Find a Financial Advisor in Erie, PA

 

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

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We Only Work With The Best Erie 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 Erie, PA


  • Financial Advisor Close to Erie, 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 Erie, 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 Erie, PA

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

  • Population: 97,263
  • % of Population 62 Years and Over: 17.5%
  • Average Home Value: $91,400
  • Average Monthly Housing Cost: $724
  • Average Household Income: $51,134
  • 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 Erie, PA

 

PARK SHORE PARTNERS LLC

Website

(814) 836-5776

5121 Zuck Road

Erie, PA 16506

SEC#: 801-68594
Years in Business: 14 years

WEDGEWOOD INVESTORS INC

Website

(814) 456-3651

100 State Street, Suite 506

Erie, PA 16507

SEC#: 801-29144
Years in Business: 34 years

ROBBINS WEALTH MANAGEMENT

Website

(814) 838-4185

3939 West Ridge Road
Suite C2
Erie, PA 16506

SEC#: 801-38204
Years in Business: 30 years

BISHOP & COMPANY INVESTMENT MANAGEMENT, LLC

Website

(814) 314-0344

1250 Tower Lane
Suite 101
Erie, PA 16505

SEC#: 801-68856
Years in Business: 13 years

HBKS WEALTH ADVISORS

Website

(814) 836-5776

Zuck Road Office Park
5121 Zuck Road
Erie, PA 16506

SEC#: 801-60424
Years in Business: 20 years

HBK SORCE ADVISORY LLC

Website

(814) 459-1116

235 West 6th Street

Erie, PA 16507

SEC#: 801-60424
Years in Business: 20 years

BKD WEALTH ADVISORS, LLC

Website

(814) 456-4150

410 Cranberry Street
Suite 210
Erie, PA 16507

SEC#: 801-56928
Years in Business: 22 years

BKD WEALTH ADVISORS, LLC

Website

(814) 456-4150

410 Cranberry Street
Suite 210
Erie, PA 16507

SEC#: 801-56928
Years in Business: 22 years

BKD WEALTH ADVISORS, LLC

Website

(814) 456-4150

410 Cranberry Street
Suite 210
Erie, PA 16507

SEC#: 801-56928
Years in Business: 22 years

 


Erie, PA Financial Advisor FAQs

It depends on what your priorities are and whether or not you've adequately prepared to take responsibility for your own life goals.
The goal of a financial advisor is to help you reach your financial goals. A typical day would involve research into current economic trends, analyzing your current situation and determining what changes need to be made.
To find a financial advisor, you should contact your nearest stock broker, investment bank or retail brokerage firm. These entities will be able to quickly refer you to someone in your geographic location who can provide the guidance and services that are right for you.
Financial advisors get paid through commission, an annual retainer, or a specific project depending on the size of the advisor's operation.