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Sparrow Wealth

Allentown, PA

877 330 9191

Sparrow Wealth Management, a Registered Investment Advisor, provides asset management and fee-only financial planning services in Pennsylvania, Las Vegas, for a select clientele nationwide. We build globally diversified…

Financial PlannerFinancial PlannersMutual FundWealth Management

Wealthtrust – Arizona

Radnor, PA

610 688 0050

AXIOM ASSET MANAGEMENT Wealth Management Offices, RADNOR, PA. Investment and wealth management services registered investment advisors firms portfolio managers and fee-based investment managers wealth managers serves in…

Wealth ManagersInvestment ManagersPersonal Trust Services Investment AdvisorInvestment Advisors

Axiom Asset Management Llc

Wayne, PA


AXIOM ASSET MANAGEMENT Wealth Management Offices, RADNOR, PA. Investment and wealth management services registered investment advisors firms portfolio managers and fee-based investment managers wealth managers serves in…

Personal Trust Services Investment AdvisorAsset Allocation AdvisorMutual FundWealth Management

Kej Financial Advisors

Newtown, PA

215 860 3605

KEJ Financial Advisors, LLC, a registered investment advisor, provides fee-only financial planning investment advice; tax preparation and planning, to help residents in the greater Newton, PA area achieve financial inde…

Investment AdvisorFee Only Financial PlanningCertified Financial PlannerFinancial Planner

Matune Basile Advisors

Hermitage, PA

724 301 1209

Matune Basile Advisors is a Registered Investment Advisor in the State of PA & Ohio Matune Basile Advisors – Investing

Investment AdvisorInvestment Strategy

Schreiner Capital Management

Exton, PA

610 524 7310

Registered investment advisor providing the Philadelphia, PA and Wilmington, DE areas with experienced and independent financial advisory services

Investment AdvisorInvestment AdvisorsInvestment StrategiesCapital Management

Broadhurst Financial Advisors

West Point, PA

(215) 325 1595

Broadhurst Financial Advisors, Inc. is a Independent, Fee-Only Registered Investment Advisor located in West Point, PA

Investment AdvisorPrivate Wealth ManagementInvestment ManagementAsset Allocation

The Smart Financial Group

Pittsburgh, PA

The SMART Financial Group, LLC. is an independent, privately-owned, fee-based registered investment advisor located in Pittsburgh, PA

Investment AdvisorInvestment Advisory Services

Appelman Financial


(570) 784-1716

… Our independent firm specializes in retirement rollovers and distributions. As representatives with a Registered Investment Advisor firm, we must always put YOUR interests first. We also pride ourselves on our…

Chartered Financial ConsultantCertified Financial Planner

Frazier Wealth Management


(973) 551 7901

Welcome to Frazier Wealth Management , a Registered Investment Advisor Whether you are just starting to plan for retirement, saving for the your children's education or looking to expand your

Wealth Management

Hutchison Whitehead Wealth Management

Canonsburg, PA

724 873 8755

Hutchison Whitehead is a DFA approved, fee-only registered investment advisor with the state of Pennsylvania. HW offers portfolio management and financial planning services

Investment AdvisorManagement And Financial PlanningPortfolio ManagementInvestment Management



(610) 522 2013

…Research and Management, LLC is an independent investments research and money management firm and a registered investment advisor We analyze and present reports on covered companies’ essential qualitative and…

Investment AdvisorInvestment Advisory ServicesInvestment AdvisoryAsset Allocation

Grey Street Capital

Wexford, PA

412 576 1952

Grey Street Capital Management LLC is an independent registered investment advisory firm based in Pittsburgh We specialize in investment consulting and money management

Investment Advisory Firm BasedRegistered Investment Advisory FirmRegistered Investment AdvisoryInvestment Manager

Pfg Wealth Planning

State College, PA

1 800 822 0645

… Our affiliation with PFG Financial Advisors, whose more than 100 advisors ranked in the top 25% of Registered Investment Advisors in America* in assets under management, provides us leverage with large investment…

Customized Wealth ManagementInvestment AdvisorsWealth Management

George R Fisher

Newtown, PA

215 860 4893

George Fisher built Morgan Stanley's technical infrastructure, managed its Asian operations, ran Fidelity's computer system and merged Prudential and Wachovia Securities. He is now a Registered Investment Advisor and re…

Investment Advisor

Independence Planning Grouip

Blue Bell, PA

267 468 0822

Independence Planning Group is not a registered investment advisor and none of their services should be construed as investment advisory services Independence Planning Group is not an affiliate or subsidiary of…

Investment Advisory Services

Rubin Goldman And Assoc

Bala Cynwyd, PA

610 660 4444

Rubin Goldman and Associates and the Portfolio Strategies Team are not registered investment advisors and are not owned or operated by AXA Advisors or AXA Network

Investment Advisory ServicesInvestment Advisors

Covered Bridge Tactical

Yardley, Pa

215 579 5760

Covered Bridge Tactical, LLC is an SEC registered investment advisor designed to serve the needs of advisors seeking a more actively managed, alpha oriented investment approach

Sec Registered Investment AdvisorSec Registered InvestmentInvestment AdvisorInvestment Advisors

Arca Archa

Elkins Park, PA

1 877 345 2722

Arca Archa LLC Financial Advice & Planning, Registered Investment Advisor, High level Advice without spending a lot, Ethics Knowledge Guidance. ArcaArcha LLC

Investment AdvisorFinancial Planning & InvestmentsInvestment StrategiesFinancial Advice

Magna Financial Planning

Downingtown, PA

610 972 4116

MAGNA is a Comprehensive Financial Planning and Registered Investment Advisory firm located in Downingtown, PA. We provide unbiased and independent financial advise in the personal finance area. We recognize the unique …

Registered Investment Advisory FirmRegistered Investment AdvisoryComprehensive Financial PlanningInvestment Advisory

Girard Partners

King of Prussia, PA

888 578 0770

Girard Partners Ltd. is a fee-only registered investment advisory firm that specializes in providing wealth management solutions such as Investment Management and Comprehensive Financial and Retirement Planning to succe…

Investment AdvisorInvestment ManagerPortfolio ManagementFinancial Planning & Investments

Oakmont Capital Management

Oakmont, PA

(412) 828 5550

Founded in June 2002, Oakmont Capital Management, LLC is a registered investment advisor and premiere hedge fund provider located in Oakmont, Pennsylvania. As a hedge fund manager, Oakmont Capital prides itself in being…

Investment AdvisorInvestment Managerhigh net worth individualsCapital Management

Fragasso Group

Wexford, PA

412 227 3200

Fragasso Financial Advisors are the Retirement Planning and Wealth Preservation Specialists. The Group is a Registered Investment Advisor with over 140 years of combined experience

Investment AdvisorCorporate Retirement PlansStockbrokerFinancial Planner

Myers Capital Management

Abington, PA

(215) 657 0300

Myers Capital Management, a Registered Investment Advisor providing strategic investment and financial planning strategies to help guide you on the path to your financial goals. 215-657-0300

Investment AdvisorRegistered Investment AdviserInvestment AdvisersSell Insurance Products

Gerring Capital

Glenmoore, PA

(610) 280 3595

Gerring Capital Partners is a Registered Investment Advisor based in Chester County, PA and serving clients nationwide. Eric Parnell founded the firm in 2005 with the mission of helping others by p

Registered Investment Advisor BasedInvestment Advisor


Berwyn, PA

610 942 8656

Blasdell & Co. is a Registered Investment Advisor in the Commonwealth of Pennsylvania We don’t sell investment products, insurance or annuities, nor are we tied to the recommendations or products of one partic…

Investment AdvisorFinancial Advice

Team Financial Systems Inc

Harrisburg, PA

717 540 7807

TEAM Financial Managers is located in Harrisburg, Pennsylvania and has been an independent registered investment advisor since 1994 We specialize in providing a broad range of wealth management services to inve…

Investment AdvisorChartered Financial AnalystWealth Management ServicesWealth Management

Muntz Financial

Axe, PA

(215) 283 1933

… tools, and planning techniques necessary to gain perspective and control of their financial lives As a Registered Investment Advisor, Muntz Financial has a single purpose – to provide customized advice and…

Investment AdvisorRegistered Representativevariable annuities

Paul R. Kopey & Associates

Chester Springs, PA

484 341 8892

…protection and charitable transfers just to name a few With our credentials and registration as a Registered Investment Advisor, we are held to a higher fiduciary standard than other kinds of advisors and we are…

Wealth Management

Your Investment Coach

Sarver, PA

(724) 294 0010

…make no commissions, so we have no obligation to push any one mutual fund over another. Unlike a broker, as a registered investment adviser we are bound by the fiduciary standard to render advice to our clients that is…

Investment AdvisorRegistered Investment AdviserInvestment ManagerFund Investing

Insync Financial Group

Yardley, PA

215 302 3437

InSync Financial Group does this with the highest levels of trust, integrity and respect while always collaborating using a team approach Oversight to our clients so they may achieve their financial and person…

Spouting Rock Financial Partners

Radnor, PA

610 788 2128

Spouting Rock Financial Partners is an independent, employee-owned financial services firm formed by Blakely Page, a veteran Wall Street securities professional. It offers four distinct lines of business: Investment Ban…

Investment PortfolioAsset AllocationInvestment Consulting

Dow Cap

Kennett Square, PA

(484) 732 8278

Dow Capital Management, LLC provides specialized investment advisory services to retirement benefit Dow Cap applies a systematic and disciplined momentum factor to generate excess returns across a variety

Investment AdvisorInvestment Advisory ServicesInvestment AdvisoryInvestment Management Services

Staufferwilliams Asset Management

York, PA

717 395 9711

StaufferWilliams Asset Management, LLC was established in early 2012, and investment advisory services are conducted under Donnelly Steen & Co., Registered Investment Advisor We build customized investment por…

Investment AdvisorCustomized Investment PortfoliosInvestment Management SolutionsInvestment Advisory Services

McCann Wealth Strategies, Inc.

State College, PA

(814) 237-0841

Pat McCann, RFC Rachel Klinger, RFC "Helping Clients Build Protect & Preserve Their Assets" Established in 1994, McCann Wealth Strategies, Inc. has been working with clients throughout Pennsylvania, and multiple sta…

Investment AdvisorInvestment AdvisersInvestment AdvisorsInvestment Advisory Firm

Team Financial Managers

Harrisburg, PA

TEAM Financial Managers is located in Harrisburg, Pennsylvania and has been an independent registered investment advisor since 1994 We specialize in providing a broad range of wealth management services to inve…

Investment AdvisorWealth Management ServicesWealth Management

Miciak & Company Pc

Yardley, PA

215 369 1800

Providing the affluent with an integrated solution in the areas of estate and income tax planning, investment advisory services and retirement planning. Visit our web site for hundreds of helpful ideas on wealth managem…

Portfolio RebalancingInvestment Advisory ServicesInvestment AdvisoryAsset Allocation

Walls Investment Management Company

Washington Crossing, PA

215 493 7040

Walls Investments is a Registered Investment Advisory firm in Bluffton/Hilton Head South Carolina. We provide both our Private Clients as well as our Corporate Pension Clients with seasoned investment counsel

Registered Investment Advisory FirmRegistered Investment AdvisoryInvestment AdvisoryInvestment Advisors

The Fragasso Group, Inc

Pittsburgh, PA

412 227 3200

We are committed to adding extraordinary value by helping you comprehensively manage the best endowment investment plan and continually monitoring the fund's’s assets – helping to reduce your fiduciary …

Investment AdvisorStockbrokerFinancial Advisors


Newtown, PA

215 860 8400

…and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor

Investment AdvisoryFinancial Advisors

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