Find a Financial Advisor in Phoenixville, PA

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Our partners will never sell investment products they receive a commission from

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All of our partners are advisors who hold the proper designations from FINRA

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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 Phoenixville, PA

  • Financial Advisor Close to Phoenixville, 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 Phoenixville, 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 Phoenixville, PA

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

  • Population: 16,895
  • % of Population 62 Years and Over: 14.8%
  • Average Home Value: $238,800
  • Average Monthly Housing Cost: $1,360
  • Average Household Income: $84,510
  • 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.)


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The Top Financial Advisor Firms in Phoenixville, PA

 

BOUVEL INVESTMENT PARTNERS, LLC

Website

(610) 933-3300

1220 Valley Forge Road
Suite 43
Phoenixville, PA 19460

SEC#: 801-79817
Years in Business: 7 years

BARNSTONE ADVISORS LLC

Website

(610) 917-2210

388 West Pothouse Road
Suite A
Phoenixville, PA 19460

SEC#: 801-112449
Years in Business: 4 years

AMERIPRISE FINANCIAL SERVICES, LLC.

Website

(484) 302-5162

743 Pike Springs Rd

Phoenixville, PA 19460

SEC#: 801-28543
Years in Business: 35 years

STRATEGIC INVESTMENT MANAGEMENT, LLC

Website

(703) 243-4433

605 Cherry Lane

Phoenixville, PA 19460

SEC#: 801-31849
Years in Business: 34 years

TRIAD ADVISORS, LLC

Website

(610) 560-2003

1220 Valley Forge Road
Suite 3
Phoenixville, PA 19460

SEC#: 801-55518
Years in Business: 23 years

NATIONWIDE SECURITIES, LLC

Website

(610) 933-6070

1200 Charlestown Rd

Phoenixville, PA 19460

SEC#: 801-69260
Years in Business: 13 years

AMERIPRISE FINANCIAL SERVICES, LLC.

Website

(484) 302-5162

743 Pike Springs Rd

Phoenixville, PA 19460

SEC#: 801-28543
Years in Business: 35 years

GOOD LIFE ADVISORS, LLC

Website

(610) 628-2077

400 Franklin Avenue
Suite 203
Phoenixville, PA 19460

SEC#: 801-80003
Years in Business: 7 years

TRIAD ADVISORS, LLC

Website

(610) 560-2003

1220 Valley Forge Road
Suite 3
Phoenixville, PA 19460

SEC#: 801-55518
Years in Business: 23 years

 


Phoenixville, PA Financial Advisor FAQs

Phoenixville is a borough in Chester County, Pennsylvania. It is located about 28 miles northwest of Philadelphia. Phoenixville is a great place to live and work. It is home to several large employers, including Lockheed Martin, Exelon Corporation, and Covanta Energy. In addition, Phoenixville has a vibrant downtown area with many shops and restaurants. Phoenixville is known for its colonial history, steel mill, and as the site of the first whisper campaign. There are also many tourist attractions such as the Colonial Theatre and the Schuylkill River Trail. Financial advisors serve in Phoenixville, PA, a borough in Chester County located 28 miles northwest of Philadelphia, at the junction of French Creek with the Schuylkill River. Its adjacent municipalities are East Pikeland Township on the west, Schuylkill Township on the south and east, and Upper Providence Township on the north. Check out financial advisors working close by in the links below.

A good option is to ask friends and family members for their referrals based on what they know about the profession.

The first question I recommend you make is how they handle their fees. The second key question I recommend is how often the advisor reviews your portfolio and what they do before making any changes to it. Make sure that there is enough frequent monitoring going on in order for you to be comfortable with the plan and confident in its success!

Financial advisors typically charge a percentage of the assets that they manage, as well as commissions on new transactions made by the client.

Having a financial advisor can provide you with an unbiased second opinion on how to make your money work for you. Financial advisors help clients build personalized portfolios of investments that suit their specific needs.


Other Nearby Financial Advisors

Audubon, PA
Malvern, PA
Chesterbrook, PA
Paoli, PA
Fort Washington, PA

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.