Find a Financial Advisor in Wyomissing, PA

 

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

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We Only Work With The Best Wyomissing 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 Wyomissing, PA


  • Financial Advisor Close to Wyomissing, 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 Wyomissing, 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 Wyomissing, PA

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

  • Population: 10,473
  • % of Population 62 Years and Over: 30.6%
  • Average Home Value: $247,400
  • Average Monthly Housing Cost: $1,408
  • Average Household Income: $125,439
  • 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 Wyomissing, PA

 

ATLAS WEALTH PARTNERS LLC

Website

(610) 268-6807

2 Meridian Boulevard
First Floor
Wyomissing, PA 19610

SEC#: 801-102469
Years in Business: 6 years

WEIK CAPITAL MANAGEMENT

Website

(610) 376-2240

1075 Berkshire Blvd
Suite 825
Wyomissing, PA 19610

SEC#: 801-30452
Years in Business: 34 years

CONNORS INVESTOR SERVICES INC

Website

(610) 376-7418

1210 Broadcasting Road
Suite 200
Wyomissing, PA 19610

SEC#: 801-6211
Years in Business: 51 years

LOUNTZIS ASSET MANAGEMENT, LLC

Website

(610) 375-2585

60 Commerce Drive

Wyomissing, PA 19610

SEC#: 801-80715
Years in Business: 6 years

WADDELL & REED, INC.

Website

(610) 374-6249

Treeview Corporate Center
2 Meridian Blvd 1st Floor
Wyomissing, PA 19610

SEC#: 801-16720
Years in Business: 39 years

VERITY ASSET MANAGEMENT, INC.

Website

(610) 816-7297

928 Penn Avenue

Wyomissing, PA 19610

SEC#: 801-66730
Years in Business: 15 years

DOMANI WEALTH, LLC

Website

(610) 927-4685

2755 Century Blvd.
Suite 200
Wyomissing, PA 19610

SEC#: 801-80939
Years in Business: 6 years

VERITY ASSET MANAGEMENT, INC.

Website

(610) 816-7297

928 Penn Avenue

Wyomissing, PA 19610

SEC#: 801-66730
Years in Business: 15 years

BUCKINGHAM STRATEGIC WEALTH, LLC

Website

(610) 376-8271

1210 Broadcasting Road
Suite 101
Wyomissing, PA 19610

SEC#: 801-67640
Years in Business: 14 years

 


Wyomissing, PA Financial Advisor FAQs

Absolutely. A financial advisor overseeing your investments and planning is best in order to stay on track and avoid making mistakes. Financial advisors can also offer planned retirement solutions, income tax advice, insurance guidance, estate planning advise and more.
A financial advisor can do things like manage investments more strategically than doing it yourself, provide ongoing reviews throughout retirement so you know where things stand at all times financially, or even help cover gaps in insurance coverage while meeting both short-term and long-term goals.
Financial advisors get compensated through several different methods, but they are most commonly compensated on assets under management.
You'll want someone who has certification and experience in their field as well as good references from past clients so go ahead and ask them about this before you hire anyone.