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

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Pennsylvania that can fulfill your requirements.

List of Qualified
Financial Planners in Pennsylvania


Peter D. Shelp

Janney Montgomery Scott LLC

613 Baltimore Drive Suite 202

Wilkes Barre, PA 18702

570 2838140

Connect with Peter

Richard Catanese

Independence Square Advisors

150 South Warner Road
Suite 300

King Of Prussia, PA 19406

610 5201500

Connect with Richard

Frank Muscara

Goshen Capital LLC

101 Lindenwood Dr Ste 225

Malvern, PA 19355

484 2059669

Connect with Frank

James Graves

Joppa Mill Advisors Ltd.

2048 Remington Dr.

Chester Springs, PA 19425

302 3676856

Connect with James

Kevin Logan

Lincoln Investment

5 Walnut Grove Drive
Suite 240

Horsham, PA 19044

267 2680868

Connect with Kevin

Mike Weber

Blue Bell Private Wealth Management

470 Norristown Road
Suite #305

Blue Bell, PA 19422

484 2215408

Connect with Mike

Scott McGraw

MERIT Investment Management

2 West Market Street
Suite 100

West Chester, PA 19375

484 4738413

Connect with Scott

Adam Amorn

Premier Prosperity Advisors

12 Penns Trail, Suite 501

Newtown, PA 18940

267 4294508

Connect with Adam

Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

100 Vanguard Blv V26

Malvern, PA 19355

800 2117806

Connect with Vanguard

Michael Scavullo

Solebury Investment Group, Llc.

5266 Bailey Ct.

Doylestown, PA 18901

215 7943393

Connect with Michael

Tower Bridge Advisors

Tower Bridge Advisors

300 Barr Harbor Drive, Suite 705

West Conshohocken, PA 19428

610 2602222

Connect with Tower

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