Our partnership was founded on the basis of having a positive impact on people's lives through investment and financial planning. We bring sophisticated planning techniques to busy individuals who lack the time to do it themselves, with over 40 years of combined banking and Wall Street experience. Client portfolios are carefully crafted using our expertise in market research, Individual Retirement Accounts, wealth management, college planning and estate planning.

As a local independent financial advisor in Northampton County, Easton, PA, Keith Hawk has a 
fiduciary duty to act in the best interests of his clients. He mainly works with seniors ages 55-
75 in Northampton County, Lehigh County, Bucks County, and Monroe County PA, as well as Warren 
County and Hunterdon County in NJ. His clients' retirement years are secured by addressing and 
fixing overlooked financial and non-financial "snags" before they happen. Three of these overlooked "snags" include: 1) A program to make sure a wife doesn't lose 1/2 their Social Security income when their husband 
passes away. 2) A program to cover two years worth of long-term care costs without paying a cent in annual 
premiums. 3) Making sure that your Power of Attorney document has the correct language to work with Social 
Security, Medicare, IRS, Veterans Administration, and your banks and brokerages. "As a fee based investment adviser, I have a fiduciary duty to put my client's best interest 
first. I welcome the opportunity to earn your trust and to show you how I do things differently."

How I Work With Clients Long-term focus and discipline start with a sound investment strategy. The first meeting is a complimentary consultation. I like to get acquainted with you and your family to discuss your current financial condition and determine your invetment objectives. Once we begin a business relationship, we proceed to gather all of your financial data, which includes current investments, income, assets, insurances and any debts or loans. Upon determining your goals and objectives, we then analyze the information and agree upon a financial plan. Once an investment plan is agreed upon, our team of specialists will work with your own independent tax and legal advisors. Our goal is to add value through a comprehensive planning approach. Regular portfolio reviews will then be scheduled to monitor your investments and rebalance as necessary. We will also discuss any life changes that may have occurred and the opportunities and challenges that they may present. This is what all present and future clients can expect. I welcome the opportunity to work with you as your investment partner.

Independence Square Advisors is an independent wealth management consulting firm with a simple mission; to support yours. We work with individual investors and business owners across the country so that they can spend less time working and instead focus on doing what they love. Our community of professionals seeks to add value to your life and business through private wealth management, retirement plan consulting, and thoughtful insurance protection.

Goshen Capital is concerned with two things: making sure you understand how and why you're paying us, and providing the most objective, honest advice we can. We take our roles as fiduciaries very seriously. We make every effort to provide upfront, transparent, and fair prices for the services we offer, and clearly communicate why we're worth it. We view our roles in your financial life not just as advisors, but as educators, giving you the knowledge necessary to make good financial decisions at all times in your life, not just when you talk to us. So if you're looking for an advisor promising outsized returns or "secret" retirement income solutions, move on to the next advisor. If you want an advisor here to educate, inform, and put your interests first, then pick up the phone and give us a call and see how we can help you.

Joppa Mill Advisors Ltd. represents the culmination of James' experience as a Financial Advisor with Merrill Lynch and a successful and rewarding thirty-five year career on Wall Street in institutional asset management and capital markets. Drawing on decades of financial markets experience, James provides his clients with a disciplined, goals-based decision-making framework to help them align their personal assets with their financial objectives. As an independent advisor, our clients can be assured that their goals and best interests are always paramount and our recommendations are conflict-free.

Blue Bell Private Wealth Management is a fee-only investment management firm located in suburban Philadelphia.
Our goal is to permanently improve every client's financial position, simplify their lives, and achieve reliable investment results.
Through a team effort, we seek to build and maintain long-term relationships using constant, effective communication and impeccable service.

Premier Prosperity Advisors is on a mission to help you secure a brighter future for yourself and your family. Our investment management company offers financial services to small businesses, professionals and families. We listen to your needs to understand your financial situation thoroughly.  Once we have a clear picture of your needs and goals, we put together a tailored financial plan for you.

Our mission, every day, is to help you at all stages of your financial journey and through whatever changes life may bring. How do we do this? By working closely with you throughout all of life's stages. From buying your first home to planning for your newborn's college education, from deciding how to take your retirement distributions to planning your estate, we'll be there every step of the way, listening, planning and advising. 
Also located at 403 Downing Drive, Chardon, OH 44024

With money, comes questions. From how to maximize your retirement income to knowing the appropriate investment strategy based on your goals - it can be a lot to think about. We're by your side to help you feel confident about your future. Our advisors value true partnerships. They'll work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions. *Non-client promotion. WiserAdvisor receives compensation for anyone matched with Vanguard via its financial advisor matching service.

Please see my website for all information about myself and my firm.

Tower Bridge Advisors was founded in 2001 with a mission to provide high quality investment advice alongside outstanding client service. We manage equity and fixed income portfolios comprised of individual stocks and bonds. Our clients choose us because of our commitment to investment research, our experience in managing client portfolios and our laser like focus on our clients' needs. Our nine investment professionals each have, on average, more than 25 years' experience researching investment opportunities, and managing portfolios through up as well as down markets. Our investment process starts with a clear understanding of each client's unique financial situation, and takes into account their tax status and tolerance for risk. Only by understanding these factors can we develop an appropriate investment solution. Our rigorous investment process results in a customized asset allocation for each client. Each client's portfolio is constructed of 35-40 stocks which represent the best ideas of our investment team, and an appropriate allocation to bonds to achieve the client's requirement for income and stability. Tower Bridge Advisors manages over $1.8 Billion for individuals and families. We have one focus, and that is to customize portfolios for the benefit of our clients. We have an experienced team that brings great perspective and expertise to every relationship. And we are committed to the highest level of customer service. We are available to meet clients in person or by phone and we are willing to meet as frequently as our clients desire. We also provide a brief market commentary 3 days per week to keep clients up to date on our latest thinking. In addition we offer bi-monthly webinars to provide additional insights into the markets and our thought 
process. We also use a sophisticated financial planning tool to help model "what if" scenarios to help us design the best plan for our clients. Our interests are aligned with yours. We want to help you achieve your goals, and we want you to know that we are looking out for your best interests at all times.

Other office location:
10,000 Lincoln Dr. E Ste 201 Marlton, NJ 08053. DeCesare Retirement Specialists is dedicated to providing a systematic,comprehensive, and a 
client-centric approach to financial planning. We are committed to helping you achieve your 
financial goals so that your savings can provide for your and your loved ones throughout 
retirement and thereafter. Our services include (but are not limited to): Retirement Planning, Investment Management, Financial Planning, E-Bridge Tracking Financial Software, Insurance Planning, Tax Planning, Estate Planning. DeCesare Retirement Specialists is an independent wealth management and retirement planning 
firm dedicated to helping make your life's hard work, work hard for you in retirement. Whether 
you are just beginning on the road to creating wealth, ready to cross over from the working 
years to the retirement years, or if you are already retired, we can help. Let DeCesare Retirement Specialists help you transition from work through life.

Financial Freedom provides Fee-Only Wealth Management Services which includes comprehensive financial planning and investment management services. OUR PRIMARY OBJECTIVE IS TO HELP OUR CLIENTS ACHIEVE THEIR LIFE GOALS AND OBJECTIVES. Unlike many planners, we are Fee-Only Financial Planners. Fee-only planners are compensated solely on the basis of fees paid by their clients and do not accept any commissions or compensation from any other sources. This form of compensation should provide you with a high-level of confidence that you are receiving objective recommendations. Additionally, when working with clients on an on-going basis, we do so utilizing a flat retainer arrangement versus any percentage of assets under management formula. Each year we provide our clients with a Wealth Management Services performance evaluation review. We think that it is important that each client is able to evaluate the overall value that our retainer relationship adds to the achievement of their life goals and objectives. Our business strategy is to maintain a small firm focused on developing in-depth personal relationships with a small number of client families versus a cursory relationship with hundreds of clients. The Osgoods are the firm; they do the analysis and investing; they meet with you wherever you live; you won't be turned over to someone else once you become a client. We are seeking prospective new clients with a minimum of $1 million of investable assets. Check out our website at <a rel="nofollow" href="http://www.finfree.com">www.finfree.com</a> for more information. Call us at 610-296-9500 for an initial no-obligation consultation.

You've worked hard over the years. Now, you should be rewarded for it, not stressed over every financial decision. At Metanoia Financial, we give your investments the wise guidance and attention they deserve so you can enjoy your life. We act as your personal CFO so you don't have to worry whether you're making the right choices with your finances. With us on your team, you can spend less time stressing about money and more time with those you love.

Find the best financial advisor in Pennsylvania. Our Financial planners offer a wide range of services including Retirement planning, Estate Planning, Education Planning, and Wealth/Portfolio Management.

Find the right advisors to meet your financial planning needs in Pennsylvania

List of Qualified
Financial Planners in Pennsylvania

Jason Lazurick

Schuylkill Financial LLC

Keith B Hawk

Hawk Financial Group

Peter D. Shelp CFP ^®

Janney Montgomery Scott LLC

Richard Catanese

Independence Square Advisors

Frank Muscara

Goshen Capital LLC

James Graves

Joppa Mill Advisors Ltd.

Mike Weber

Blue Bell Private Wealth Management

Adam Amorn

Premier Prosperity Advisors

Gilles Mulard

Mulard Wealth Management

Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

Michael Scavullo

Solebury Investment Group, Llc.

Tower Bridge Advisors

Tower Bridge Advisors

Frequently Asked Questions

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FINANCIAL
PLANNER

Popular Articles

Find the right advisors to meet your financial planning needs in Pennsylvania

List of Qualified Financial Planners in Pennsylvania

Schuylkill Financial LLC

Hawk Financial Group

Janney Montgomery Scott LLC

Independence Square Advisors

Goshen Capital LLC

Joppa Mill Advisors Ltd.

Blue Bell Private Wealth Management

Premier Prosperity Advisors

Mulard Wealth Management

Vanguard Personal Advisor Services

Solebury Investment Group, Llc.

Tower Bridge Advisors

Frequently Asked Questions

FIND AFINANCIALPLANNER

Popular Articles

List of Qualified
Financial Planners in Pennsylvania

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FINANCIAL
PLANNER