West Chester, PA Financial Advisors and Resources



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: 2 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

WEALTHCARE CAPITAL MANAGEMENT LLC

Website

(804) 644-4711

1065 Andrew Drive

West Chester, PA 19380

SEC#: 801-60183
Years in Business: 20 years


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.)


West Chester, PA Financial Advisor FAQs

The best way is to go with word-of-mouth from friends, family members, and coworkers. It's also a good idea to check their licensing status with the National Association of Securities Dealers at www.nasdsd website before going through the interview process, as well as any regulatory action taken against them.
Get information about their professional background so you have a better idea of their experience and expertise. A concrete character reference of the financial advisor would be very helpful to get to know him/her more.
Financial advisors generally advise clients in their investment distributions, provide guidance to make better financial decisions, and discuss issues on taxation, budgets, risk management, and other financial matters.
A financial advisor is the go-to for making informed financial decisions. They're able to take all sorts of complicated topics and break them down in a way that we can understand, while providing solutions for common problems we don't know how to fix ourselves.