Find a Financial Planner in Exton, PA

 

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We Only Work With The Best Exton 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 Exton, PA


  • Financial Advisor Close to Exton, 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 Exton Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Exton area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Exton include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
18.8% of Exton's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Exton area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Exton area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
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 Exton 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 Exton 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 in the Exton area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Exton area when dealing with high-interest credit card debt and private student loans.

 

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

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

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.
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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.)


The Top Financial Advisor Firms in Exton, PA


SUMMIT GROUP RETIREMENT PLANNERS, INC.

Website

(484) 467-7899

431 Exton Commons

Exton, PA 19341

SEC#: 801-110664
Years in Business: 3 years

BIRCH RUN INVESTMENTS, LLC

Website

(610) 321-3453

211 Welsh Pool Road
Suite 234
Exton, PA 19341

SEC#: 801-108422
Years in Business: 4 years

WARREN FINANCIAL SERVICE

Website

(610) 363-2000

7 Dowlin Forge Rd

Exton, PA 19341

SEC#: 801-79496
Years in Business: 7 years

PROWELL FINANCIAL MANAGEMENT, LLC

Website

(484) 359-4057

717 Constitution Drive
Suite 102
Exton, PA 19341

SEC#: 801-108292
Years in Business: 4 years

WEALTH MANAGEMENT SOLUTIONS

Website

(610) 524-7031

300 North Pottstown Pike
Suite 240
Exton, PA 19341

SEC#: 801-106607
Years in Business: 5 years