Find a Financial Planner in West Chester, PA

 

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

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We Only Work With The Best West Chester 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 West Chester, PA


  • Financial Advisor Close to West Chester, 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 West Chester 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 West Chester 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 focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in West Chester include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
10.8% of West Chester'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 West Chester area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the West Chester area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
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 West Chester 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 West Chester 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 West Chester 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 and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the West Chester area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 20,034
  • % of Population 62 Years and Over: 10.8%
  • Average Home Value: $388,800
  • Average Monthly Housing Cost: $1,348
  • Average Household Income: $92,211
  • 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 West Chester, PA


BALLAST FINANCIAL ADVISORS, LLC

Website

(484) 266-7281

535 N. Church St.
Suite 205
West Chester, PA 19380

SEC#: 801-117158
Years in Business: 1 years

TRINITY INVESTMENT ADVISORS, LLC

Website

(610) 344-9300

136 North Church

West Chester, PA 19380

SEC#: 801-66958
Years in Business: 15 years

FINANCIAL COACH

Website

(484) 887-0452

940 E. Boot Rd.
Suite 101
West Chester, PA 19380

SEC#: 801-81042
Years in Business: 6 years

HOEY INVESTMENTS, INC.

Website

(610) 738-4280

410 North High St.

West Chester, PA 19380

SEC#: 801-80919
Years in Business: 6 years

MARKET STREET WEALTH MANAGEMENT

Website

(610) 692-3200

999 West Chester Pike
Suite 202
West Chester, PA 19382

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

WEALTHCARE ADVISORY PARTNERS LLC

Website

(804) 644-4711

1065 Andrew Drive

West Chester, PA 19380

SEC#: 801-80067
Years in Business: 7 years

KEY FINANCIAL, INC.

Website

(610) 429-9050

1045A Andrew Drive

West Chester, PA 19380

SEC#: 801-107742
Years in Business: 5 years

MARQUETTE ASSOCIATES, INC.

Website

(610) 719-0300

600 Willowbrook Lane
Suite 610
West Chester, PA 19382

SEC#: 801-71334
Years in Business: 11 years