Best Financial Advisors in Philadelphia

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.