Find a Financial Advisor in Devon, PA

 

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

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We Only Work With The Best Devon 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 Devon, PA


  • Financial Advisor Close to Devon, 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 Devon, 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 Devon, PA

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

  • Population: 1,869
  • % of Population 62 Years and Over: 7%
  • Average Home Value: $596,000
  • Average Monthly Housing Cost: $2,029
  • Average Household Income: $232,241
  • 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 Devon, PA

 

STILLWATER CAPITAL ADVISORS, LLC

Website

(610) 848-6760

80 W. Lancaster Ave. Suite 230

Devon, PA 19333

SEC#: 801-70060
Years in Business: 12 years

HYPERION PARTNERS, LLC

Website

(484) 584-4708

400 West Lancaster Ave.
Suite 108
Devon, PA 19333

SEC#: 801-114058
Years in Business: 3 years

B RILEY WEALTH MANAGEMENT, INC.

Website

(610) 263-5205

80 West Lancaster Avenue
Suite 210
Devon, PA 19333

SEC#: 801-67275
Years in Business: 14 years

B RILEY WEALTH MANAGEMENT, INC.

Website

(610) 263-5205

80 West Lancaster Avenue
Suite 210
Devon, PA 19333

SEC#: 801-67275
Years in Business: 14 years

FARR MILLER & WASHINGTON LLC

Website

(202) 530-0577

237 West Lancaster Avenue
Suite 110
Devon, PA 19333

SEC#: 801-52081
Years in Business: 25 years

 


Devon, PA Financial Advisor FAQs

Financial advisors get paid by the clients/companies they represent. The advisor's remuneration can come in a variety of different forms, such as commission, performance-based bonuses, and full service fees.
Ask your friends for financial advisors they can recommend. Ask yourself if you're comfortable with this individual offering financial advice to you, and whether the person seems trustworthy. Review their qualifications, technical background, public records, and any professional affiliations that show dedication to ethics-based work.
If there are no connections within your social networks, inquire at local business groups about good advisors and try to find an article about wealth advisors via Google that speaks to their professionalism or services offered privately.
Benefits an advisor may provide include access to quality products at low costs, unbiased investment advice from a professional with specific expertise in meeting your needs, ongoing education about the financial complexities of today’s world, commissions paid out of mutual fund or ETF performance rather than transactions based on short-term market movements.