Financial advisors for family wealth transfer in Pennsylvania
Which financial advisor should I talk to about passing wealth to the next generation in Pennsylvania?
For family wealth transfer in Pennsylvania, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include David Lafferty of Wescott Financial Advisory Group LLC, James Hemphill of TGS Financial Advisors and Michael Garry of Yardley Wealth Management, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- David Lafferty Wescott Financial Advisory Group LLC, Philadelphia Holds the CFP and JD. Fees on file: percentage of assets.
- James Hemphill TGS Financial Advisors, Radnor Holds the CFP and CPWA. Fees on file: percentage of assets, fixed fees.
- Michael Garry Yardley Wealth Management, LLC, Yardley Holds the CFP and JD. Fees on file: percentage of assets, fixed fees.
- David Emery Waverly Advisors, LLC, Philadelphia Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Blake Curle Gibson Capital, Wexford Holds the CFP. Fees on file: percentage of assets.
- Peter Eberhart Henry H. Armstrong Associates, Pittsburgh Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Pennsylvania work on family wealth transfer?
The Wellspent public graph lists 242 fee-only advisors for family wealth transfer in Pennsylvania, at 62 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for family wealth transfer in Pennsylvania located?
Of the 242 fee-only advisors for family wealth transfer in Pennsylvania, 24 are in Philadelphia, followed by 22 in West Conshohocken and 19 in Pittsburgh.
Plus 151 in other cities.
How do fee-only advisors for family wealth transfer in Pennsylvania charge?
The most common fee among fee-only advisors for family wealth transfer in Pennsylvania is a percentage of assets, used by 99% of the 242 with fees on file. Many use more than one: 64% charge fixed fees and 29% charge by the hour.
How much do fee-only financial advisors charge in Pennsylvania?
Fee-only financial advisors in Pennsylvania charge a median of $3,600 a year for ongoing planning. We found this across the published prices of 29 Pennsylvania firms.
How much does a one-time financial plan cost in Pennsylvania?
A one-time financial plan from a fee-only firm in Pennsylvania has a median price of $1,695. We found this across the published prices of 27 Pennsylvania firms.
What credentials should a financial advisor for family wealth transfer have?
For family wealth transfer, look for the CFP and JD. In Pennsylvania, 37% of the 242 advisors listed hold the CFP.
- CFP37% in Pennsylvania
- The CFP covers gifting, trusts, and the wider plan.
- JD1% in Pennsylvania
- A law degree helps with trusts and family agreements.
How do Pennsylvania advisors for family wealth transfer compare with the rest of the US?
29% of fee-only advisors for family wealth transfer in Pennsylvania charge by the hour, compared with 43% of the 3,385 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Pennsylvania. Light bars are all US advisors for family wealth transfer.
Does Pennsylvania have an inheritance tax?
Yes. Pennsylvania has an inheritance tax, which falls on some heirs rather than on the estate.
What should I ask a financial advisor about passing wealth to the next generation in Pennsylvania?
- How do you involve the next generation, and when?
- What would you gift now, and what would you hold until death?
- How do you work with our attorney and accountant?
- What happens to the relationship when the first generation is gone?
- Who in my family would owe Pennsylvania's inheritance tax?
How current is this list of fee-only advisors for family wealth transfer in Pennsylvania?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 242 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| David Lafferty | Wescott Financial Advisory Group LLC | Philadelphia | CFP, MBA, JD, CAP | Percentage of assets |
| Dominic Corabi | Wedmont Private Capital | West Chester | CFP, MBA | Flat fee or retainer, Ongoing planning fee |
| Michael Rausch | North River Wealth Advisors | Pittsburgh | ASA, CFA, CFP, MBA | Percentage of assets, One-time planning fee |
| Ben Schmid | Ketwich Capital LLC | Malvern | CFP | Percentage of assets, Ongoing planning fee |
| James Hemphill | TGS Financial Advisors | Radnor | CASL, CFP, ChFC, CIMA | Percentage of assets, Fixed fees |
| Caleb Bogia-Curles Financial Advice for Millennial and Gen X Entrepreneurs with ADHD | Focused Founders Wealth Planning | MOUNT JOY | CFP | Percentage of assets, Flat fee or retainer |
| Michael Garry | Yardley Wealth Management, LLC | Yardley | AIF, CFP, JD, MBA | Percentage of assets, Fixed fees |
| David Emery | Waverly Advisors, LLC | Philadelphia | CDFA, CFP, CLU, CPA | Percentage of assets, Hourly |
| Abigail Schmid | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Andrew Herron | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Anthony Carrino | Roble Belko & Company | Newtown | CFP, ChFC | Percentage of assets, Fixed fees |
| Guilian DiLeonardo Tax-efficient Wealth Management for high-income ($500k+) executives | Liberty One Wealth Advisors | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| Jacqueline Cannella | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| Joe Ciliberti Helping Families & Business Owners Plan Retirement and Major Liquidity Events | Thayer Partners, LLC | Wyndmoor | CFP | Percentage of assets |
| Kevin Manning | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Mario Posteraro | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| Mark Cecchini Comprehensive wealth management and equity advice for people in tech/crypto with $2m+. | Quadrant Capital | Center Valley | CFP | Percentage of assets, Flat fee or retainer |
| Myriah Lipke | Stone Pine Financial Partners | Media | CFP | Percentage of assets, Fixed fees |
| Ryan Lacey | Roble Belko & Company | Sewickley | CFP | Percentage of assets, Fixed fees |
| Timothy Macarak | Members' Wealth | Media | CFP | Percentage of assets, Fixed fees |
| William Belko | Roble Belko & Company | Sewickley | CFP, CFA | Percentage of assets, Fixed fees |
| Allyson Mangine | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Christopher Mallon | Pennsylvania Capital Management | Huntingdon Valley | CFP | Percentage of assets, Hourly |
| David Ritrovato | Bluesphere Advisors | East Norriton | CFP | Flat fee or retainer, Ongoing planning fee |
| Irvin Schorsch | Pennsylvania Capital Management | Huntingdon Valley | CFP | Percentage of assets, Hourly |
| Jonathan Dane | Defiant Capital Group | Warrendale | CFP, CFA | Percentage of assets, Fixed fees |
| Joseph Purcell | Wissahickon Wealth Management | Philadelphia | CFP | Percentage of assets |
| Maria Kelly | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Patrick Swift | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Peter Eberhart | Henry H. Armstrong Associates | Pittsburgh | CFP | Percentage of assets |
| Philip Matalucci | Amplius Wealth | Blue Bell | CFP | Percentage of assets, Hourly |
| Sanjay Pawar | Bluesphere Advisors | East Norriton | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Adam Greene | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Alan Cohn | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Alison Dorsman | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Andrew Brown | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Benjamin Kogan | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Blake Curle | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Brittany Kalsky | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Chad Hileman | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Christopher Sidoni | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Connor Knox | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Dane Czaplicki | Members' Wealth | Media | CFA | Percentage of assets, Fixed fees |
| Daphne Richards | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
| Dionna Poluch | Brandywine Oak Private Wealth | Kennett Square | CFP | Percentage of assets |
| Eric Demico | Gibson Capital | Wexford | CFP, CFA | Percentage of assets |
| Haley Schwartz | ARX Private Wealth | Lancaster | CFP | Percentage of assets, Hourly |
| Jackson Boyer | Kooman & Associates | Altoona | CFP | Percentage of assets, Fixed fees |
| James Beenders | Tiller Private Wealth | Bethlehem | CFP | Percentage of assets, Fixed fees |
| Jason Mardinly | Sage Financial Group | West Conshohocken | CFP | Percentage of assets, Fixed fees |
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