Find a Financial Advisor in Harleysville, PA

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

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We Only Work With The Best Harleysville 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

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 Harleysville, PA


  • Financial Advisor Close to Harleysville, 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 Harleysville, 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 Harleysville, PA

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

  • Population: 9,568
  • % of Population 62 Years and Over: 24.4%
  • Average Home Value: $333,700
  • Average Monthly Housing Cost: $1,647
  • Average Household Income: $106,318
  • 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 Harleysville, PA

 

CANON CAPITAL INVESTMENT ADVISORY

Website

(215) 723-4881

484 Harleysville Pike

Harleysville, PA 19438

SEC#: 801-56000
Years in Business: 23 years

BERNARDO WEALTH PLANNING, LLC

Website

(267) 500-1080

464 Main Street

Harleysville, PA 19438

SEC#: 801-110661
Years in Business: 4 years

ASSET PLANNING SERVICES LTD.

Website

(215) 256-4600

162 Main Street

Harleysville, PA 19438

SEC#: 801-30830
Years in Business: 34 years

 


Harleysville, PA Financial Advisor FAQs

Harleysville is located in Montgomery County, PA. It is a suburb of Philadelphia. Harleyville is known for being the home to many top employers. They employ over 10,000 people collectively. Some of these companies are Johnson and Johnson, Lockheed Martin, and Siemens. Harleysville's main attractions include the Perkiomen Creek and the Indian Valley Country Club. A census-designated place in Montgomery County and a suburb of Philadelphia is Harleysville. It occupies mostly within Lower Salford Township and also in Franconia Township. The locale derived its name from Samuel Harley. Connect with financial advisors working close by through our links below.

The best way to find a Financial Advisor is by doing the research for yourself. We recommend asking locals who are in your shoes. Make sure you ask people what services they are looking for, how long they have been with their advisor, and if they would go back to this person's firm again if they needed them.

Have a clear detail of the specific services your financial advisor is able to provide for you and make sure they are experts in handling these services.

Financial advisors can get paid in a number of different ways, which one they choose often depends on the client's needs and their own. Generally, the common compensation schemes are either through commissions or fee-only model.

Absolutely. It's the importance of having a proper plan in place before it can come undone during an emergency or unexpected instances which make these professionals more necessary than they seem at first glance.

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.