Financial advisors for sustainable investing in Pennsylvania
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Gregory Johnson MOR Wealth Management, Philadelphia Holds the CFA and CFP. Fees on file: percentage of assets, hourly.
- Carey Morgan Livelihood LLC, Philadelphia Holds the CFP. Fees on file: flat fee or retainer, hourly.
- Caleb Bogia-Curles Focused Founders Wealth Planning, MOUNT JOY Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Joe Ciliberti Thayer Partners, LLC, Wyndmoor Holds the CFP. Fees on file: percentage of assets.
- Thomas Franks Emmanuel Capital Management, Pittsurgh Holds the CFA. Fees on file: percentage of assets, hourly.
- 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.
Plus 6 in other cities.
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.
- CFA19% in Pennsylvania
- The CFA helps with evaluating funds and their holdings.
- CFP37% in Pennsylvania
- 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.
Dark bars are Pennsylvania. Light bars are all US advisors for sustainable investing.
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.
All 27 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Megan Kiesel Flexible, as-needed planning for early- and mid-career people who want a meaningful life and long-term financial stability. | Livelihood LLC | Philadelphia | CFP | One-time planning fee, Hourly |
| David Lafferty | Wescott Financial Advisory Group LLC | Philadelphia | CFP, MBA, JD, CAP | Percentage of assets |
| Carey Morgan | Livelihood LLC | Philadelphia | CFP, ChFC | Flat fee or retainer, Hourly |
| Chelsea Ransom-Cooper Zenith Wealth Partners provides a flexible retirement planning and investment management approach that inspires our clients to take financial action. | Zenith Wealth Partners | Philadelphia | CFP | Percentage of assets, Flat fee or retainer |
| 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 |
| Jonathan Kiehl | Evenkiehl, LLC | Lancaster | CFP, MBA | 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 |
| Devin Rainone | MOR Wealth Management | Philadelphia | CFP, CFA | Percentage of assets, Hourly |
| Gregory Johnson | MOR Wealth Management | Philadelphia | CFP, CFA | Percentage of assets, Hourly |
| Samantha Silberstein | Chicory Wealth | Philadelphia | CFP | Percentage of assets, Fixed fees |
| Thomas Franks | Emmanuel Capital Management | Pittsurgh | CFA | Percentage of assets, Hourly |
| Kristopher Wallick | Wallick Wealth Management | Perkasie | Not listed | Percentage of assets |
| Ashley Chupka | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| David Huber | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Elwyn Evans | Miller Investment Management | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Henry Miller | Miller Investment Management | West Conshohocken | CFA | Percentage of assets, Fixed fees |
| Howard Leonard | Stewardship Partners Investment Counsel | Chester Springs | Not listed | Percentage of assets |
| John Ferraro | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Kristen Jackson | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Matthew Ramer | MOR Wealth Management | Philadelphia | Not listed | 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 |
| Jessica Chominski | Aquinas Wealth Advisors | West Chester | Not listed | Percentage of assets |
| Clayton Parrett | Miller Investment Management | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Henry Miller | Miller Investment Management | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
| Rachel Lewis | Values Added | Mechanicsburg | Not listed | Percentage of assets, Hourly |
| Timothy Letter | Miller Investment Management | West Conshohocken | Not listed | Percentage of assets, Fixed fees |
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