Find a Financial Advisor in Irwin, PA

 

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

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We Only Work With The Best Irwin 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 Irwin, PA


  • Financial Advisor Close to Irwin, 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 Irwin, 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 Irwin, PA

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

  • Population: 3,797
  • % of Population 62 Years and Over: 23.9%
  • Average Home Value: $156,500
  • Average Monthly Housing Cost: $816
  • Average Household Income: $60,769
  • 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 Irwin, PA

 

DUNCAN FINANCIAL PLANNING ADVISORS

Website

(724) 863-3420

311 Main St.

Irwin, PA 15642

SEC#: 801-119284
Years in Business: 1 years

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

Website

(724) 493-5554

100 Pennsylvania Avenue
Suite 4
Irwin, PA 15642

SEC#: 801-21527
Years in Business: 37 years

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

Website

(724) 493-5554

100 Pennsylvania Avenue
Suite 4
Irwin, PA 15642

SEC#: 801-21527
Years in Business: 37 years

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Website

(724) 863-3287

311 Main Street

Irwin, PA 15642

SEC#: 801-63930
Years in Business: 16 years

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

Website

(724) 493-5554

100 Pennsylvania Avenue
Suite 4
Irwin, PA 15642

SEC#: 801-21527
Years in Business: 37 years

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Website

(724) 863-3287

311 Main Street

Irwin, PA 15642

SEC#: 801-63930
Years in Business: 16 years

 


Irwin, PA Financial Advisor FAQs

A financial advisor is someone who helps people manage their money. They develop personalized financial plans, recommend investments that work for you, and help you reach your goals by developing long-term strategies meant to provide security and protection.
It is important for anyone making significant investments to have some knowledge of the principles of finance, they must be informed about factors that influence investment decisions and the best ways to manage assets, diversify portfolios, understand risk tolerance, handle taxes. If you are not knowledgeable in these aspects then it is advised that you find an advisor who is educated in these topics.
It's important to choose a financial advisor who is registered with the Financial Industry Regulatory Association (FINRA), or who works for an investment company that has strong, ethical regulatory standards.
Financial advisors get paid by trading and commission fees.