Laurels

Best Financial Advisors in Philadelphia
2021

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 351 218 20

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

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

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Creative Capital Wealth Management Group

Located in Phoenixville, Pennsylvania, the Creative Capital Wealth Management Group is a financial services company advising clients throughout the Philadelphia metro area. Founded in 2003, it has locations in over 10 states and a client list that includes high net worth retirees, working executives, and business owners. The company doesn't have any conflicts of interest and specializes in retainer-based financial planning. A flat fee and quarterly retainer with no assets required is all that's needed to become a client.

1220 Valley Forge Road STE 3
Phoenixville, PA 19460

Website

Setarcos Wealth Advisors

  • Certified Financial Planner (CFP)
  • Tax Planning

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.

325 Chestnut Street
Philadelphia, PA 19106

Website

Voya Financial Advisors

  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

1800 John F Kennedy Boulevard
Philadelphia, PA 19103

Website

Wrong city? Here are some nearby places: