Find a Financial Advisor in Ft. Washington, PA

 

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

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We Only Work With The Best Ft. Washington 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 Fort Washington, PA


  • Financial Advisor Close to Fort Washington, 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 Fort Washington, 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 Fort Washington, PA

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

  • Population: 5,728
  • % of Population 62 Years and Over: 23.1%
  • Average Home Value: $429,400
  • Average Monthly Housing Cost: $2,066
  • Average Household Income: $161,760
  • 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 Fort Washington, PA

 

FUHRMAN MANAGEMENT ASSOCIATES, INC.

Website

(215) 619-4000

512 S. Bethlehem Pike

Fort Washington, PA 19034

SEC#: 801-62985
Years in Business: 17 years

PROSPERITY ADVISERS, LLC

Website

(267) 405-6166

580 Virginia Drive
Suite 310
Fort Washington, PA 19034

SEC#: 801-119191
Years in Business: 1 years

LINCOLN INVESTMENT

Website

(215) 887-8111

601 Office Center Drive
Suite 300
Fort Washington, PA 19034

SEC#: 801-14059
Years in Business: 43 years

CAPITAL ANALYSTS

Website

(800) 242-1421

601 Office Center Drive
Suite 300
Fort Washington, PA 19034

SEC#: 801-74614
Years in Business: 9 years

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(215) 886-5800

501 Office Center Drive, Suite 101

Fort Washington, PA 19034

SEC#: 801-60749
Years in Business: 19 years

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(215) 886-5800

501 Office Center Drive, Suite 101

Fort Washington, PA 19034

SEC#: 801-60749
Years in Business: 19 years

IFP ADVISORS, LLC

Website

(215) 641-2370

451 S. Bethlehem Pike
Suite 310
Fort Washington, PA 19034

SEC#: 801-69511
Years in Business: 13 years

WESCOTT FINANCIAL ADVISORY GROUP LLC

Website

(215) 979-1900

455 Pennsylvania Avenue
Suite 230
Fort Washington, PA 19034

SEC#: 801-29752
Years in Business: 34 years

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(215) 886-5800

501 Office Center Drive, Suite 101

Fort Washington, PA 19034

SEC#: 801-60749
Years in Business: 19 years

 


Fort Washington, PA Financial Advisor FAQs

Yes. If you are not good with numbers or do not have time to learn, then it is recommended for you to seek help from an advisor. The opposite case also holds true, if one does not want the responsibility of having financial oversight, they can find a competent advisor willing to take on that responsibility in return for a percentage of future earnings.
By analyzing a client's projected financial information across various time horizons, a financial advisor can then help to map out how much should be invested in different types of assets at each point in order to create a plan that offers safety for retirement while achieving long-term financial objectives.
In order to choose a financial advisor, you will first need to understand your individual needs and how they relate to the particular specialties of various advisors. By gathering this information, it should be much easier for you to find an advisor who can best help you achieve your goals.
Just like anything else you're looking for, start with referrals. Money managers are in an industry that fosters many friendly deomonstrations of business practices, and the best way to find someone is to rely on word-of-mouth or by referral through a trusted individual, family member, friend, co-worker, etc.