Find a Financial Planner in Delaware County, PA

 

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

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We Only Work With The Best Delaware 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 Delaware County, PA


  • Financial Advisor Close to Delaware 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 Delaware County 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 Delaware County 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 planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Delaware County can include managing client retirement accounts, investments, tax plans, and more.
19.9% of Delaware 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 Delaware County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
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 Delaware County 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 Delaware County 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. Financial advisors in the Delaware County area often offer tax planning services to their clients. 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 Delaware County 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 is a good way to make high-interest debts more manageable. Advisors in the Delaware County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 564,554
  • % of Population 62 Years and Over: 19.9%
  • Average Home Value: $251,700
  • Average Monthly Housing Cost: $1,278
  • Average Household Income: $105,826
  • 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 Delaware County, PA


GARDNER LEWIS ASSET MANAGEMENT LP

Website

(610) 558-2800

285 Wilmington West Chester Pike

Chadds Ford, PA 19317

SEC#: 801-36476
Years in Business: 31 years

PF ADVISORS

Website

(610) 470-4028

225 Wilmington-West Chester Pike, Suite 200

Chadds Ford, PA 19317

SEC#: 801-112817
Years in Business: 3 years

RED GATE ADVISERS, LLC

Website

(866) 315-5322

223 Wilmington West Chester Pike
#216
Chadds Ford, PA 19317

SEC#: 801-119700
Years in Business: 0 years

QUINN WEALTH ADVISORS

Website

(484) 482-8201

Brandywine Five, 1 Dickinson Drive
Suite 103
Chadds Ford, PA 19317

SEC#: 801-77437
Years in Business: 8 years

CHADDS FORD WEALTH PARTNERS, LLC

Website

(484) 273-0995

225 Wilmington West Chester Pike
Suite 200
Chadds Ford, PA 19317

SEC#: 801-116802
Years in Business: 1 years

STONECROP WEALTH ADVISORS, LLC

Website

(610) 628-0035

225 Wilmington - West Chester Pike
Suite 200
Chadds Ford, PA 19317

SEC#: 801-117833
Years in Business: 1 years

CHARTERED ADVISORY GROUP

Website

(610) 459-8872

130 Commons Court

Chadds Ford, PA 19317

SEC#: 801-72496
Years in Business: 9 years

SMITHBRIDGE ASSET MANAGEMENT INC

Website

(610) 361-9141

6 Hillman Drive, Suite 101

Chadds Ford, PA 19317

SEC#: 801-53667
Years in Business: 24 years

DT INVESTMENT PARTNERS, LLC

Website

(484) 778-4425

Brandywine Five
1 Dickinson Drive, Suite 105
Chadds Ford, PA 19317

SEC#: 801-72325
Years in Business: 9 years