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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
Joanne Keller The Aranda Group Jenkintown Not listed Percentage of assets, Fixed fees
Joshua Guevin ARX Private Wealth Lancaster Not listed Percentage of assets, Hourly
Justin Warfel Wagner Wealth Management Conyngham Not listed Percentage of assets
Kristopher Wallick Wallick Wealth Management Perkasie Not listed Percentage of assets
Mark Frombach Roffman Miller Wealth Management Philadelphia CFA Percentage of assets
Michael Horwath Lansing Street Advisors Ambler CFA Percentage of assets, Fixed fees
Mitchell Bednoff Sage Financial Group West Conshohocken Not listed Percentage of assets, Fixed fees
Nikolas Madonis ARX Private Wealth Lancaster Not listed Percentage of assets, Hourly
Paulette Greenwell Roffman Miller Wealth Management Philadelphia CFA Percentage of assets
Ralph Cetrulo Sage Financial Group West Conshohocken Not listed Percentage of assets, Fixed fees
Robert Krimmel Kooman & Associates Altoona Not listed Percentage of assets, Fixed fees
Stacy Anderson Kooman & Associates Altoona Not listed Percentage of assets, Fixed fees
Stephen Cohn Sage Financial Group West Conshohocken Not listed Percentage of assets, Fixed fees
Steve Maconi Brandywine Oak Private Wealth Kennett Square Not listed Percentage of assets
Steven Rosenberg The Aranda Group Jenkintown Not listed Percentage of assets, Fixed fees
Theodore Brooks Nordwand Capital Radnor CFA Percentage of assets, Fixed fees
Thomas Holt Legacy Advisors Plymouth Meeting CFA Percentage of assets, Hourly
Adam Glassman Riggs Asset Management Dallas Not listed Percentage of assets, Hourly
Alan Glassman Riggs Asset Management Dallas Not listed Percentage of assets, Hourly
Ashley Chupka Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
Christopher Topolewski Wick Capital Partners Wayne Not listed Percentage of assets, Fixed fees
Cortright Wetherill Wick Capital Partners Wayne Not listed Percentage of assets, Fixed fees
David Huber Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
David Pankiw CUBIC Advisors Wayne Not listed Percentage of assets
Dimitri Gnall Riggs Asset Management Dallas Not listed Percentage of assets, Hourly
Elizabeth Graham Riggs Asset Management Dallas Not listed Percentage of assets, Hourly
John Ferraro Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
John Krolikowski Trebuchet Consulting Pittsburgh Not listed Percentage of assets, Hourly
John Slater CUBIC Advisors Wayne Not listed Percentage of assets
Kristen Jackson Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
Lisa Green Sunpointe Investments Bryn Mawr Not listed Percentage of assets, Fixed fees
Mark Feldser Wick Capital Partners Wayne Not listed Percentage of assets, Fixed fees
Matthew Barr Wick Capital Partners Wayne Not listed Percentage of assets, Fixed fees
Matthew McCarter Onyx Bridge Wealth Group Exton Not listed Percentage of assets, Hourly
Matthew Ramer MOR Wealth Management Philadelphia Not listed Percentage of assets, Hourly
Michael Bishop Bishop & Company Investment Management Erie CFA Percentage of assets, Hourly
Michael Evans Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
Michael Loch Grant Street Asset Management Canonsburg Not listed Percentage of assets, Fixed fees
Nimrit Kang NorthStar Asset Management Berwyn CFA Percentage of assets
Robert Graham Riggs Asset Management Dallas Not listed Percentage of assets, Hourly
Robert Graham Riggs Asset Management Dallas Not listed Percentage of assets, Hourly
Steven Miller Trebuchet Consulting Pittsburgh Not listed Percentage of assets, Hourly
Susan Shoemaker Riggs Asset Management Dallas Not listed Percentage of assets, Hourly
Adam Szymanski Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Andrew Sencindiver Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Christopher Boyle Nordwand Capital Radnor Not listed Percentage of assets, Fixed fees
Cole Hofmann Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Connor Martin Nordwand Capital Radnor Not listed Percentage of assets, Fixed fees
Earl Miller Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Emily Weimer Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees