Find a Financial Planner 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a CFP® in King of Prussia Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the King of Prussia area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners in King of Prussia offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
20.8% of King of Prussia's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the King of Prussia area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the King of Prussia area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the King of Prussia area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the King of Prussia area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. Pennsylvania has unique laws defining which actions trigger a taxable event and has the 23rd highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the King of Prussia area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the King of Prussia area when dealing with high-interest credit card debt and private student loans.

 

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: 1 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: 4 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: 6 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