Find a Financial Planner in Montgomery County, PA

 

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

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We Only Work With The Best Montgomery 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 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 Montgomery County, PA


  • Financial Advisor Close to Montgomery 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

 

How Can a CFP® in Montgomery County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Montgomery County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Montgomery County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
21.4% of Montgomery County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Montgomery County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Montgomery County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Montgomery County area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Montgomery County area who determine what breaks are available to you to minimize your tax payments. 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 Montgomery County 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 Montgomery County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Montgomery 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 Montgomery County, PA

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

  • Population: 823,823
  • % of Population 62 Years and Over: 21.4%
  • Average Home Value: $321,800
  • Average Monthly Housing Cost: $1,522
  • Average Household Income: $125,928
  • 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 Montgomery County, PA


NEST EGG

Website

(888) 345-2163

20 Ash Street
Suite 300
Conshohocken, PA 19428

SEC#: 801-108790
Years in Business: 4 years

ARIN RISK ADVISORS LLC

Website

(610) 822-3400

1100 East Hector Street
Suite 215
Conshohocken, PA 19428

SEC#: 801-70598
Years in Business: 11 years

EXETER PROPERTY GROUP, LLC

Website

(610) 828-3200

101 W. Elm Street
Suite 600
Conshohocken, PA 19428

SEC#: 801-74368
Years in Business: 9 years

COPELAND CAPITAL MANAGEMENT, LLC

Website

(484) 351-3700

Eight Tower Bridge
161 Washington Street, Suite 1325
Conshohocken, PA 19428

SEC#: 801-68586
Years in Business: 13 years

NORTHSTAR FINANCIAL COMPANIES, INC.

Website

(610) 629-6100

1100 E. Hector St
Suite 399
Conshohocken, PA 19428

SEC#: 801-115004
Years in Business: 2 years

COMPASS ION ADVISORS, LLC

Website

(610) 228-2200

300 Four Falls Corporate Center, Suite 230
300 Conshohocken State Road
Conshohocken, PA 19428

SEC#: 801-78503
Years in Business: 7 years

MILL CREEK CAPITAL ADVISORS, LLC

Website

(610) 941-7700

161 Washington Street
Suite 1500
Conshohocken, PA 19428

SEC#: 801-67173
Years in Business: 14 years

ADDISON CAPITAL

Website

(215) 563-6919

20 Ash Street
Suite 330
Conshohocken, PA 19428

SEC#: 801-68352
Years in Business: 13 years

PPB ADVISORS, LLC

Website

(484) 278-4017

125 East Elm Street
Suite 200
Conshohocken, PA 19428

SEC#: 801-96194
Years in Business: 6 years

CLOVERLAY INVESTMENT MANAGEMENT, LLC

Website

(484) 262-5020

101 West Elm Street, Suite 425

Conshohocken, PA 19428

SEC#: 801-106613
Years in Business: 5 years