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.
David W. Durham (215) 735-3551
1420 Locust St Apt 24C Philadelphia, PA 19102-4214 View on Map (215) 735-3551
Compensation Method: Fee Only Minimum Investable Assets: None Provided Languages: French, English
CFP Board Disciplinary History: No Bankruptcy Disclosure in Last 10 Years: No
Houser & Plessl Management Group, LLC (610) 530-0700
5100 W Tilghman St Ste 240 Allentown, PA 18104-9149 View on Map (610) 530-0700
Compensation Method: None Provided Minimum Investable Assets: None Provided Languages: English
Specialties: Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
(215) 725-5448
6820 Horrocks St Philadelphia, PA 19149-2212 View on Map (215) 725-5448
Compensation Method: Commission and Fee Minimum Investable Assets: None Provided Languages: English
Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, Insurance Planning
David J Antonchak (610) 807-9200
3 East North Street Bethlehem, PA 18018-4085 View on Map (610) 807-9200
Ameriprise Financial (610) 331-9760
301 Stonybrook Dr Norristown, PA 19403-2726 View on Map (610) 631-8110
Compensation Method: Commission and Fee Minimum Investable Assets: $100,000 Languages: English
Ameriprise Financial (814) 456-7018 x24
1704 W 26th St Erie, PA 16508-1234 View on Map (814) 456-7018
Specialties: Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Intergenerational Planning, Investment Management
Dorset Financial Services Corp (610) 688-8300
522 Dorset Rd Devon, PA 19333-1811 View on Map (610) 688-8300
Compensation Method: Fee Only Minimum Investable Assets: $250,000 Languages: English
Specialties: Investment Management
O'Polka & Company, Inc. (814) 437-2257
1446 Liberty St Franklin, PA 16323-1624 View on Map (814) 437-9568
Compensation Method: Fee Only Minimum Investable Assets: None Provided Languages: English
Specialties: Accounting, Budget Development, Business Succession Planning, Estate Planning, General Financial Planning, Retirement Planning, Tax Planning
MetLife (717) 724-4356
101 Erford Rd Ste 200 Camp Hill, PA 17011-1802 View on Map (717) 724-4356
Specialties: Business Succession Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Retirement Planning
MFB Wealth Management, Inc (215) 256-8989
658 Harleysville Pike Ste 160 Harleysville, PA 19438-2886 View on Map (215) 256-8989
Compensation Method: Commission and Fee Minimum Investable Assets: $50,000 Languages: English
Specialties: Wealth Management
Merrill Lynch (412) 749-7912
409 Broad St Sewickley, PA 15143-1557 View on Map (412) 749-7912
Specialties: Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning
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
Merrill Lynch (201) 401-9103
1040 Stony Hill Rd Suite 150 Yardley, PA 19067-5556 View on Map (267) 757-1412
Compensation Method: Commission and Fee Minimum Investable Assets: $500,000 Languages: English
Ormiston Financial Services (610) 353-6079
3400 Garrett Rd Drexel Hill, PA 19026-2940 View on Map (610) 259-0380
Compensation Method: Commission and Fee Minimum Investable Assets: $10,000 Languages: English
The Fairman Group (610) 889-7300 x102
899 Cassatt Rd Ste 115 Berwyn, PA 19312-1190 View on Map (610) 889-7300
Compensation Method: Fee Only Minimum Investable Assets: $1,000,000 Languages: English
Specialties: Asset Allocation, Tax Planning, Wealth Management
The Paul Group, LLC (610) 660-4669
40 Monument Rd Ste 107 Bala Cynwyd, PA 19004-1735 View on Map (610) 660-4669
Specialties: Business Succession Planning
Morgan Stanley Private Wealth Management (215) 963-3920
1650 Market St Fl 42 Philadelphia, PA 19103-7232 View on Map (215) 963-3920
Compensation Method: Commission and Fee Minimum Investable Assets: $5,000,000 Languages: English
Specialties: Asset Allocation, Comprehensive Financial Planning, Investment Management, Wealth Management
Pinchotti Insurance & Financia (724) 774-8197
PO Box 21 Monaca, PA 15061-0021 View on Map (724) 774-8197
Compensation Method: Commission Only Minimum Investable Assets: None Provided Languages: English
Specialties: Young Professionals
Solenture, Inc. (724) 387-1343
405 Alpine Village Drive Monroeville, PA 15146 View on Map (412) 667-0105
Compensation Method: Commission and Fee Minimum Investable Assets: $250,000 Languages: English
Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Retirement Planning
TIAA-CREF (412) 302-6606
4570 5th Ave Ste 300 Pittsburgh, PA 15213-2665 View on Map (412) 302-6606
Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, Healthcare Planning