Find a Financial Advisor in Mercer County, PA

 

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

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We Only Work With The Best Mercer County 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 Mercer County, PA


  • Financial Advisor Close to Mercer County, 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 Mercer County, 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 Mercer County, PA

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

  • Population: 111,518
  • % of Population 62 Years and Over: 25.7%
  • Average Home Value: $132,000
  • Average Monthly Housing Cost: $693
  • Average Household Income: $65,894
  • 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 Mercer County, PA

 

MATUNE BASILE ADVISORS

Website

(724) 977-6275

295 N. Kerrwood Dr. Suite 102

Hermitage, PA 16148

SEC#: 801-114359
Years in Business: 3 years

JFS WEALTH ADVISORS, LLC

Website

(724) 962-3200

1479 N. Hermitage Rd.

Hermitage, PA 16148

SEC#: 801-68333
Years in Business: 14 years

JFS WEALTH ADVISORS, LLC

Website

(724) 962-3200

1485 N. Hermitage Road

Hermitage, PA 16148

SEC#: 801-68333
Years in Business: 14 years

TRUSTMONT ADVISORY GROUP, INC.

Website

(724) 346-0646

40 Snyder Road

Hermitage, PA 16148

SEC#: 801-30694
Years in Business: 34 years

F.N.B. INVESTMENT ADVISORS INC

Website

(877) 674-9250

One Fnb Boulevard
Suite 3
Hermitage, PA 16148

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

JFS WEALTH ADVISORS, LLC

Website

(724) 962-3200

1485 N. Hermitage Road

Hermitage, PA 16148

SEC#: 801-68333
Years in Business: 14 years

F.N.B. INVESTMENT ADVISORS INC

Website

(877) 674-9250

One Fnb Boulevard
Suite 3
Hermitage, PA 16148

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

 


Mercer County, PA Financial Advisor FAQs

Financial advisors can be a great help to clients who have an inclination towards particular investments that the client may otherwise find challenging to find themselves.
Financial advisors are the experts who provide knowledgeable advice and expertise in managing investments and other assets.
Best practice for a client when choosing a financial advisor is to request references from previous clients and review your requirements before committing resources or money to an advisor.
There are many different payment models for financial advisors, including commission-based, hourly fees, and a retainer.