Wealth Management in Bucks County, PA

We did the hard work of finding trustworthy partners in Bucks County, PA. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Bucks County, PA Wealth Management Firms

Bucks County Financial Planning Group, Inc.
Location 41 University Dr #400, Newtown, PA 18940, USA
Phone (267) 738-3350
Language http://www.bcfpg.com/
Directions
Merrill Lynch Wealth Management Advisor Chris A Barnish-Zusin
Location 600 Hyde Park Suite 600, Doylestown, PA 18902, USA
Phone (215) 340-3308
Language https://fa.ml.com/pennsylvania/doylestown/chris.barnish
Directions
Flaherty Financial Services, LLC
Location 644 E Broad St, Souderton, PA 18964, USA
Phone (215) 723-2000
Language http://www.samflaherty.com/
Directions
Edelman Wealth Management Group
5 out of 5
Location Heston Hall, 1790 Langhorne Yardley Rd Suite 202, Yardley, PA 19067, USA
Phone (215) 579-5601
Language http://www.edelmanwealthmanagement.com/
Directions
JRB Wealth Management
5 out of 5
Location 15 W Afton Ave, Yardley, PA 19067, USA
Phone (215) 321-8650
Language http://www.jrbwealthmanagement.com/
Directions
Marshall Private Wealth Management - Ameriprise Financial Services, LLC
Location 2300 Lincoln Hwy Ste 140, Langhorne, PA 19047, USA
Phone (215) 757-7600
Language https://www.ameripriseadvisors.com/team/marshall-private-wealth-management/?cid=IP_local_google
Directions
Invictus Wealth Management
Location 2005 S Easton Rd Suite 204, Doylestown, PA 18901, USA
Phone (267) 507-9787
Directions
TFG Wealth Management
SEC File# 801-116753
CRD# 148025
Location 538 Durham Rd, Newtown, PA 18940, USA
Phone (866) 296-8156
Language http://www.tfgwealth.com/
Directions
Axiom Wealth Management
Location 1155 Quarry Commons Dr, Yardley, PA 19067, USA
Phone (215) 321-4300
Language http://axiomwealthmgmt.com/
Directions
Wealth Management in Bucks County, PA

Where Wealth Management Advisors in Bucks County, PA Serve

Bucks County, PA is a picturesque region located in southeastern Pennsylvania, boasting a rich history and an abundance of landmarks. The area is home to several notable landmarks, including the Mercer Museum, the Fonthill Castle, and the Washington Crossing Historic Park. These landmarks offer a glimpse into the area's past and provide a unique cultural experience. In terms of top employers, Bucks County is home to a diverse range of industries, including healthcare, education, and manufacturing. Some of the top employers in the area include St. Mary Medical Center, Bucks County Community College, and Lockheed Martin. When it comes to transportation, Bucks County is well-connected to major highways and streets, including the Pennsylvania Turnpike, I-95, and Route 1. These highways provide easy access to neighboring cities and towns, making Bucks County a convenient location for commuters and travelers alike. The area is comprised of several unique neighborhoods, each with its own distinct character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Bucks County, PA can benefit from a bank in various ways. Firstly, they can access financial products and services that can help them manage their money more efficiently. With the county being home to several small businesses, a bank can provide them with business loans, lines of credit, and merchant services to help them grow. Additionally, a bank can help residents save for their future by offering savings accounts, CDs, and retirement accounts. Furthermore, residents can benefit from the bank's online banking services, which allow them to manage their accounts from anywhere, anytime. With the county's diverse population, a bank can also provide language support to non-English speakers and financial education programs to help residents understand and manage their finances better. Overall, a bank can play a crucial role in supporting the financial needs of the residents of Bucks County, PA.

Insurance Broker

Residents of Bucks County, PA could benefit from the services of an insurance broker in a multitude of ways. Firstly, the broker could help them navigate the complex world of health insurance, which is especially important given the high rates of diabetes and heart disease in the area. Additionally, an insurance broker could assist residents in finding the most affordable and comprehensive coverage for their homes and vehicles, which is crucial given the high cost of living in Bucks County. Furthermore, the broker could provide guidance on life insurance policies, which is especially important given the aging population of the area and the need for families to plan for the future. Overall, an insurance broker could provide invaluable assistance to residents of Bucks County, PA in securing the coverage they need to protect themselves and their loved ones.

Retirement Planning

Residents of Bucks County, PA can greatly benefit from the expertise of a retirement planner. With its affluent communities and high cost of living, Bucks County presents unique challenges to those planning for retirement. A retirement planner can help residents navigate the complexities of retirement planning, including tax strategies, investment options, and estate planning. Additionally, a retirement planner can offer guidance on healthcare costs, which can be particularly high in Bucks County due to its proximity to major medical centers. By working with a retirement planner, residents of Bucks County can feel confident that they are making informed decisions and maximizing their retirement savings.

Financial Advisor

Residents of Bucks County, PA could benefit from the expertise of a financial advisor in a variety of ways. One specific example is the high cost of living in the area, which can make it challenging for individuals and families to save for the future. A financial advisor can help residents navigate the complex financial landscape of Bucks County, providing guidance on everything from budgeting and saving to investing and retirement planning. With their knowledge and experience, financial advisors can help residents make informed decisions about their finances, ensuring that they are able to achieve their long-term goals and maintain financial stability in the face of economic uncertainty. Whether it's creating a personalized investment strategy or developing a comprehensive financial plan, a financial advisor can provide invaluable support and guidance to residents of Bucks County, PA.

Mortgage Loan Officer

Residents of Bucks County, PA can benefit greatly from the services of a mortgage loan officer. These professionals can help residents secure the financing they need to purchase a new home or refinance their existing mortgage. With its charming small towns, historic landmarks, and proximity to Philadelphia, Bucks County is a highly desirable place to live. However, the high cost of living in this area can make it difficult for many residents to afford a home. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including understanding the different types of loans available, determining how much they can afford to borrow, and finding the best interest rates. They can also provide guidance on the home buying process, from finding the right property to negotiating the terms of the sale. With the help of a mortgage loan officer, residents of Bucks County can achieve their dream of homeownership and enjoy all that this beautiful area has to offer.

Tax Services

Residents of Bucks County, PA can benefit from the expertise of a tax advisor in various ways. One specific area where a tax advisor can help is in navigating the local tax laws. Bucks County, PA has a complex tax system that can be overwhelming for residents without the right knowledge. A tax advisor can assist in understanding the different tax brackets, exemptions, and deductions available to residents. Additionally, they can provide guidance on how to minimize tax liabilities and maximize tax refunds. A tax advisor can also help with tax planning for long-term financial goals, such as retirement or college savings. With their expertise, residents can make informed decisions about their finances and ensure compliance with local tax laws.

Estate Planning Lawyer

Residents of Bucks County, PA can benefit from the services of an estate planning lawyer in a multitude of ways. Firstly, an estate planning lawyer can assist in the creation of a comprehensive estate plan that includes wills, trusts, and other legal documents that ensure the smooth transfer of assets to beneficiaries. This is particularly important in Bucks County, PA, where the median home value is $357,000, making it vital to have a plan in place to protect valuable assets. Additionally, an estate planning lawyer can help minimize tax liabilities and provide guidance on how to best structure assets to maximize their value. Furthermore, an estate planning lawyer can provide peace of mind by ensuring that end-of-life wishes are properly documented and executed, including healthcare directives and powers of attorney. Overall, an estate planning lawyer can provide invaluable assistance to residents of Bucks County, PA, helping them protect their assets, minimize taxes, and ensure their wishes are carried out.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a wealth manager in Bucks County, PA are designed to cater to the needs of high net worth individuals seeking to preserve and grow their wealth. These services encompass a broad range of activities, including investment management, tax planning, estate planning, risk management, and philanthropic planning. A wealth manager in Bucks County, PA can help clients navigate the complex financial landscape of the region, which is known for its diverse economy, high standard of living, and affluent population. From the historic towns and picturesque countryside to the bustling business districts and cultural attractions, Bucks County, PA offers a unique blend of old-world charm and modern sophistication that requires a wealth manager with a deep understanding of the local market and its nuances. With a wealth manager in Bucks County, PA, clients can rest assured that their financial needs will be met with the utmost professionalism, expertise, and attention to detail.

Bucks County, Pennsylvania is an exceptional location to get a wealth manager due to its thriving economy and abundance of financial institutions. With its proximity to major metropolitan areas such as Philadelphia and New York City, Bucks County offers a unique blend of suburban and urban living. The county is home to a diverse range of industries, including healthcare, finance, and technology, which has led to a robust job market and a wealth of investment opportunities. Additionally, Bucks County boasts a high median household income and a low unemployment rate, indicating a stable and prosperous community. With so many options for financial services, from large banks to boutique firms, individuals seeking a wealth manager in Bucks County can be confident in finding a highly qualified and experienced professional to manage their assets.