Find a Financial Advisor 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 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 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

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: 1 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: 2 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: 2 years

CHARTERED ADVISORY GROUP

Website

(610) 459-8872

130 Commons Court

Chadds Ford, PA 19317

SEC#: 801-72496
Years in Business: 10 years

SMITHBRIDGE ASSET MANAGEMENT INC

Website

(610) 361-9141

6 Hillman Drive, Suite 101

Chadds Ford, PA 19317

SEC#: 801-53667
Years in Business: 25 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: 10 years

 


Delaware County, PA Financial Advisor FAQs

The cost is dependent mainly on how many hours they will need to work with you each month and what level of expertise they can bring to bear for you.
Financial advisors are responsible for providing personalized guidance in making decisions pertaining to financial accounts. Some examples are ensuring the security of your retirement, assessing investments, managing passive income like rental properties, and offering advice on various tax issues.
One way to find a financial advisor is to go through the Internet, for example by doing an online search. This can give you access to independent reviews of companies and individuals that are serving your area. There are also databases available on the internet which offer more in-depth information about where advisors work or studied so you can get a more nuanced idea about their credentials.
It isn't easy to answer. Whether or not you need a financial advisor depends on many factors, including your financial situation, what investments you already have, and your risk tolerance.