Financial Advisors in Pennsylvania
Active Filters:
State: PA
Showing 9-16 of 20 advisors
Berwyn, PA
Andrew Schaffer
Ellis Investment Partners, LLC
Specialties and Expertise
Retirement IncomePortfolio ConstructionHigh Net Worth Planning+2
Typical Clientele
RetireesHigh Net Worth Individuals+2
Pricing Model:
AUM
Number of Clients
25
Years of Experience:
12 years
Pittsburgh, PA
Peter Donisanu
Franklin Madison Advisors
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeEquity Compensation+3
Typical Clientele
High Net Worth IndividualsCorporate Executives+5
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
17 years
Pittsburgh, PA
Jordan Dunsmore
YTS Wealth Management
Specialties and Expertise
Cash Flow AnalysisTax PreparationHigh Net Worth Planning+5
Typical Clientele
InheritorsRetirees+6
Pricing Model:
AUM
Number of Clients
160
Years of Experience:
18 years
King of Prussia, PA
Zachary Mineur
Independence Square Advisors
Specialties and Expertise
High Net Worth PlanningTax Minimization Investment StrategiesRetirement Income+1
Typical Clientele
RetireesCorporate Executives+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
14 years
West Chester, PA
Mike Reynolds
Janney Montgomery Scott
Specialties and Expertise
High Net Worth PlanningRetirement IncomeBusiness Ownership Strategies+2
Typical Clientele
RetireesBusiness Owners+5
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
8 years
Lewisburg , PA
Justin Buttrick
Vision Wealth Advisors
Specialties and Expertise
High Net Worth PlanningTax Minimization Investment StrategiesBusiness Ownership Strategies+1
Typical Clientele
RetireesHealthcare Workers+4
Pricing Model:
Flat Fee
Number of Clients
100
Years of Experience:
14 years
Pittsburgh, PA
James Kampetis
Carson Wealth
Specialties and Expertise
Retirement IncomePortfolio ConstructionCash Flow Analysis+3
Typical Clientele
RetireesCorporate Executives+3
Pricing Model:
Flat Fee
Number of Clients
220
Years of Experience:
N/A
Pittsburgh, PA
Devin Faddoul
Adda Financial
Typical Clientele
New InvestorsWomen in Tech+3
Pricing Model:
N/A
Number of Clients
N/A
Years of Experience:
17 years