Find a Financial Advisor in New Hope, PA

 

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

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We Only Work With The Best New Hope 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 New Hope, PA


  • Financial Advisor Close to New Hope, 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 New Hope, 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 New Hope, PA

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

  • Population: 2,513
  • % of Population 62 Years and Over: 28.6%
  • Average Home Value: $591,900
  • Average Monthly Housing Cost: $1,624
  • Average Household Income: $153,957
  • 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 New Hope, PA

 

PARSONS CAPITAL MANAGEMENT, LLC

Website

(908) 730-0011

1 South Sugan Road

New Hope, PA 18938

SEC#: 801-61362
Years in Business: 19 years

ROCKWOOD WEALTH MANAGEMENT, LLC

Website

(267) 983-6400

6464 Lower York Road

New Hope, PA 18938

SEC#: 801-69884
Years in Business: 12 years

GLAZER CAPITAL, LLC.

Website

(212) 808-7304

4 Village Row
Logan Square
New Hope, PA 18938

SEC#: 801-65644
Years in Business: 15 years

 


New Hope, PA Financial Advisor FAQs

Yes. A financial advisor can help you with many aspects of your finances, such as investment strategies and retirement planning.
The first step in deciding on a financial advisor is to decide what type of advice you need. This will help you narrow down the list of potential advisors.
Financial advisors get paid in different ways. You may get paid a flat fee, or you may receive a specific percentage of the financial instruments that they purchase for their clients from the stock exchange. Or, if your investment is something other than stocks and shares, it could be a commission system.
Financial advisors can range in cost, on average they will charge you about 1% of your assets under management per year.