Find a Financial Planner in Philadelphia, PA

 

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

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We Only Work With The Best Philadelphia 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 Philadelphia, PA


  • Financial Advisor Close to Philadelphia, 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 Philadelphia 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 Philadelphia 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 Philadelphia, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
16.7% of Philadelphia'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 Philadelphia area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Philadelphia area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Philadelphia area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Philadelphia 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 is a service offered by many financial advisors, planners, and other professionals in the Philadelphia area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Philadelphia area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 1579,075
  • % of Population 62 Years and Over: 16.7%
  • Average Home Value: $176,600
  • Average Monthly Housing Cost: $994
  • Average Household Income: $68,379
  • 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 Philadelphia, PA


FIDUCIARY ADVISORS, LLC

Website

(267) 534-2490

1801 Market Street
Suite 1000
Philadelphia, PA 19103

SEC#: 801-72971
Years in Business: 9 years

THE SWARTHMORE GROUP, INC.

Website

(215) 557-9300

1650 Arch Street
Suite 2100
Philadelphia, PA 19103

SEC#: 801-58069
Years in Business: 20 years

XPONANCE, INC.

Website

(215) 567-1100

1845 Walnut Street
Suite 800
Philadelphia, PA 19103

SEC#: 801-51407
Years in Business: 25 years

EFFICIENT ADVISORS

Website

(267) 613-6250

1801 Market Street
Suite 1010
Philadelphia, PA 19103

SEC#: 801-70110
Years in Business: 12 years

LEM CAPITAL, L.P.

Website

(215) 557-9600

2400 Market Street
Suite 303
Philadelphia, PA 19103

SEC#: 801-73703
Years in Business: 9 years

ARDEN FUND MANAGEMENT, LLC

Website

(215) 735-1313

1600 Market Street
Suite 2600
Philadelphia, PA 19103

SEC#: 801-80193
Years in Business: 6 years

WICK CAPITAL PARTNERS, LLC

Website

(215) 302-3535

123 South Broad Street
Suite 1330
Philadelphia, PA 19109

SEC#: 801-114337
Years in Business: 2 years

FS MULTI-ALTERNATIVE ADVISOR, LLC

Website

(215) 220-6651

201 Rouse Boulevard

Philadelphia, PA 19112

SEC#: 801-113895
Years in Business: 2 years

PRUDENT MANAGEMENT ASSOCIATES

Website

(215) 994-1062

1735 Market Street
Suite 3902
Philadelphia, PA 19103

SEC#: 801-20018
Years in Business: 37 years

WESCOTT FINANCIAL ADVISORY GROUP LLC

Website

(215) 979-1600

30 South 17th Street

Philadelphia, PA 19103

SEC#: 801-29752
Years in Business: 34 years