Find a Financial Advisor in Wilkes-Barre, PA

 

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We did the hard work of finding trustworthy partners in Wilkes-Barre, PA.

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We Only Work With The Best Wilkes-Barre 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 Wilkes-Barre, PA


  • Financial Advisor Close to Wilkes-Barre, 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 Wilkes-Barre, 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 Wilkes-Barre, PA

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

  • Population: 40,867
  • % of Population 62 Years and Over: 18.9%
  • Average Home Value: $80,200
  • Average Monthly Housing Cost: $738
  • Average Household Income: $50,058
  • 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 Wilkes-Barre, PA

 

CHANCELLOR FINANCIAL GROUP WB LP

Website

(570) 822-4475

15 Public Square
Suite 400
Wilkes-Barre, PA 18701

SEC#: 801-117707
Years in Business: 2 years

GOLDEN WEALTH MANAGEMENT LLC

Website

(570) 208-7050

28 West South Street

Wilkes-Barre, PA 18701

SEC#: 801-117113
Years in Business: 2 years

BERKSHIRE ASSET MANAGEMENT, LLC

Website

(570) 825-2600

46 Public Square
Suite 700
Wilkes-Barre, PA 18701

SEC#: 801-68485
Years in Business: 14 years

DUNCAN FINANCIAL GROUP LLC

Website

(570) 831-9919

613 Baltimore Drive
Suite 3
Wilkes-Barre, PA 18702

SEC#: 801-119284
Years in Business: 1 years

DUNCAN FINANCIAL GROUP LLC

Website

(570) 831-9919

613 Baltimore Drive
Suite 3
Wilkes-Barre, PA 18702

SEC#: 801-119284
Years in Business: 1 years

TRUSTMONT ADVISORY GROUP, INC.

Website

(570) 824-9343

15 Public Square
Suite 306
Wilkes-Barre, PA 18701

SEC#: 801-30694
Years in Business: 34 years

NORTHEAST ADVISERS INC

Website

(570) 824-9343

15 Public Square
Suite 306
Wilkes-Barre, PA 18701

SEC#: 801-57720
Years in Business: 21 years

 


Wilkes-Barre, PA Financial Advisor FAQs

Financial advisors can get paid either by way of a performance-based fee or by way of a commission. Performance-based fees are typically lower for larger investments, but an advisor may not be as incentivized to work with those larger investments if the potential return isn't as large. Compensation also varies depending on the type of service that a financial advisor provides and your specific needs.
It depends. Some people need help sorting through the various investment opportunities for their longer-term financial goals, while others may prefer to do that themselves. The above question does not spell out your financial situation or short-term goals so it is difficult to say what might be best for you. It is recommend speaking with a qualified financial advisor who specializes in working with people like yourself for assistance in making this decision.
One way to find a financial advisor is by getting personal recommendations from people you trust. It's important to ask questions about what kind of work they do, how much they charge, and whether or not their business history has any red flags.
The best way to find a financial advisor is through word of mouth. Ask friends, family, or networking colleagues who have had positive experiences with their advisors for their referrals.