Find a Financial Advisor in Johnstown, PA

 

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

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We Only Work With The Best Johnstown 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 Johnstown, PA


  • Financial Advisor Close to Johnstown, 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 Johnstown, 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 Johnstown, PA

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

  • Population: 19,569
  • % of Population 62 Years and Over: 25.7%
  • Average Home Value: $40,200
  • Average Monthly Housing Cost: $501
  • Average Household Income: $34,590
  • 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 Johnstown, PA

 

WEST CHESTER CAPITAL ADVISORS INC

Website

(814) 533-5338

216 Franklin Street

Johnstown, PA 15901

SEC#: 801-47835
Years in Business: 27 years

VALLEY NATIONAL ADVISERS INC

Website

(800) 808-9993

1837 Goucher Street
Suite 2
Johnstown, PA 15905

SEC#: 801-25126
Years in Business: 36 years

F.N.B. INVESTMENT ADVISORS INC

Website

(888) 824-5833

532 Main Street
Suite 5
Johnstown, PA 15901

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

MCKINLEY CARTER WEALTH SERVICES, INC.

Website

(814) 539-6099

1 Pasquerilla Plaza
Suite 127
Johnstown, PA 15901

SEC#: 801-64584
Years in Business: 16 years

VALLEY NATIONAL ADVISERS INC

Website

(800) 808-9993

1837 Goucher Street
Suite 2
Johnstown, PA 15905

SEC#: 801-25126
Years in Business: 36 years

F.N.B. INVESTMENT ADVISORS INC

Website

(888) 824-5833

532 Main Street
Suite 5
Johnstown, PA 15901

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

 


Johnstown, PA Financial Advisor FAQs

Financial advisors are licensed professionals qualified to make recommendations on all aspects of personal finance, including investments, retirement plans, taxes, insurance and more.
Need is a relative term. If you have questions about your financial health, if you don't understand what is going on with your money, or if you're not satisfied with how it is being handled then yes--you need a financial advisor.
The first step is to find someone with the right credentials.
It depends. Most financial advisors get paid on commission. This means that if they sell you something, they receive a percentage of the price of whatever you are buying from them.