Find a Financial Advisor in King of Prussia, PA

 

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

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We Only Work With The Best King of Prussia 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 King of Prussia, PA


  • Financial Advisor Close to King of Prussia, 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 King of Prussia, 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 King of Prussia, PA

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

  • Population: 21,313
  • % of Population 62 Years and Over: 20.8%
  • Average Home Value: $329,300
  • Average Monthly Housing Cost: $1,448
  • Average Household Income: $109,749
  • 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 King of Prussia, PA

 

CONCENTUS WEALTH ADVISORS

Website

(610) 994-9190

1000 Continental Drive
Suite 560
King Of Prussia, PA 19406

SEC#: 801-79182
Years in Business: 7 years

KATHMERE CAPITAL MANAGEMENT, LLC

Website

(610) 989-3900

1000 Continental Drive, Suite 430

King Of Prussia, PA 19406

SEC#: 801-117215
Years in Business: 2 years

CERTIOR FINANCIAL GROUP, LLC

Website

(610) 783-7010

2000 Valley Forge Circle
Suite 104
King Of Prussia, PA 19406

SEC#: 801-108506
Years in Business: 5 years

INDEPENDENCE SQUARE HOLDINGS, LLC

Website

(610) 520-1500

150 South Warner Road
Suite 300
King Of Prussia, PA 19406

SEC#: 801-116750
Years in Business: 2 years

GIRARD ADVISORY SERVICES, LLC

Website

(610) 337-7640

555 Croton Road
Suite 210
King Of Prussia, PA 19406

SEC#: 801-60354
Years in Business: 20 years

IRONVIEW CAPITAL MANAGEMENT, LLC

Website

(215) 793-0111

660 American Ave
Ste 101
King Of Prussia, PA 19406

SEC#: 801-78950
Years in Business: 7 years

FORTIS ADVISORS, LLC

Website

(610) 313-0910

1045 First Avenue
Suite 120
King Of Prussia, PA 19406

SEC#: 801-80177
Years in Business: 7 years

MORGAN PROPERTIES DEBT HOLDINGS, LLC

Website

(610) 265-2800

160 Clubhouse Road

King Of Prussia, PA 19406

SEC#: 801-118135
Years in Business: 1 years

LOCKWOOD ADVISORS INC

Website

(484) 801-8100

760 Moore Road

King Of Prussia, PA 19406

SEC#: 801-52378
Years in Business: 25 years

 


King of Prussia, PA Financial Advisor FAQs

Many people find it helpful to consult friends and colleagues for referrals, as the financial needs of different people are so individual. If you know someone who has found a financial advisor they like, then that might be the best place to start looking.
Having a financial advisor is one of the most important ways you can protect your wealth for your future. A trusted advisor helps pinpoint your needs, timeframe, and compatibility with sources of money - which are all factors that ultimately affect how long it'll take to see positive results on an investment. So yes. You absolutely need a financial advisor.
It depends on who you go to. Many people shop around for a financial advisor and get lots of different quotes before deciding. It's a good idea to get at least three quotes before making a decision so that the financial advisor knows what the market value is at this point in time.
A financial advisor is an individual who suggests investment in order to achieve the desired goal.