Find a Financial Advisor in Hermitage, PA

 

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

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We Only Work With The Best Hermitage 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 Hermitage, PA


  • Financial Advisor Close to Hermitage, 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 Hermitage, 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 Hermitage, PA

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

  • Population: 15,693
  • % of Population 62 Years and Over: 31.3%
  • Average Home Value: $164,100
  • Average Monthly Housing Cost: $824
  • Average Household Income: $75,796
  • 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 Hermitage, PA

 

MATUNE BASILE ADVISORS

Website

(724) 977-6275

295 N. Kerrwood Dr. Suite 102

Hermitage, PA 16148

SEC#: 801-114359
Years in Business: 3 years

JFS WEALTH ADVISORS, LLC

Website

(724) 962-3200

1479 N. Hermitage Rd.

Hermitage, PA 16148

SEC#: 801-68333
Years in Business: 14 years

JFS WEALTH ADVISORS, LLC

Website

(724) 962-3200

1485 N. Hermitage Road

Hermitage, PA 16148

SEC#: 801-68333
Years in Business: 14 years

TRUSTMONT ADVISORY GROUP, INC.

Website

(724) 346-0646

40 Snyder Road

Hermitage, PA 16148

SEC#: 801-30694
Years in Business: 34 years

F.N.B. INVESTMENT ADVISORS INC

Website

(877) 674-9250

One Fnb Boulevard
Suite 3
Hermitage, PA 16148

SEC#: 801-56609
Years in Business: 22 years

JFS WEALTH ADVISORS, LLC

Website

(724) 962-3200

1485 N. Hermitage Road

Hermitage, PA 16148

SEC#: 801-68333
Years in Business: 14 years

F.N.B. INVESTMENT ADVISORS INC

Website

(877) 674-9250

One Fnb Boulevard
Suite 3
Hermitage, PA 16148

SEC#: 801-56609
Years in Business: 22 years

 


Hermitage, PA Financial Advisor FAQs

It's true that many people can benefit from a financial advisor. In fact, because it takes time to establish rapport and confidentiality with clients, as well as to learn their specific needs and risk tolerances, those who come into contact or finance for the first time often need an advisor to see them through.
A successful financial advisor helps their clients save for retirement by providing recommendations, tools, strategies and services specifically designed to meet their needs.
It varies greatly depending on the type of advisor, but most financial advisors are either registered Investment Advisors (RIAs) or Registered Financial Planners (RFCs). Most RIAs and RFCs may charge a fee for their services which is paid directly from the clients' savings account.
First, figure out what level of investment risk you're comfortable with. The simplest way taking on more investment risk is to invest in stock(s) which will potentially yield greater returns or contribute to higher long-term economic growth, but also come with the potential of bigger losses.