Find a Financial Advisor in Downingtown, PA

 

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

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We Only Work With The Best Downingtown Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Downingtown, PA


  • Financial Advisor Close to Downingtown, 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 Downingtown, 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 Downingtown, PA

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

  • Population: 7,926
  • % of Population 62 Years and Over: 15.4%
  • Average Home Value: $237,400
  • Average Monthly Housing Cost: $1,305
  • Average Household Income: $83,095
  • 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 Downingtown, PA

 

BRUTON CHISNELL ADVISORS, LLC

Website

(610) 518-3900

521 East Lancaster Avenue

Downingtown, PA 19335

SEC#: 801-112682
Years in Business: 3 years

EAGLE INVESTMENT ADVISORS

Website

(610) 269-0269

277 W. Uwchlan Ave.
Uwchlan Commons
Downingtown, PA 19335

SEC#: 801-118074
Years in Business: 1 years

WEALTHCARE ADVISORY PARTNERS LLC

Website

(215) 540-5566

257 W. Uwchlan Avenue
Suite 200
Downingtown, PA 19335

SEC#: 801-80067
Years in Business: 7 years

WEALTHCARE ADVISORY PARTNERS LLC

Website

(215) 540-5566

257 W. Uwchlan Avenue
Suite 200
Downingtown, PA 19335

SEC#: 801-80067
Years in Business: 7 years

SAXONY CAPITAL MANAGEMENT LLC.

Website

(610) 245-3077

238 Truman Way

Downingtown, PA 19335

SEC#: 801-68385
Years in Business: 14 years

 


Downingtown, PA Financial Advisor FAQs

A financial advisor advises its clients on all of their financial needs. This involves advising them on mortgages, investments, taxes, retirement planning and anything else that is needed to give the person or their family an idea about what they will be spending in the future.
Many people rely on a financial advisor for retirement and other long-term goals. Financial advisors can help you track your net worth, balance your portfolio according to your risk tolerance, and offer recommendations for saving and investing.
Many of the larger firms will require a retainer from investors before agreeing to manage their portfolios. This flat fee, usually on an annual basis, typically ranges from $1000 to $5000 per year depending on the size and complexity of your investments. In addition, advisors typically charge a percentage of assets under management, which is often set at 1%.
There are many different routes one can take when trying to find a financial advisor. One could ask friends and family, look them up on social media sites, or use the internet to conduct research.