Find a Financial Advisor in Newtown, PA

 

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We did the hard work of finding trustworthy partners 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 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 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

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: 2 years

INSIGHT ADVISORS, LLC

Website

(215) 550-6011

10 N. State Street

Newtown, PA 18940

SEC#: 801-78355
Years in Business: 8 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: 1 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

 


Newtown, PA Financial Advisor FAQs

Financial advisors are people who manage your finances. They might be passionate about certain things like stocks or real estate, but there are all types of financial advisors, which range from those dealing with only the rich to those managing public organizations' money.
One way to find a financial advisor is through word of mouth. If you know anyone with experience in financial advising, they most likely will be able to recommend someone. Another method is searching the internet for top financial advisors or something similar and weed out those who match your requirements. You can also reach out to an independent third-party organization which offers a referral service that lists members of the profession who have been screened according to their qualification criteria.
Everyone needs a financial advisor. A personal financial advisor can monitor your investments, map out your retirement goals, offer guidance on where you should be putting your money by saving versus withdrawing versus spending. They are trained to negotiate the sometimes confusing maze of investment choices and special deals for corporations’ clients. They can advise on whether it would be more beneficial for you to invest in stocks or bonds, because they have access to different marketplaces not available to the general public.
The best choice would be to find one in your field of interest and ask them for a portfolio review. If they refuse, make sure to research their website and background before signing up with them.