Find a Financial Advisor in Plymouth Meeting, PA

 

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

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We Only Work With The Best Plymouth Meeting 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 Plymouth Meeting, PA


  • Financial Advisor Close to Plymouth Meeting, 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 Plymouth Meeting, 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 Plymouth Meeting, PA

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

  • Population: 6,947
  • % of Population 62 Years and Over: 22.4%
  • Average Home Value: $376,600
  • Average Monthly Housing Cost: $1,695
  • Average Household Income: $116,637
  • 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 Plymouth Meeting, PA

 

CENTURION ASSET MANAGEMENT, LLC

Website

(610) 629-0660

610 W. Germantown Pike
Suite 350
Plymouth Meeting, PA 19462

SEC#: 801-71975
Years in Business: 11 years

LEGACY ADVISORS, LLC

Website

(610) 943-3000

401 Plymouth Road
Suite 150
Plymouth Meeting, PA 19462

SEC#: 801-66582
Years in Business: 15 years

CENTERSQUARE INVESTMENT MANAGEMENT LLC

Website

(610) 834-9500

630 West Germantown Pike
Suite 300
Plymouth Meeting, PA 19462

SEC#: 801-111965
Years in Business: 4 years

MARKET STREET WEALTH MANAGEMENT, LLC

Website

(610) 546-7485

600 West Germantown Pike
Suite 400
Plymouth Meeting, PA 19462

SEC#: 801-81172
Years in Business: 6 years

SIGMA PLANNING CORPORATION

Website

(610) 825-4066

4066 Butler Pike

Plymouth Meeting, PA 19462

SEC#: 801-20404
Years in Business: 37 years

THE MARSHALL FINANCIAL GROUP, INC

Website

(215) 348-9393

201 Kensey Road

Plymouth Meeting, PA 19462

SEC#: 801-62319
Years in Business: 18 years

KEY INVESTMENT SERVICES LLC

Website

(610) 832-1581

401 Plymouth Road
Suite 600
Plymouth Meeting, PA 19462

SEC#: 801-65060
Years in Business: 15 years

KEY INVESTMENT SERVICES LLC

Website

(610) 832-1581

401 Plymouth Road
Suite 600
Plymouth Meeting, PA 19462

SEC#: 801-65060
Years in Business: 15 years

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Website

(215) 643-3900

610 West Germantown Pike
Suite 400
Plymouth Meeting, PA 19462

SEC#: 801-57242
Years in Business: 21 years

 


Plymouth Meeting, PA Financial Advisor FAQs

You should ask your potential financial advisor the following questions. 1) Do they have a fiduciary duty to their clients? 2) Are they registered with any governing body? 3) What are their credentials for providing advice on my tax situation? 4) What certifications do they possess or not possess?
Yes. A financial advisor is important to anyone who has any significant savings, investments, retirement contributions or money related question that they would like advice on.
A financial advisor can be a bargain or a terrible expense, depending on their products and the client. The cost of a solid investment professional will vary from person to person according to their level of need. Some basic services may start between $3-5,000 annual cost per year for a discretionary trader who deals with investments that are not protected by default.
First and foremost, you should do your research so you can thoroughly evaluate their credentials and trustworthiness. Secondly, your choice of advisor will depend on what services you need.