Find a Financial Advisor in State College, PA

 

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We Only Work With The Best State College Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 State College, PA


  • Financial Advisor Close to State College, 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 State College, 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 State College, PA

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

  • Population: 42,275
  • % of Population 62 Years and Over: 7.8%
  • Average Home Value: $327,100
  • Average Monthly Housing Cost: $1,076
  • Average Household Income: $58,035
  • 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 State College, PA

 

ABUNDANCE WEALTH COUNSELORS, LLC

Website

(814) 861-3810

232 Regent Court

State College, PA 16801

SEC#: 801-60373
Years in Business: 20 years

MCCLARREN FINANCIAL ADVISORS

Website

(814) 235-1940

1364 South Atherton Street

State College, PA 16801

SEC#: 801-119274
Years in Business: 1 years

VICUS CAPITAL, INC.

Website

(855) 558-4287

476 Rolling Ridge Drive
Suite 315
State College, PA 16801

SEC#: 801-60628
Years in Business: 20 years

NESTLERODE & LOY, INC.

Website

(814) 238-6249

110 Regent Court, Suite 202

State College, PA 16801

SEC#: 801-112333
Years in Business: 3 years

MARINER, LLC

Website

(814) 867-2050

1375 Martin Street
Suite 200
State College, PA 16803

SEC#: 801-66632
Years in Business: 15 years

H. BECK, INC.

Website

(814) 231-2269

1600 University Drive

State College, PA 16801

SEC#: 801-
Years in Business: 0 years

F.N.B. INVESTMENT ADVISORS INC

Website

(814) 272-4115

117 South Allen Street

State College, PA 16801

SEC#: 801-56609
Years in Business: 22 years

BEACON WEALTH CONSULTANTS, INC.

Website

(540) 345-3891

19 Colonnade Way
Suite 117, Pmb #132
State College, PA 16803

SEC#: 801-118970
Years in Business: 1 years

GROVE POINT ADVISORS, LLC

Website

(814) 231-2269

1600 University Drive

State College, PA 15220

SEC#: 801-56879
Years in Business: 22 years

 


State College, PA Financial Advisor FAQs

Financial advisors advise their clients on managing risk by using comprehensive asset allocation strategies that suit an individual's tolerance for certain types of risks. The two broad categories of assets are risky assets (stocks) and safe assets (bonds).
Yes. It's recommended to have one because people tend not to plan for financial difficulties. It can be difficult, but it is very important that you keep your money off the table for no more than an hour after each deposit into the account, because there are fees involved with borrowing against investments and they cost a lot of money.
A given financial advisor can be paid on a commission basis, hourly wage basis, salary-only basis, or any combination of the three.usually from 2% up to 10%, where high
When you are looking for a financial advisor, make sure to do your research. Chat with friends and family who may have experience in this or take a look at what prospective advisors say about themselves online.