Ursinus College is situated too. Cities near Collegeville include Phoenixville, West Norriton, East Norriton, King of Prussia, Norristown, and Lansdale. Explore trusted financial advisors close by as provided in the links below.

Financial advisors provide investment advice and work to protect their clients' investments.

Yes! If you are not sure what questions to ask when choosing an advisor or concerned about how much risk your money should have, then financial advisors exist for a reason. Financial advisors are professionals in the investment field who manage clients' assets and work with them to develop long-term investment plans by analyzing and determining what securities (stocks, bonds, mutual funds) might be best for their investment needs.

There are two types of financial advisors, fee-only and commission-based. Fee-only advisors charge you a fee for their service while commission based advisors may get paid different ways: commissions, management fees, or other charges.

The best way to find a financial advisor is by looking for and contacting prospective advisors and asking them about how they work. You can also do some research on your own internet search to see if the prospective advisor you've contacted meets any necessary guidelines, such as accreditation.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.