Find a Financial Advisor in Media, PA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Media 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 Media, PA


  • Financial Advisor Close to Media, 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 Media, 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 Media, PA

We evaluated over 13,000 RIA firms to bring you the best of the best Media financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Media, PA?

  • Population: 5,487
  • % of Population 62 Years and Over: 21.9%
  • Average Home Value: $341,700
  • Average Monthly Housing Cost: $1,214
  • Average Household Income: $98,195
  • 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 Media, PA

 

OBRIEN GREENE & CO INC

Website

(610) 891-7880

218 W. State Street

Media, PA 19063

SEC#: 801-5866
Years in Business: 52 years

FLAGSHIP CAPITAL MANAGEMENT INC

Website

(610) 565-9580

2 W Baltimore Avenue Suite 200

Media, PA 19063

SEC#: 801-117804
Years in Business: 2 years

LEHMAN FINANCIAL RESOURCES

Website

(610) 565-2343

1215 W. Baltimore Pike
Suite 8
Media, PA 19063

SEC#: 801-113642
Years in Business: 3 years

CLIMB CAPITAL MANAGEMENT, LLC

Website

(610) 565-9047

230 North Monroe Street

Media, PA 19063

SEC#: 801-119122
Years in Business: 1 years

SANTANDER SECURITIES LLC

Website

(787) 759-5363

2 South Orange Street

Media, PA 19063

SEC#: 801-56796
Years in Business: 22 years

EQUITY SERVICES, INC.

Website

(610) 891-9700

1400 N Providence Road
Rose Tree Building 1, Suite 117
Media, PA 19063

SEC#: 801-41722
Years in Business: 29 years

PRINCETON GLOBAL ASSET MANAGEMENT LLC

Website

(609) 945-1781

30 West Third Street, Second Floor

Media, PA 19063

SEC#: 801-71305
Years in Business: 11 years

PRINCETON GLOBAL ASSET MANAGEMENT LLC

Website

(609) 945-1781

30 West Third Street, Second Floor

Media, PA 19063

SEC#: 801-71305
Years in Business: 11 years

SANTANDER SECURITIES LLC

Website

(787) 759-5363

2 South Orange Street

Media, PA 19063

SEC#: 801-56796
Years in Business: 22 years

 


Media, PA Financial Advisor FAQs

Financial advisors are paid in a variety of ways. The most common is that they charge fees per hour or by project. You generally either pay an up-front percentage fee, hourly rate, project bid fee, per trade commission, or some combination thereof.
A financial advisor is an individual with specialized training who helps individuals and families with long-term monetary decisions. A good place to start looking for a financial advisor in your area would be to contact your trusted family physician or local bank branch for recommendations.
An investment advisor is a professional that provides investment advice to individuals and families in order for them to make educated decisions with their money.
Financial advisors cost between $80 and $100 per hour. The cost varies by where you live (convenience) and the number of years experience for the advisor. A financial advisor typically charges an hourly fee to provide investment management services, retirement planning services, tax planning services, wealth planning/estate planning services, college savings or wealth transfer advice for an individual or family business owner. Depending on the complexity of your situation and your specific needs, it is common to find that investing with a qualified financial advisor pays off in fees charged over time much greater than any other service costs incurred since they are often paid as you go rather than upfront throughout time frames.