Find a Financial Advisor in Horsham, PA

 

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

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We Only Work With The Best Horsham 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 Horsham, PA


  • Financial Advisor Close to Horsham, 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 Horsham, 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 Horsham, PA

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

  • Population: 14,611
  • % of Population 62 Years and Over: 20.3%
  • Average Home Value: $285,000
  • Average Monthly Housing Cost: $1,409
  • Average Household Income: $104,442
  • 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 Horsham, PA

 

MAGIS FINANCIAL PARTNERS

Website

(484) 367-4444

800 Enterprise Road
Suite 103
Horsham, PA 19044

SEC#: 801-72956
Years in Business: 10 years

HORNOR, TOWNSEND & KENT, LLC

Website

(215) 957-7300

600 Dresher Rd
Ste C1C
Horsham, PA 19044

SEC#: 801-56151
Years in Business: 22 years

THE SHARP FINANCIAL GROUP

Website

(215) 659-2130

100 Tournament Drive
Suite 310
Horsham, PA 19044

SEC#: 801-111775
Years in Business: 4 years

PENN MUTUAL ASSET MANAGEMENT, LLC

Website

(215) 956-8114

600 Dresher Road
Suite 100
Horsham, PA 19044

SEC#: 801-35477
Years in Business: 31 years

WEALTHCARE ADVISORY PARTNERS LLC

Website

(215) 540-5566

200 Gibraltar Road
Suite 315
Horsham, PA 19044

SEC#: 801-80067
Years in Business: 7 years

WEALTHCARE ADVISORY PARTNERS LLC

Website

(215) 540-5566

200 Gibraltar Road
Suite 315
Horsham, PA 19044

SEC#: 801-80067
Years in Business: 7 years

SIEBERT ADVISORNXT, INC.

Website

(215) 672-9296

601 Dresher Road
Suite 302
Horsham, PA 19044

SEC#: 801-110718
Years in Business: 4 years

WEALTHCARE ADVISORY PARTNERS LLC

Website

(215) 540-5566

200 Gibraltar Road
Suite 315
Horsham, PA 19044

SEC#: 801-80067
Years in Business: 7 years

LINCOLN INVESTMENT PLANNING, LLC

Website

(215) 885-7115

5 Walnut Grove Drive
Suite 240
Horsham, PA 19044

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

 


Horsham, PA Financial Advisor FAQs

A financial advisor can inform you of any number of topics including paying for college, investing your retirement money, maximizing your tax benefits, finding the best places for life insurance or term life insurance quotes
Financial planning begins with people who have a clear idea of their financial position. But it is always an advantage to speak with a financial advisor before making any investments or large-scale changes to your finances.
Some financial advisors charge a flat hourly rate, while others take a percentage of the value of investments. Some go into an advisory fee retainer or on a monthly retainer pricing model. The pricing usually depends on individual needs and behavior.
Make sure the financial advisor can provide clear information on fees, initial investments, and expenses for continuing management.