Find a Financial Planner 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 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 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

 

How Can a CFP® in Erie 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 Erie 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 financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Erie, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
17.5% of Erie'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 Erie area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Erie area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Erie area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Erie area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Erie area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Erie area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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: 13 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: 19 years