Find a Financial Advisor in Monroe County, PA


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

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We Only Work With The Best Monroe 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


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


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 Monroe County, PA

  • Financial Advisor Close to Monroe 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 Monroe County, PA

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Monroe County, PA

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

  • Population: 168,032
  • % of Population 62 Years and Over: 20.8%
  • Average Home Value: $171,900
  • Average Monthly Housing Cost: $1,241
  • Average Household Income: $80,849
  • 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 Monroe County, PA




(570) 688-9898

2813 Route 611

Tannersville, PA 18372

SEC#: 801-78187
Years in Business: 8 years


Monroe County, PA Financial Advisor FAQs

High quality financial advisors are typically on the more expensive side, but they are worth it. Cost doesn't always dictate quality, but on average, high profile financial advisors tend to be higher cost because their services are on demand and often go above and beyond what an ordinary person would need.
It never hurts to ask family, friends, and co-workers for their recommendations of who they have dealt with in the past. Be sure to go over priorities before getting quotes from potential candidates so that there is no confusion down the line about fees/charges/hourly rates etc. when you are finalizing discussions with an advisor.
Financial advisors provides consultations about finances and investments that can be tailored to any individual's needs. They also offer guidance on retirement planning, college savings, wealth management, mortgage lending, trust services and insurance purchasing.
Look for agents that are registered with the Securities Exchange Commission (SEC) or that have FINRA certification. Seek guidance from trusted sources such as family and friends, fellow business owners, accountants, etc. Finally, take time to read customer endorsements online. The more glowing recommendations you see via social media outlets the better!