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Financial advisors for family wealth transfer in Pennsylvania

All 242 advisors

Fee-only advisors for family wealth transfer in Pennsylvania: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Jeffrey Starkey Kooman & Associates Altoona CFP Percentage of assets, Fixed fees
John Sion Sage Financial Group West Conshohocken CFP Percentage of assets, Fixed fees
Jonathan Grebosky Gibson Capital Wexford CFP, CFA Percentage of assets
Justin Best Kooman & Associates Altoona CFP Percentage of assets, Fixed fees
Justin Clark Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Kathryn Starkey Kooman & Associates Altoona CFP Percentage of assets, Fixed fees
Keith Wander Roble Belko & Company Sewickley CFA Percentage of assets, Fixed fees
Kyle Moerschbacher Kooman & Associates Altoona CFP Percentage of assets, Fixed fees
Kyle Wagner Wagner Wealth Management Conyngham CFP Percentage of assets
Linda Yeager Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Lucile Steitz Sage Financial Group West Conshohocken CFP Percentage of assets, Fixed fees
Maggie Fisher ARX Private Wealth Lancaster CFP Percentage of assets, Hourly
Mark Jackson Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Matthew Short Tiller Private Wealth Bethlehem CFP Percentage of assets, Fixed fees
Michael Henley Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Ross Cohn Sage Financial Group West Conshohocken CFP Percentage of assets, Fixed fees
Tracy McGuire Brandywine Oak Private Wealth Kennett Square CFP Percentage of assets
Tyler Harris ARX Private Wealth Lancaster CFP Percentage of assets, Hourly
Adam Scholl Henry H. Armstrong Associates Pittsburgh CFA Percentage of assets
Allison Kramer Seaside Wealth Advisors Mechanicsburg ChFC Percentage of assets, Hourly
Andrew Bucksner Wick Capital Partners Wayne CFP Percentage of assets, Fixed fees
Brooke Bees Wick Capital Partners Wayne CFP Percentage of assets, Fixed fees
David Clark Wick Capital Partners Wayne CFP Percentage of assets, Fixed fees
Devin Rainone MOR Wealth Management Philadelphia CFP, CFA Percentage of assets, Hourly
Gary Hess Baldwin Management West Conshohocken CFA Percentage of assets
Gregory Johnson MOR Wealth Management Philadelphia CFP, CFA Percentage of assets, Hourly
James Harrington Bluesphere Advisors East Norriton CFA Flat fee or retainer, Ongoing planning fee
Joseph Dimaio Wick Capital Partners Wayne CFP Percentage of assets, Fixed fees
Joshua Jenkins Seaside Wealth Advisors Mechanicsburg ChFC Percentage of assets, Hourly
Matthew Liebman Amplius Wealth Blue Bell CFA Percentage of assets, Hourly
Mitchell Mosgrove Trebuchet Consulting Pittsburgh CFP Percentage of assets, Hourly
Stephen Paul Wick Capital Partners Wayne CFP Percentage of assets, Fixed fees
Stephen Troutman Troutman Wealth Management Malvern CFP Percentage of assets
Stuart Strasner Defiant Capital Group Warrendale CFA Percentage of assets, Fixed fees
Vincent Barbera Newbridge Wealth Management Bryn Mawr CFP Percentage of assets, Hourly
Zachary Zimmer Trebuchet Consulting Pittsburgh CFP Percentage of assets, Hourly
Amanda Phillips Hudock Capital Williamsport Not listed Percentage of assets, Hourly
Amber Pennycoff Hudock Capital Williamsport Not listed Percentage of assets, Hourly
Christina Cline Hudock Capital Williamsport Not listed Percentage of assets, Hourly
Courtney Kauffman Prowell Financial Management Exton CFP Percentage of assets, Fixed fees
Daniel Hochbaum Sage Financial Group West Conshohocken CFA Percentage of assets, Fixed fees
David Gradzki Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
Isaac Martin Members' Wealth Media Not listed Percentage of assets, Fixed fees
Jared Uribe-Sullivan Legacy Advisors Plymouth Meeting CFP Percentage of assets, Hourly
Joseph Fabrizio Legacy Advisors Plymouth Meeting CFP Percentage of assets, Hourly
Joseph Gallagher Sage Financial Group West Conshohocken CFA Percentage of assets, Fixed fees
Joshua Yoder Hudock Capital Williamsport Not listed Percentage of assets, Hourly
Kevin Cooke Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
Martin Moyers Roffman Miller Wealth Management Philadelphia CFP Percentage of assets
Michael Topley Lansing Street Advisors Ambler CFP Percentage of assets, Fixed fees