Expertise.com
2024

Last updated:

Best Financial Advisors in Philadelphia

Our Recommended Top 22

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Philadelphia Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

353

Reviewed

220

Curated

22

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
Philadelphia, PA
  • Tax Planning
  • Private Foundation Management
  • Equity Compensation Planning
  • Business Exit Planning
  • Alternative Investments
  • Investment Management
  • Charitable Giving Strategies
  • Trust and Estate Planning
  • Private Wealth Advisor

Why choose this provider?

Venturi Private Wealth serves entrepreneurs, corporate executives, and high-net-worth families in Philadelphia. Since 2015, the independent wealth management firm has capitalized on the complexities of wealth by providing business owner exit planning, private wealth management, and customized financial planning strategies. Its team has been assisting clients throughout the planning process, which includes preserving lifestyle and cash flow, establishing timelines, and designing investment structures. They also work with alternative investments such as real estate and private credit.

License Verified:

License: 169576

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.1
Google
4.1 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Schedule A Call

Rate:
$2.5M minimum investment

Website
Philadelphia, PA
  • Tax Planning
  • Retirement Planning
  • Tax Preparation
  • Certified Financial Planner (CFP)

Why choose this provider?

Brighton Jones caters to businesses, families, and individuals in Philadelphia. For over 20 years, it has been helping clients grow and protect their wealth by providing them with comprehensive financial-related services. The firm develops plans that are suited to clients' interests and needs. Its team also addresses equity compensation and legacy planning issues, as well as offers wealth and retirement planning and insurance and risk assessment services. Brighton Jones gives back to the community by donating time and support to organizations, including YoungLife and Humble Design.

License Verified:

License: 108601

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Schedule Your Free Consultation

Website
67 Forest St, Suite 271, Philadelphia, PA 01752
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Investment Management
  • Tax Planning
  • Retirement Planning

Why choose this provider?

Financial planning can be challenging; Cedar Hill Financial Group simplifies things. Their first priority is always acting in their client's best interest. That means providing personalized, comprehensive financial advice, along with data driven portfolios. Whether it is planning for retirement, saving for college, or getting a comprehensive financial plan in place, they can help. With over a decade of industry experience, they are committed to helping clients pursue their financial goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

License Verified:

License: 5813774

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Complimentary Consultation

SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Philadelphia, PA
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Website
100 Matsonford Road, Radnor, PA 19087
  • Certified Financial Planner (CFP)

Why choose this provider?

TGS Financial provides services to clients in Philadelphia and the surrounding areas. It helps individuals, retirees, families, and physicians plan their finances to secure their wealth and future lifestyle. It offers various planning strategies for retirement, estate, education, spending and saving, cash flow, and investments. The company's chief investment strategist, James S. Hemphill, has been a certified financial planner since 1982. Hemphill is also an investment management analyst who specializes in wealth transfer and retirement transition strategies.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1880 JFK Blvd. Suite 1600, Philadelphia, PA 19103
  • Financial Planning

Why choose this provider?

Headquartered in Albany, McAdam is a financial services company that caters to clients across Philadelphia. It offers a wide range of financial planning services, including education, retirement, and tax planning. The company provides wealth management solutions and educates clients on alternative investment strategies. It also guides business owners through the process of business succession planning. Michael McAdam, the company's CEO and founder, was the recipient of the Innovator and Entrepreneur Award in 2018 from the CEO Report.

Attorney Information

Attorney NamesExperience
Michael Mcadam - CEO, Principal & Founder18 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.2
Google
3.2 / 5 (13)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
––

Website
1905 Spruce Street, Philadelphia, PA 19103
  • Private Wealth Advisor
  • Retirement Planning

Why choose this provider?

Since 2010, Metanoia Financial has been helping clients in Philadelphia plan for a stress-free retirement. The company, named after a Greek word that means “transformation,” aims to help individuals and families make sound financial decisions about their future. Its team offers investment management, lifestyle planning, savings strategies, tax planning, and income solutions. Founder and company president Bobby Cremins is a Certified Financial Planner, Chartered Financial Analyst, and Certified Kingdom Advisor.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Wayne, PA 19087

Why choose this provider?

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.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)

Website
112 Moores Road, Suite 100, Malvern, PA 19355

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
400 Market Street, Philadelphia, PA 19106
  • Certified Financial Planner (CFP)

Why choose this provider?

Professional Planning Associates, Inc., is a family-owned and family-operated business that has been serving the communities of Philadelphia and the surrounding areas for more than 65 years. The firm provides a wide range of services, such as financial planning, group benefits, estate planning, and personal insurance services. Moreover, its financial planning services include education plans, alternative investments, mutual funds, IRA plans, and annuities. Its team of financial advisors and financial planners has a collective industry experience of over 50 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
85 South Main Street, Yardley, PA 19067
  • Estate Planning

Why choose this provider?

Apex Financial Advisors, Inc., is an investment management firm that serves individuals throughout the Philadelphia area. Backed by decades of industry experience, its team of financial advisors performs complete tax reviews and financial analyses, including cash flow, assets, and liabilities. It also offers financial advice and solutions in investment management, estate planning, commercial real estate, and taxes. Robert A. Connell, firm CEO and founder, is a Certified Financial Planner and holds more than four decades of financial planning expertise.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
300 Barr Harbor Drive, Conshohocken, PA 19428
  • Retirement Planning

Why choose this provider?

Sage Financial Group is an independent investment and wealth management firm serving clients in Philadelphia. It provides a wide range of services that include financial planning, tax planning and review, and real estate investment consulting. To help clients achieve their financial goals, the firm uses portfolio diversification and makes asset allocation decisions based on economic conditions. Financial planners David Cohn, Alan Cohn, and Stephen Cohn established Sage Financial Group in 1989. The firm currently serves more than 600 individuals and their families.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
325 Chestnut Street, Philadelphia, PA 19106
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Setarcos Wealth Advisors is a wealth management firm that caters to clients in and around Philadelphia. It assists in managing investment portfolios. The staff works with clients to plan investment strategies tailored around their long-term financial goals. The company also offers financial planning services. In addition, it manages and changes the client's financial plan according to their current circumstances. Setarcos Wealth Advisors founder Richard Faw previously worked as a lead advisor at Mercer Investment Consulting, handling over $3 billion in client assets.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1515 Market Street, Philadelphia, PA 19102
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Planning Capital Management provides financial advisory to families and individuals in Philadelphia and neighboring areas. It provides its clients assistance with retirement income planning, tax strategies, and cash/portfolio management. Its financial professionals also provide small business retirement plans and trust arrangements. Before Planning Capital Management, partner and senior financial planner Richard Bell worked in a brokerage firm where he offered investment strategies and asset management solutions. He also worked in an independent firm where he handled insurance and estate planning.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (4)
Google
5.0 / 5 (1)

Website
111 South Independence Ml East, Philadelphia, PA 19106
  • Certified Financial Planner (CFP)

Why choose this provider?

WealthKeel LLC is a financial advisory firm serving clients in Philadelphia. It specializes in helping Gen X and Gen Y physicians and their families in achieving financial security through financial planning, tax planning, and investment management. The financial planners from the firm conduct regular reviews of clients' goals to determine whether corrections and adjustments should be made and implemented. WealthKeel is also a recipient of several awards and recognitions, including the Financial Advisor 10 Young Advisors to Watch in 2021.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Website
113 North Olive Street, Media, PA 19063
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Swarthmore Financial Advisors Ltd. caters to clients in the Philadelphia metro area. The company specializes in providing financial and investment counseling services to individuals. These services include planning for cash flow, income taxes, retirement, and estate. It also offers risk management services where its staff analyzes the client's various risks and designs plans that help mitigate them. The company's president, Thomas D. Smedile, is a member of the National Association of Personal Financial Advisors and the Delaware County Estate Planning Council.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Website
516 South Avenue, Media, PA 19063
  • Retirement Planning

Why choose this provider?

Fiscal Wise, a firm with more than 30 years of combined experience, provides financial guidance to the residents of Philadelphia. It assists individuals and families on financial matters and provides entrepreneurs with strategies and consulting services. The firm also helps retirees and young professionals with financial management. Fiscal Wise was established by William Heidig in 1999. Heidig is a member of the National Association of Personal Financial Advisors. He also received the Presidential Award of Honor.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
230 South Broad Street, Philadelphia, PA 19102
  • Certified Financial Planner (CFP)

Why choose this provider?

Based in Philadelphia, Rassler is a hybrid financial advisor run by women. This boutique firm was founded by Shanley Rassler Campbell, a CFP and ChFC who is joined by fellow financial professionals in assisting individuals and families in planning for children and retirement. Since 2005, Rassler has been providing advisory services designed to meet clients' personal needs. These include helping with investment decisions, money management, and life-changing events, such as college and career adjustments.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1800 John F Kennedy Boulevard, Philadelphia, PA 19103
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Tundidor Wealth and Investment Group is an office of Voya Financial Advisors that provides independent financial planning services to individuals in Philadelphia. It offers financial services on insurance planning, retirement planning, education funding, investment planning, and tax-sensitive strategies. Its retirement planning services include developing cash flow, minimizing portfolio risk, and quantifying the necessary rate of return. Lawrence Tundidor, the founder of Tundidor Wealth and Investment Group, has the Accredited Wealth Management Advisor and Accredited Investment Fiduciary designations.

Website
2400 Market Street, Philadelphia, PA 19103
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

Activate Wealth is a financial advisory firm located in Philadelphia. It provides customized financial planning and consulting services to busy professionals in their late 20s to early 40s. The firm assists with risk and insurance management, estate planning, student loan and debt management, and education planning. It also helps clients maximize their employee benefits and manage their savings. Activate Wealth is a member of the Financial Planning Association and the National Association of Personal Financial Advisors. Founder Taylor Venanzi is a Certified Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
30 South 17th Street, Philadelphia, PA 19103
  • Estate Planning
  • Retirement Planning
  • Tax Planning
  • Business Formation

Why choose this provider?

Wescott Financial Advisory Group LLC has been serving individuals, families, and businesses in Philadelphia and nearby areas since 1987. Its line of services includes education, estate, retirement, tax, and trust planning. In addition, the firm offers charitable giving and philanthropic strategy, investment and wealth management, and outside asset advice. Grant Rawdin, the CEO, holds the Certified Financial Planner designation. He is also a founding member of the CFP Board Center for Financial Planning's Advisory Council.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
100 Four Falls Corporate Center, Conshohocken, PA 19428

Why choose this provider?

Lawrence Wealth Management has been supporting individuals and businesses in planning and managing their finances since 2008. Among the services that the company offers are financial planning and investment management. The business collaborates with an investment management company in formulating financial plants and investment policy statements. Its advisory fees are billed monthly, with rates dependent on whether an account is an equity and balanced account or a fixed income account. Lawrence Wealth Management has offices in Philadelphia and Denver.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How should you financially prepare if you plan to give birth in Philadelphia?

    If you intend to give birth in Philadelphia, you should first ascertain the types of immediate costs resulting from giving birth and caring for the baby. Setting short-term savings goals to pay for medical expenses or other significant financial obligations that come with starting a family is an excellent place to start. Your budget should be adjusted for the changes in your expenses and lifestyle.

  • What steps should you take if you inherit money in Philadelphia?

    You should develop a list of objectives for you and those you love, as well as your savings and debts. Take your time in order to prevent placing yourself in a position where you can make mistakes that end up costing you more later on. It is advisable to speak with multiple financial planners before choosing one if you require assistance with more than simply investing.

  • What should you do to manage your finances in Philadelphia after the death of your spouse?

    Gathering important papers that can help you financially after the passing of your spouse should be your first move in Philadelphia. These documents can be a will or trust, insurance policies, end-of-life documents, social security numbers, and death certificates. In this case, it is advisable to take a step back after a loss and refrain from making any major financial adjustments or decisions. You can always put off making changes to your way of life until after things have calmed down or after the completion of the probate process.

  • Is hiring a financial advisor in Philadelphia required to administer your 401(k) plan?

    No. The administration of your 401(k) plan does not necessitate that you work with a financial advisor in Philadelphia. However, if you do not hire a professional for specialized counsel, you will be at the mercy of your 401(k) plan's provider's advice. Remember that the majority of 401(k) plan providers are only able to provide general information about what an investor can and cannot participate in within their plan. This is because they are not in a position to assess each investor's needs.

  • Why should you seek the assistance of a certified financial planner in Philadelphia?

    It is recommended to work with a certified financial planner in Philadelphia because of the value you can get from their training, job history, reputation for accountability, credentials, and dedication to lifelong learning. By selecting a CFP as your private financial advisor, you may gain a comprehensive understanding of your money that takes into account every component of your life. This way, you can be sure that every element of your financial plan works in unison to get you where you want to be.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.