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Wellspent public graph/Specialties/Family wealth transfer/Pennsylvania

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
Gerald Kane Nordwand Capital Radnor Not listed Percentage of assets, Fixed fees
Henry Beukema Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Henry Kincaid Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Jacob Dentler Dentler Capital New Cumberland Not listed Percentage of assets, Hourly
James Martin Nordwand Capital Radnor Not listed Percentage of assets, Fixed fees
Jeffrey Todd Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Jimil Wilson Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Joshua Barnes Legacy Advisors Plymouth Meeting Not listed Percentage of assets, Hourly
Kelly Hansen Legacy Advisors Plymouth Meeting Not listed Percentage of assets, Hourly
Kimberli Marino Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Lori Hartman Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Mark Prowell Prowell Financial Management Exton Not listed Percentage of assets, Fixed fees
Matthew Topley Lansing Street Advisors Ambler Not listed Percentage of assets, Fixed fees
Megan Keenan Lansing Street Advisors Yardley Not listed Percentage of assets, Fixed fees
Patrick Greenhalgh Lansing Street Advisors Ambler Not listed Percentage of assets, Fixed fees
Patrick McGinnis Nordwand Capital Radnor Not listed Percentage of assets, Fixed fees
Paul Magovern Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Robert Miller Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Robert Wurster Legacy Advisors Plymouth Meeting Not listed Percentage of assets, Hourly
Ronald Bartosh Guyasuta Investment Advisors Pittsburgh Not listed Percentage of assets, Fixed fees
Ryan Becker Legacy Advisors Plymouth Meeting Not listed Percentage of assets, Hourly
Ryan Crooks Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Sarah Lynch Prowell Financial Management Exton Not listed Percentage of assets, Fixed fees
Stephen Gaustad Galvin, Gaustad & Stein Sewickley Not listed Percentage of assets, Hourly
Stephen Topley Lansing Street Advisors Ambler Not listed Percentage of assets, Fixed fees
Susan Arnold Roffman Miller Wealth Management Philadelphia Not listed Percentage of assets
Apostolos Paul Lountzis Lountzis Asset Management Wyomissing Not listed Percentage of assets
Cody Terrion Atlas Financial Wynnewood Not listed Percentage of assets, Fixed fees
Jamie Roth Solyco Wealth Hanover Not listed Percentage of assets, Hourly
Steven Thompson Avantra Family Wealth Mechanicsburg Not listed Percentage of assets, Hourly
Timothy Whitmoyer Lountzis Asset Management Wyomissing Not listed Percentage of assets
Wade Hoffman Avantra Family Wealth Mechanicsburg Not listed Percentage of assets, Hourly
Zachary Lountzis Lountzis Asset Management Wyomissing Not listed Percentage of assets
Brendan Moleski Conservest Capital Advisors Wynnewood Not listed Percentage of assets
Bruce Kardon Conservest Capital Advisors Wynnewood Not listed Percentage of assets
Christina Copeland Conservest Capital Advisors Wynnewood Not listed Percentage of assets
David Lorine Conservest Capital Advisors Wynnewood Not listed Percentage of assets
Katie Kearns Independence Asset Advisors Wynnewood Not listed Percentage of assets
Kristin Sindoni Conservest Capital Advisors Wynnewood Not listed Percentage of assets
Lacy Redwine Conservest Capital Advisors Wynnewood Not listed Percentage of assets
Rebecca Renninger Independence Asset Advisors Wynnewood Not listed Percentage of assets
William Hall Conservest Capital Advisors Wynnewood Not listed Percentage of assets