Find a Financial Advisor in Yardley, PA

 

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

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We Only Work With The Best Yardley 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 Yardley, PA


  • Financial Advisor Close to Yardley, 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 Yardley, 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 Yardley, PA

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

  • Population: 2,480
  • % of Population 62 Years and Over: 25.2%
  • Average Home Value: $398,500
  • Average Monthly Housing Cost: $1,558
  • Average Household Income: $122,005
  • 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 Yardley, PA

 

PROMETHEUS CAPITAL MANAGEMENT CORP.

Website

(215) 321-9312

30 S. Main Street

Yardley, PA 19067

SEC#: 801-113098
Years in Business: 3 years

PENN INVESTMENT ADVISORS, INC.

Website

(180) 062-1027

107 Floral Vale Blvd

Yardley, PA 19067

SEC#: 801-70683
Years in Business: 12 years

APEX FINANCIAL ADVISORS, INC

Website

(215) 493-1900

85 South Main Street

Yardley, PA 19067

SEC#: 801-71884
Years in Business: 11 years

COVERED BRIDGE ADVISORS, LLC

Website

(215) 579-5760

708 Floral Vale Blvd.

Yardley, PA 19067

SEC#: 801-112298
Years in Business: 4 years

CROSSGATE WEALTH ADVISORS, LLC

Website

(215) 860-2234

605 Floral Vale Blvd.

Yardley, PA 19067

SEC#: 801-80475
Years in Business: 7 years

VENTURA WEALTH MANAGEMENT

Website

(866) 899-0068

820 Township Line Road
Suite 100
Yardley, PA 19067

SEC#: 801-70883
Years in Business: 12 years

THE ESTATE PLANNERS GROUP

Website

(215) 321-4410

37 S. Delaware Avenue
Suite 1
Yardley, PA 19067

SEC#: 801-110033
Years in Business: 4 years

DYNAMIC ADVISOR SOLUTIONS LLC

Website

(602) 730-7020

1760 Ashbourne Drive

Yardley, PA 19067

SEC#: 801-72203
Years in Business: 10 years

SOVEREIGN FINANCIAL GROUP, INC.

Website

(888) 765-8180

301 Oxford Valley Road
Building 1800
Yardley, PA 19067

SEC#: 801-114529
Years in Business: 2 years

 


Yardley, PA Financial Advisor FAQs

There are many people who believe that they can manage their own finances, but this is not for everyone. The amount of financial knowledge required to live comfortably in today’s world is substantial, and it may be worth your time to find someone with experience you trust.
Your financial advisor should be someone who you can trust, is committed to honoring your values, understands investment risks and how they apply to your current situation.
Financial advisors help clients plan for their goals and then map out the best way to reach them. This includes reviewing budgets, 401Ks, IRA accounts, credit card debt, mortgage payments and more. Advisors use this information with research on markets trends to formulate strategies with recommendations for what your investments should be made in order to maximize returns at minimum risk. The advisor will also advise you about how much insurance coverage is needed so that there is no lack of protection if anything were to happen.
Yes. You may want to speak with a financial advisor to help create and implement a strategy for saving for and funding long term and short term goals, such as retirement or paying for your children's college education.