Find a Financial Advisor 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.

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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

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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 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

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.)


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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: 4 years

BIRCH RUN INVESTMENTS, LLC

Website

(610) 321-3453

211 Welsh Pool Road
Suite 234
Exton, PA 19341

SEC#: 801-108422
Years in Business: 5 years

WARREN FINANCIAL SERVICE

Website

(610) 363-2000

7 Dowlin Forge Rd

Exton, PA 19341

SEC#: 801-79496
Years in Business: 8 years

PROWELL FINANCIAL MANAGEMENT, LLC

Website

(484) 359-4057

717 Constitution Drive
Suite 102
Exton, PA 19341

SEC#: 801-108292
Years in Business: 5 years

WEALTH MANAGEMENT SOLUTIONS

Website

(610) 524-7031

300 North Pottstown Pike
Suite 240
Exton, PA 19341

SEC#: 801-106607
Years in Business: 6 years

TD PRIVATE CLIENT WEALTH LLC

Website

(215) 901-4279

100 Iron Lake Blvd

Exton, PA 19341

SEC#: 801-77771
Years in Business: 9 years

TD PRIVATE CLIENT WEALTH LLC

Website

(215) 901-4279

100 Iron Lake Blvd

Exton, PA 19341

SEC#: 801-77771
Years in Business: 9 years

TD PRIVATE CLIENT WEALTH LLC

Website

(215) 901-4279

100 Iron Lake Blvd

Exton, PA 19341

SEC#: 801-77771
Years in Business: 9 years

TD PRIVATE CLIENT WEALTH LLC

Website

(215) 901-4279

100 Iron Lake Blvd

Exton, PA 19341

SEC#: 801-77771
Years in Business: 9 years

 


Exton, PA Financial Advisor FAQs

Exton is a census-designated place (CDP) situated in West Whiteland Township, Chester County, Pennsylvania, United States. Exton, Pennsylvania is located near West Chester, Phoenixville, and Coatesville. Yves Rocher, based in Exton, Pennsylvania, is a market leader with 13,500 people and $2.3 billion in yearly revenue. The 21st Century Cyber Charter School's headquarters are in Exton. Connect with our financial advisors in Exton, a Census Designated Area located in West Whiteland Township, Chester County, Pennsylvania, USA. It is a major shopping district I n Chester County. The list below should be helpful to connect you to financial advisors in the city's neighboring areas.

The best way to find a financial advisor is through a referral from a family member or friend. Good advisors should be open about what they charge and should make their clients' well-being their main priority.

People often feel as if they know everything about money and investing until they have been burnt one too many times. Professional financial advisors are trained in what you should do, and what you shouldn't so your assets don't take a major hit. They will also help guide retirement purchases and investments so that this time around, the investment pays off instead of going up in flames.

A financial advisor and what they cost can vary depending on the type of advisor and their credentials. An investment advisor who holds a CFA designation, for example, is typically more expensive than someone who has not been officially certified.

A financial advisor provides investment and finance guidance for their clients. This one-on-one, personalized help can help you find the right products and strategies for your goals and perspective.


Other Nearby Financial Advisors

West Chester, PA
Malvern, PA
Paoli, PA
Greenville, DE
Hockessin, DE

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.