Find a Financial Planner in Newtown, PA

 

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We Only Work With The Best Newtown 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 Newtown, PA


  • Financial Advisor Close to Newtown, 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 Newtown 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 Newtown 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 service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Newtown can include managing client retirement accounts, investments, tax plans, and more.
29.3% of Newtown'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 Newtown area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Newtown area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
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 Newtown area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Newtown 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 Newtown 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Newtown area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 1,957
  • % of Population 62 Years and Over: 29.3%
  • Average Home Value: $569,600
  • Average Monthly Housing Cost: $1,841
  • Average Household Income: $158,303
  • 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 Newtown, PA


TFG WEALTH MANAGEMENT, LLC

Website

(866) 296-8156

642 Newtown-Yardley Road
Suite 115
Newtown, PA 18940

SEC#: 801-116753
Years in Business: 1 years

INSIGHT ADVISORS, LLC

Website

(215) 550-6011

10 N. State Street

Newtown, PA 18940

SEC#: 801-78355
Years in Business: 7 years

46 PEAKS INVESTMENT ADVISORY GROUP

Website

(215) 497-8310

760 Newtown Yardley Road
Suite 114
Newtown, PA 18940

SEC#: 801-117945
Years in Business: 1 years

VERICREST PRIVATE WEALTH, LLC

Website

(215) 809-2002

41 University Drive
Suite 400
Newtown, PA 18940

SEC#: 801-119692
Years in Business: 0 years

MAIN STREET FINANCIAL SOLUTIONS, LLC

Website

(609) 730-9222

503 E. Washington Avenue
Suite 1C
Newtown, PA 18940

SEC#: 801-117871
Years in Business: 1 years

CORDATUS WEALTH MANAGEMENT LLC

Website

(215) 579-5981

10 North State St
1st Floor
Newtown, PA 18940

SEC#: 801-107770
Years in Business: 5 years

INNOVA WEALTH PARTNERS, LLC

Website

(888) 270-1574

12 Terry Drive
Suite 203
Newtown, PA 18940

SEC#: 801-117798
Years in Business: 1 years

BRICK & KYLE ASSOCIATES INC

Website

(215) 493-8787

905 Mt Eyre Rd

Newtown, PA 18940

SEC#: 801-55370
Years in Business: 23 years

TOWERCREST CAPITAL MANAGEMENT, LLC

Website

(215) 809-2000

41 University Drive
Suite 400
Newtown, PA 18940

SEC#: 801-80857
Years in Business: 6 years

PRISM ADVISORY GROUP, LLC

Website

(215) 579-0966

4 Caufield Place
Suite 102
Newtown, PA 18940

SEC#: 801-70938
Years in Business: 11 years