# Financial advisors for sustainable investing in Pennsylvania > For sustainable investing in Pennsylvania, talk to a fee-only planner who can show you what your portfolio actually holds and why. Look for specifics on screens and shareholder voting, since labels on funds vary widely. Records to start with include Gregory Johnson of MOR Wealth Management, Carey Morgan of Livelihood LLC and Caleb Bogia-Curles of Focused Founders Wealth Planning. Page: https://find.wellspent.co/specialties/sustainable-investing/pennsylvania/ 27 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about sustainable investing in Pennsylvania? For sustainable investing in Pennsylvania, talk to a fee-only planner who can show you what your portfolio actually holds and why. Look for specifics on screens and shareholder voting, since labels on funds vary widely. Records to start with include Gregory Johnson of MOR Wealth Management, Carey Morgan of Livelihood LLC and Caleb Bogia-Curles of Focused Founders Wealth Planning. - [Gregory Johnson](https://find.wellspent.co/advisors/gregory-johnson-6744474/), MOR Wealth Management, Philadelphia. Holds the CFA and CFP. Fees on file: percentage of assets, hourly. - [Carey Morgan](https://find.wellspent.co/advisors/carey-morgan/), Livelihood LLC, Philadelphia. Holds the CFP. Fees on file: flat fee or retainer, hourly. - [Caleb Bogia-Curles](https://find.wellspent.co/advisors/caleb-bogia-curles/), Focused Founders Wealth Planning, MOUNT JOY. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Joe Ciliberti](https://find.wellspent.co/advisors/joe-ciliberti/), Thayer Partners, LLC, Wyndmoor . Holds the CFP. Fees on file: percentage of assets. - [Thomas Franks](https://find.wellspent.co/advisors/thomas-franks/), Emmanuel Capital Management, Pittsurgh. Holds the CFA. Fees on file: percentage of assets, hourly. - [Chelsea Ransom-Cooper](https://find.wellspent.co/advisors/chelsea-ransom-cooper/), Zenith Wealth Partners, Philadelphia. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. ## How many fee-only financial advisors in Pennsylvania work on sustainable investing? The Wellspent public graph lists 27 fee-only advisors for sustainable investing in Pennsylvania, at 15 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for sustainable investing in Pennsylvania located? Of the 27 fee-only advisors for sustainable investing in Pennsylvania, 8 are in Philadelphia, followed by 6 in Canonsburg and 5 in West Conshohocken. ## How do fee-only advisors for sustainable investing in Pennsylvania charge? The most common fee among fee-only advisors for sustainable investing in Pennsylvania is a percentage of assets, used by 93% of the 27 with fees on file. Many use more than one: 63% charge fixed fees and 30% 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 sustainable investing have? For sustainable investing, look for the CFA and CFP. In Pennsylvania, 37% of the 27 advisors listed hold the CFP. - CFA (19% of advisors listed): The CFA helps with evaluating funds and their holdings. - CFP (37% of advisors listed): The CFP keeps your values tied to your goals. ## How do Pennsylvania advisors for sustainable investing compare with the rest of the US? 63% of fee-only advisors for sustainable investing in Pennsylvania charge fixed fees, compared with 44% of the 734 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## What should I ask a financial advisor about sustainable investing in Pennsylvania? - What specifically would you exclude or include for me? - How do you check that a fund does what its name says? - How would this change my expected returns and costs? - How will you report on the impact of my portfolio? ## How current is this list of fee-only advisors for sustainable investing 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Megan Kiesel](https://find.wellspent.co/advisors/megan-kiesel.md) | Livelihood LLC | Philadelphia, Pennsylvania | CFP | One-time planning fee, Hourly | | [David Lafferty](https://find.wellspent.co/advisors/david-lafferty.md) | Wescott Financial Advisory Group LLC | Philadelphia, Pennsylvania | CFP, MBA, JD, CAP, ChFC, LLM | Percentage of assets | | [Carey Morgan](https://find.wellspent.co/advisors/carey-morgan.md) | Livelihood LLC | Philadelphia, Pennsylvania | CFP, ChFC | Flat fee or retainer, Hourly, One-time planning fee | | [Chelsea Ransom-Cooper](https://find.wellspent.co/advisors/chelsea-ransom-cooper.md) | Zenith Wealth Partners | Philadelphia, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Caleb Bogia-Curles](https://find.wellspent.co/advisors/caleb-bogia-curles.md) | Focused Founders Wealth Planning | MOUNT JOY, Pennsylvania | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee, Hourly | | [Jonathan Kiehl](https://find.wellspent.co/advisors/jonathan-kiehl.md) | Evenkiehl, LLC | Lancaster, Pennsylvania | CFP, MBA | Percentage of assets, Fixed fees | | [Joe Ciliberti](https://find.wellspent.co/advisors/joe-ciliberti.md) | Thayer Partners, LLC | Wyndmoor , Pennsylvania | CFP | Percentage of assets | | [Devin Rainone](https://find.wellspent.co/advisors/devin-rainone.md) | MOR Wealth Management | Philadelphia, Pennsylvania | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Gregory Johnson](https://find.wellspent.co/advisors/gregory-johnson-6744474.md) | MOR Wealth Management | Philadelphia, Pennsylvania | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Samantha Silberstein](https://find.wellspent.co/advisors/samantha-silberstein.md) | Chicory Wealth | Philadelphia, Pennsylvania | CFP | Percentage of assets, Fixed fees | | [Thomas Franks](https://find.wellspent.co/advisors/thomas-franks.md) | Emmanuel Capital Management | Pittsurgh, Pennsylvania | CFA | Percentage of assets, Hourly, Flat fee or retainer, One-time planning fee | | [Kristopher Wallick](https://find.wellspent.co/advisors/kristopher-wallick.md) | Wallick Wealth Management | Perkasie, Pennsylvania | | Percentage of assets | | [Ashley Chupka](https://find.wellspent.co/advisors/ashley-chupka.md) | Grant Street Asset Management | Canonsburg, Pennsylvania | | Percentage of assets, Fixed fees | | [David Huber](https://find.wellspent.co/advisors/david-huber.md) | Grant Street Asset Management | Canonsburg, Pennsylvania | | Percentage of assets, Fixed fees | | [Elwyn Evans](https://find.wellspent.co/advisors/elwyn-evans.md) | Miller Investment Management | West Conshohocken, Pennsylvania | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Henry Miller](https://find.wellspent.co/advisors/henry-miller.md) | Miller Investment Management | West Conshohocken, Pennsylvania | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Howard Leonard](https://find.wellspent.co/advisors/howard-leonard.md) | Stewardship Partners Investment Counsel | Chester Springs, Pennsylvania | | Percentage of assets | | [John Ferraro](https://find.wellspent.co/advisors/john-ferraro.md) | Grant Street Asset Management | Canonsburg, Pennsylvania | | Percentage of assets, Fixed fees | | [Kristen Jackson](https://find.wellspent.co/advisors/kristen-jackson.md) | Grant Street Asset Management | Canonsburg, Pennsylvania | | Percentage of assets, Fixed fees | | [Matthew Ramer](https://find.wellspent.co/advisors/matthew-ramer.md) | MOR Wealth Management | Philadelphia, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Michael Evans](https://find.wellspent.co/advisors/michael-evans.md) | Grant Street Asset Management | Canonsburg, Pennsylvania | | Percentage of assets, Fixed fees | | [Michael Loch](https://find.wellspent.co/advisors/michael-loch.md) | Grant Street Asset Management | Canonsburg, Pennsylvania | | Percentage of assets, Fixed fees | | [Jessica Chominski](https://find.wellspent.co/advisors/jessica-chominski.md) | Aquinas Wealth Advisors | West Chester, Pennsylvania | | Percentage of assets | | [Clayton Parrett](https://find.wellspent.co/advisors/clayton-parrett.md) | Miller Investment Management | West Conshohocken, Pennsylvania | | Percentage of assets, Fixed fees, Performance-based fees | | [Henry Miller](https://find.wellspent.co/advisors/henry-miller-6701182.md) | Miller Investment Management | West Conshohocken, Pennsylvania | | Percentage of assets, Fixed fees, Performance-based fees | | [Rachel Lewis](https://find.wellspent.co/advisors/rachel-lewis.md) | Values Added | Mechanicsburg, Pennsylvania | | Percentage of assets, Hourly, Fixed fees | | [Timothy Letter](https://find.wellspent.co/advisors/timothy-letter.md) | Miller Investment Management | West Conshohocken, Pennsylvania | | Percentage of assets, Fixed fees, Performance-based fees | ## Related - [Retirement planning in Pennsylvania](https://find.wellspent.co/specialties/retirement-planning/pennsylvania.md) - [Tax planning in Pennsylvania](https://find.wellspent.co/specialties/tax-planning/pennsylvania.md) - [Estate planning in Pennsylvania](https://find.wellspent.co/specialties/estate-planning/pennsylvania.md) - [Family wealth transfer in Pennsylvania](https://find.wellspent.co/specialties/family-wealth-transfer/pennsylvania.md) - [Retirees in Pennsylvania](https://find.wellspent.co/audiences/retirees/pennsylvania.md) - [Founders in Pennsylvania](https://find.wellspent.co/specialties/founders-pre-exit/pennsylvania.md) ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).