Find a Financial Planner in Media, PA

 

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

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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 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 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

 

How Can a CFP® in Media Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Media area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Media typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
21.9% of Media'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 Media 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 Media area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Media area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
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 Media 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Media area, 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 Media area when dealing with high-interest credit card debt and private student loans.

 

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.
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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: 51 years

FLAGSHIP CAPITAL MANAGEMENT INC

Website

(610) 565-9580

2 W Baltimore Avenue Suite 200

Media, PA 19063

SEC#: 801-117804
Years in Business: 1 years

LEHMAN FINANCIAL RESOURCES

Website

(610) 565-2343

1215 W. Baltimore Pike
Suite 8
Media, PA 19063

SEC#: 801-113642
Years in Business: 2 years

CLIMB CAPITAL MANAGEMENT, LLC

Website

(610) 565-9047

230 North Monroe Street

Media, PA 19063

SEC#: 801-119122
Years in Business: 0 years