Financial Advisors in Pennsylvania
Active Filters:
State: PA
Showing 9-16 of 20 advisors
Pittsburgh, PA
Bonnie Mangold
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomePortfolio Construction+2
Typical Clientele
Partners at Law FirmsAttorneys & Paralegals+4
Pricing Model:
AUM
Number of Clients
400
Years of Experience:
6 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
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
Allentown, PA
Ayad Amary
Wealthcare of The Lehigh Valley
Specialties and Expertise
High Net Worth PlanningRetirement IncomePortfolio Construction
Typical Clientele
RetireesDoctors+3
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
22 years
Conshohocken, PA
James Flaherty
Wells Fargo Advisors
Specialties and Expertise
Portfolio ConstructionRetirement IncomeHigh Net Worth Planning+4
Typical Clientele
Business OwnersHigh Net Worth Individuals+6
Pricing Model:
Fees Information
Number of Clients
N/A
Years of Experience:
14 years
Merion Station, PA
Christopher Zafiriou
Flax Pond Capital
Specialties and Expertise
Endowments & CharitiesAlternative InvestmentsWealth Accumulation and Preservation Strategies+1
Typical Clientele
RetireesDivorcees+2
Pricing Model:
AUM
Number of Clients
120
Years of Experience:
25 years
Bethlehem, PA
Bill Hines
Emancipare Investment Advisors LLC
Specialties and Expertise
Retirement IncomeCash Flow AnalysisCollege Planning+2
Typical Clientele
InheritorsNew Investors+6
Pricing Model:
Flat Fee
Number of Clients
20
Years of Experience:
22 years
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