
Find a Financial Advisor in Exton, PA
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Our Process for Choosing
An Independent Financial Advisor in Exton, PA
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Financial Advisor Close to Exton, PA
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All Advisors Must Meet Fiduciary Standard
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“Fee-Only” Compensation To Ensure Conflict-Free Advice
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Exemplary Disciplinary History
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Required Education and Designations
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Expertise with Client’s Specific Needs
The Value of Working With the Best Financial Planners in Exton, 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
Find a Fee-Only Financial Planner Near Exton, PA
We evaluated over 13,000 RIA firms to bring you the best of the best Exton financial advisors.
How Retirement-Friendly is Exton, PA?
- Population: 5,382
- % of Population 62 Years and Over: 18.8%
- Average Home Value: $389,600
- Average Monthly Housing Cost: $1,643
- Average Household Income: $126,743
- 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.)
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The Top Financial Advisor Firms in Exton, PA
SUMMIT GROUP RETIREMENT PLANNERS, INC.
(484) 467-7899431 Exton Commons
Exton, PA 19341
SEC#: 801-110664
Years in Business: 4 years
BIRCH RUN INVESTMENTS, LLC
(610) 321-3453211 Welsh Pool Road
Suite 234
Exton, PA 19341
SEC#: 801-108422
Years in Business: 5 years
WARREN FINANCIAL SERVICE
(610) 363-20007 Dowlin Forge Rd
Exton, PA 19341
SEC#: 801-79496
Years in Business: 8 years
PROWELL FINANCIAL MANAGEMENT, LLC
(484) 359-4057717 Constitution Drive
Suite 102
Exton, PA 19341
SEC#: 801-108292
Years in Business: 5 years
WEALTH MANAGEMENT SOLUTIONS
(610) 524-7031300 North Pottstown Pike
Suite 240
Exton, PA 19341
SEC#: 801-106607
Years in Business: 6 years
TD PRIVATE CLIENT WEALTH LLC
(215) 901-4279100 Iron Lake Blvd
Exton, PA 19341
SEC#: 801-77771
Years in Business: 9 years
TD PRIVATE CLIENT WEALTH LLC
(215) 901-4279100 Iron Lake Blvd
Exton, PA 19341
SEC#: 801-77771
Years in Business: 9 years
TD PRIVATE CLIENT WEALTH LLC
(215) 901-4279100 Iron Lake Blvd
Exton, PA 19341
SEC#: 801-77771
Years in Business: 9 years
TD PRIVATE CLIENT WEALTH LLC
(215) 901-4279100 Iron Lake Blvd
Exton, PA 19341
SEC#: 801-77771
Years in Business: 9 years
Exton, PA Financial Advisor FAQs
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Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.