Wealth Management in Devon, PA

We did the hard work of finding trustworthy partners in Devon, PA. Fill out the form to get connected.

Connect With a Wealth Manager


MSN Money
Business Insider
Yahoo Finance
Market Watch

List of Firms

Devon, PA Wealth Management Firms

SEC File# 801-70060
CRD# 149946
Location 80 W Lancaster Ave #230, Devon, PA 19333, USA
Phone (610) 848-6760
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
John Hancock Financial Network
Location 208 Old Lancaster Rd, Devon, PA 19333, USA
Phone (484) 581-1184
The Heritage Wealth Management Team - Morgan Stanley
Location 889 Cassatt Rd Suite 100, Berwyn, PA 19312, USA
Phone (610) 408-1996
The Mundy Wealth Management Group - Morgan Stanley
Location 899 Cassatt Rd Suite 100, Berwyn, PA 19312, USA
Phone (610) 408-1993
Newbridge Wealth Management, LLC
5 out of 5
Location 1000 Westlakes Dr #130, Berwyn, PA 19312, USA
Phone (484) 329-8877
Villanova Investment Management Company
Location 1000 Chesterbrook Blvd, Berwyn, PA 19312, USA
Phone (267) 597-3829
Merrill Lynch Wealth Management Advisor Michael J Dobbyn
Location 724 W Lancaster Ave, Wayne, PA 19087, USA
Phone (610) 687-7909
SEC File# 801-117215
CRD# 305118
Location 435 Devon Park Dr Suite 715, Wayne, PA 19087, USA
Phone (610) 989-3900
Merrill Lynch Wealth Management Advisor Branden R Sacks
Location 724 W Lancaster Ave, Wayne, PA 19087, USA
Phone (610) 687-7903
Retirement Portfolio Solutions
Location 321 S Valley Forge Rd, Devon, PA 19333, USA
Phone (484) 919-5423
Structured Asset Management Inc
Location 1205 Westlakes Dr #370, Berwyn, PA 19312, USA
Phone (610) 648-0700
Trinity Wealth Management
SEC File# 801-114053
CRD# 169216
4 out of 5
Location 1000 Westlakes Dr #275, Berwyn, PA 19312, USA
Phone (610) 296-2020
Wealth Management in Devon, PA

Where Wealth Management Advisors in Devon, PA Serve

Devon, PA is a charming and affluent community located in Chester County, Pennsylvania, known for its picturesque landscapes, historic landmarks, and vibrant neighborhoods. Home to some of the top employers in the region, Devon is a bustling hub of economic activity and cultural diversity. The town is easily accessible via major highways and streets, including the Pennsylvania Turnpike, Route 30, and Route 202. Some of the most notable landmarks in Devon include the Devon Horse Show and Country Fair, the Devon Park Shopping Center, and the historic Jenkins Arboretum and Gardens. The town is also home to a variety of neighborhoods, ranging from cozy residential areas to bustling commercial districts, making it an ideal destination for families, professionals, and visitors alike. Whether you're looking for a quiet retreat or a bustling urban center, Devon has something to offer everyone.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Devon, PA can benefit from a bank in a multitude of ways. For starters, a bank can offer loans to individuals who may need financial assistance for personal or business reasons. Additionally, banks provide checking and savings accounts, which allow residents to manage their money more efficiently. With the convenience of online banking, residents can easily access their accounts and make transactions from the comfort of their own homes. Furthermore, a bank can offer investment opportunities for those looking to grow their wealth. In a town like Devon, known for its affluent community and proximity to Philadelphia, investment options can be particularly attractive. Overall, a bank can provide residents with the financial resources and tools necessary to achieve their goals and improve their overall quality of life.

Insurance Broker

Residents of Devon, PA could greatly benefit from the services of an insurance broker. With its affluent population and high property values, Devon presents unique challenges when it comes to insurance coverage. An experienced broker can help residents navigate the complex world of insurance, from finding the right coverage for their homes and vehicles to securing adequate protection for their businesses. Additionally, Devon's location in the heart of the Main Line means that residents may face increased risks from severe weather events, such as flooding and hailstorms. An insurance broker can help residents assess their risk and choose policies that provide appropriate coverage for these types of events. Overall, working with an insurance broker can provide peace of mind for Devon residents, knowing that they have the right coverage in place to protect their assets and livelihoods.

Retirement Planning

Residents of Devon, PA can benefit greatly from the services of a retirement planner. One specific way in which a retirement planner can help is by providing guidance on tax-efficient retirement income strategies. Devon, PA is known for its affluent population, and many retirees in the area may have substantial retirement savings and investments. A retirement planner can help these individuals navigate the complexities of tax laws and regulations to ensure that they are maximizing their retirement income while minimizing their tax liability. Additionally, a retirement planner can provide advice on estate planning and wealth transfer strategies, which can be especially important for residents of Devon, PA who may have significant assets to pass on to their heirs. Overall, a retirement planner can provide invaluable support and guidance to help residents of Devon, PA achieve their retirement goals and enjoy a comfortable and financially secure retirement.

Financial Advisor

Residents of Devon, PA can greatly benefit from the services of a financial advisor. With its affluent community, many individuals in Devon have complex financial portfolios that require expert guidance. A financial advisor can assist with a wide range of financial matters, from investment management to retirement planning. In particular, residents in Devon may need assistance with estate planning due to the high property values and significant assets in the area. A financial advisor can help navigate the complexities of estate planning, ensuring that individuals have a clear plan in place for the transfer of their assets to their heirs. Additionally, with the high cost of living in Devon, many residents may need guidance on how to budget and save effectively to meet their financial goals. A financial advisor can provide valuable insight and advice on how to manage expenses and build a strong financial foundation for the future.

Mortgage Loan Officer

Residents of Devon, PA would greatly benefit from the expertise of a mortgage loan officer. With the town's affluent population and high property values, navigating the mortgage process can be complex and overwhelming. A skilled loan officer can assist residents in securing the best possible interest rates and loan terms, as well as provide guidance on the various loan options available. Additionally, with Devon's proximity to Philadelphia and its bustling job market, a loan officer can help residents determine how much house they can afford and create a customized financial plan to suit their needs. The loan officer can also provide valuable insight into the local real estate market, which is known for its competitive bidding and fast-paced transactions. Overall, the guidance and support of a mortgage loan officer can make the home buying process in Devon, PA much smoother and less stressful for its residents.

Tax Services

Residents of Devon, PA can benefit from the expertise and guidance of a tax advisor in a multitude of ways. One specific area in which a tax advisor can provide valuable assistance is in navigating the complex tax laws surrounding property ownership in Devon. With its affluent population and high property values, Devon residents may be subject to a variety of taxes, including property taxes, estate taxes, and inheritance taxes. A tax advisor can help residents understand their tax obligations and develop strategies to minimize their tax burden. Additionally, a tax advisor can provide guidance on tax-advantaged investment opportunities, such as 529 college savings plans and retirement accounts, which can help Devon residents plan for their financial future. Overall, the expertise of a tax advisor can help residents of Devon, PA make informed decisions and optimize their financial outcomes.

Estate Planning Lawyer

Residents of Devon, PA can benefit from the services of an estate planning lawyer in numerous ways. For instance, an estate planning lawyer can assist in creating a comprehensive estate plan that includes a will, trust, and other essential legal documents. This is particularly important for the residents of Devon, PA, who are known for their affluent lifestyles and high net worth. The lawyer can also help in minimizing estate taxes and ensuring that assets are distributed according to the client's wishes. Additionally, the lawyer can provide guidance on how to protect assets and plan for long-term care needs. With the complex laws and regulations surrounding estate planning, having a knowledgeable and experienced lawyer can make all the difference in securing a client's financial future and protecting their legacy.


Comprehensive Wealth Management FAQs