Laurels
Best Financial
Advisors in
Philadelphia
2017

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Philadelphia, PA.

ReviewedCuratedTop Picks34621315

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Addis & Hill

Addis & Hill endeavors to help customers make smart decisions with their money. The team in Wayne plans clients’ financial futures towards retirement and afterward. The passionate firm offers a range of comprehensive services and does not operate on commission. The team has over 25 years of experience and aims to help clients improve their “returns on life.” The team provides wealth enhancement services like spending and cash flow management, investment planning, real estate and debt help, as well as Social Security and pension planning.

Wayne, PA(610) 688-9500

Website

Apex Financial Advisors, Inc.

Apex Financial Advisors, Inc. strives to help customers in Yardley reach their financial goals using clearly defined processes. The company helps with clients trying to secure a financial future for their families, planning for retirement, and investing in business. Their team aims to provide a complete financial analysis and tailors strategies to meet clients’ individual needs. They have decades of experience and a diverse portfolio of customers.

Yardley, PA(215) 493-1900

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Barilotti Wealth Strategies, LLC

Barilotti Wealth Strategies, LLC provides professional guidance and personal attention to clients in the Philadelphia area. The firm helps the client navigate through a detailed process and views each financial decision as part of a larger picture. They help develop realistic approaches to wealth accumulation that can, for example, help with improving monthly cash flow and better coordinating personal and business assets.

Philadelphia, PA(215) 964-9863

Website

Broadhurst Financial Advisors

Broadhurst Financial Advisors aims to provide multi-dimensional services to its customers in West Point. They offer comprehensive planning, insurance advice, and estate planning. The company dedicates an advisor to each client, and the advisors do not operate on commissions but have a mission of providing the best possible advice. The team first seeks to discover where the client comes from financially and guides them toward their goals through consultations.

West Point, PA(215) 325-1595

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Fairmount Capital Advisors

Fairmount Capital Advisors offers financial advisory and consulting services from its offices in Philadelphia. The firm’s professionals have managed the finances of a major city and have helped found two financial consulting firms. The company helps with debt, tax-exempt and taxable issues, FHA mortgage insurance, and more. Some of Fairmount Capital Advisors’ clients include colleges and universities, hospitals, non-profits, and governments.

Philadelphia, PA(215) 587-9300

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FiscalWise

FiscalWise has offices in Media where their team focuses on providing sound financial planning and investment advice. The company addresses any economic challenges and helps people from all walks of life. The team emphasizes tax planning strategies for before and after retirement. FiscalWise opened its doors over 30 years ago and currently strives to add value to customers’ existing prosperity. The company received the Certified Financial Planner designation from the College for Financial Planning in Denver and now maintains licensing from the Security Training Corporation based in New York.

Media, PA(610) 891-7760

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Foundation Wealth Management

Foundation Wealth Management is a team of financial planners in Media that represents and works for clients for a flat fee. The company strives to shift focus to the customer while retaining an atmosphere of objective consultation. They focus on innovation and aim to optimize results affordably. The company primarily has a mission of helping clients achieve and sustain millionaire status. Foundation Wealth Management remains selective in its choice of customer. The firm strives for proactivity in its approach and continuously seeks to educate clients on issues.

Media, PA(610) 548-7170

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Hoover Financial Advisors

Hoover Financial Advisors in Malvern uses objectivity, experience, and independence to guide clients through their financial futures strategically. The company strives to make customers’ needs a priority and attempts to piece together financial puzzles in a way that makes sense to their clients. They aim at collaboratively understanding customers’ needs and financial personality so customers can achieve goals like college graduation for their sons and daughters and retirement.

Malvern, PA(610) 651-2777

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Pinnacle Financial Advisory Group of RTD

Pinnacle Financial Advisory Group of RTD is located in Bala Cynwyd and seeks to bring wealth to life for businesses and individuals. The group gets to know their customers’ values, motivations, challenges, and goals to protect assets and build for the future. The company was founded in 1991 and has grown to integrate life planning into its practice. Medical Economics, Worth Magazine, and others have named the company as among the Best Financial Advisors.

Bala Cynwyd, PA(856) 797-8082

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Professional Planning, Inc.

Professional Planning, Inc. provides corporate, estate, and financial planning solutions from its offices in Philadelphia. The company aims to know its customers through a free information gathering meeting and then creates a plan to help them sustain financial health and reach their goals. They review and monitor projects and re-evaluate the courses of action as needed. The business was founded over 50 years ago and strives to institute a flexible, creative, and responsive ethos.

Philadelphia, PA(215) 875-8666

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Sage Financial Group

Sage Financial Group in West Conshohocken specializes in providing investment management and financial planning services to affluent individuals. The company caters to the needs of corporate executives, attorneys, physicians, and more. They strive to look at matters through clients’ eyes and consider all aspects of their well-being. Sage Financial Group’s process involves financial planning, tax-efficient investing, asset allocation monitoring, and other factors. The company aims to set high standards for itself, and their culture includes giving back to the community.

West Conshohocken, PA(484) 342-4400

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Summit Financial Advisors, LLC

Summit Financial Advisors, LLC strives to place customers’ financial well-being first and seeks to build lasting relationships with its clients in Newtown. The company helps clients meet the demands of their financial lives while helping them save for retirement. They commit themselves to providing value in their offerings and focus on providing objective advice to customers of all incomes. Services offered include tax planning, goal-setting, maximization of employee benefits, and more.

Newtown, PA(215) 579-1005

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Swarthmore Financial Advisors, Ltd.

Swarthmore Financial Advisors, Ltd. focuses on providing independent and objective advice from its offices in Media. The company strives to responsibly manage its clients’ portfolios and measures itself by benchmarks such as quality rates of return, adequate liquidity, and reduction of investment expenses. Clients include retirees, professionals, trustees, executives, and others. The President of the company maintains membership in the National Association of Personal Finance Advisors and the Pennsylvania Institute of CPAs.

Media, PA(610) 892-9922

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TGS Financial

TGS Financial is a group of advisors in Radnor that serves the financial needs of customers living in 25 states. The fee-only company helps customers make prudent financial decisions and focuses on building strong relationships with its clients. The team wholly embraces the Fiduciary Oath and helps clients achieve the highest returns possible through the use of a proprietary process. The firm gives back to the community through its partnerships with Abramson Cancer Center, the American Heart Association, and other charitable organizations.

Radnor, PA(800) 525-4075

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Wharton Advisory Group

Wharton Advisory Group is located in Wayne and strives to help customers achieve their financial and life goals by understanding their needs. The company works to unlock unique opportunities for its clients by coordinating facets of their financial lives like income requirements, risk, and the potential for growth. The company was founded in 1992 and seeks to strategize with its customers to help them capitalize on their wealth. The team has decades of experience and coordinates with experts to ensure quality service.

Wayne, PA(610) 293-9000

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