For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.
Speakman Financial Group (412) 787-3373
2 Penn Ctr West Ste 325 Pittsburgh, PA 15276-0110 View on Map (412) 787-3373
Compensation Method: Commission Only Minimum Investable Assets: None Provided Languages: English
CFP Board Disciplinary History: No Bankruptcy Disclosure in Last 10 Years: No
Specialties: Comprehensive Financial Planning, General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning, Tax Planning
(610) 409-9410
3953 Ridge Pike Ste 201 Collegeville, PA 19426-4011 View on Map (610) 409-9410
Compensation Method: Commission and Fee Minimum Investable Assets: $50,000 Languages: English
Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management
Adams & Associates (610) 916-6393
8484 Allentown Pike Blandon, PA 19510-9459 View on Map (610) 916-6393
Compensation Method: Commission and Fee Minimum Investable Assets: $250,000 Languages: English
Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Elder Care, Estate Planning
(215) 968-0626
358 David Dr Langhorne, PA 19047-1168 View on Map (215) 968-0626
Compensation Method: Commission and Fee Minimum Investable Assets: $5,000 Languages: English
Abacus Wealth Partners LLC (267) 519-6922
1818 Market St Ste 3740 Philadelphia, PA 19103-3639 View on Map (267) 519-6922
Compensation Method: Fee Only Minimum Investable Assets: $500,000 Languages: English
Specialties: Charitable Giving, Comprehensive Financial Planning, Investment Management, Life Planning, Socially Responsible Investments, Wealth Management
Merrill Lynch (267) 757-1414
1040 Stony Hill Rd Ste 150 Yardley, PA 19067-5557 View on Map (267) 757-1414
Compensation Method: Commission Only Minimum Investable Assets: $500,000 Languages: English
Specialties: Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Longhi Financial (570) 668-2102
707 Claremont Ave Tamaqua, PA 18252-4810 View on Map (570) 668-0765
Specialties: Retirement Income Management
(814) 255-6019
1407 Eisenhower Blvd Ste 301 1407 Eisenhower Blvd. Johnstown, PA 15904-3262 View on Map (814) 269-9134
Compensation Method: Commission Only Minimum Investable Assets: $100,000 Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, Investment Planning, Retirement Planning, Sudden Wealth Management
Beth D'Andrea, Financial Planner, LLC (610) 648-3814
5 Great Valley Parkway Suite 210 Malvern, PA 19355-1426 View on Map (610) 648-3814
Compensation Method: Fee Only Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Estate Planning
Creative Finl Resources (215) 619-9988
PO Box 1587 Blue Bell, PA 19422-0449 View on Map (215) 619-9988
Specialties: Education Planning, General Financial Planning, Insurance Planning, Investment Management, Retirement Planning, Social Security Planning
Bruton Financial Partners (484) 202-8227
521 East Lancaster Ave Downingtown, PA 19335-2724 View on Map (610) 518-3900
Compensation Method: Commission and Fee Minimum Investable Assets: $500,000 Languages: English
Hefren-Tillotson (412) 633-1514
4001 Stonewood Dr Wexford, PA 15090-8398 View on Map (412) 633-1514
Compensation Method: Commission and Fee Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning
Bryn Mawr Trust Co. (610) 581-4767
10 S Bryn Mawr Ave Bryn Mawr, PA 19010-3213 View on Map (610) 581-4767
Compensation Method: Salary Minimum Investable Assets: $500,000 Languages: English
Specialties: Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Planning
Christopher L. Zellman, CPA (610) 436-8118
596 Cork Circle West Chester, PA 19380-3640 View on Map (610) 436-8118
Compensation Method: Commission Only Minimum Investable Assets: $10,000 Languages: English
Specialties: Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning
HSBC Taxpayer Financial Servic (610) 866-3419
1485 W Raders Ln Bethlehem, PA 18015-5536 View on Map
Compensation Method: None Provided Minimum Investable Assets: None Provided Languages: English
BPU Investment Management, Inc (412) 288-9150
301 Grant Street, One Oxford Centre Suite 3300 Pittsburgh, PA 15219-1407 View on Map (412) 288-9150
Compensation Method: Fee Only Minimum Investable Assets: $400,000 Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Planning, LGBT Individuals and Couples, Tax Planning
First National Bank & Trust Co. of Newtown (215) 968-4872
40 S State St Newtown, PA 18940-1953 View on Map (215) 968-4872
Compensation Method: Fee Only Minimum Investable Assets: $250,000 Languages: English
Specialties: Wealth Management
John E. Patterson, Jr., CPA, C (610) 525-7400
14 Elliott Ave Ste 2 Bryn Mawr, PA 19010-3412 View on Map (610) 525-7400
Compensation Method: Commission and Fee Minimum Investable Assets: $100,000 Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Planning
Smart Cents (610) 759-9580
37 Belvidere St Nazareth, PA 18064-2256 View on Map (610) 759-9580
Specialties: Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Insurance Planning
Wienken & Associates (814) 466-6295
3949 S Atherton St State College, PA 16801-8308 View on Map (814) 466-6295