Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Hal M

Series 66

Philadelphia, PA

Prosperity - An EisnerAmper Company

Hal Michels is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Prosperity - An EisnerAmper Company and has held roles at various firms including Dai Securities, Apw Inc, and EisnerAmper Wealth Management. Outside of advisory work, he is a partner involved in tax preparation and CPA services within his firm. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, retirement-plan advisory, and consulting services. The firm emphasizes asset allocation and diversification, offering both discretionary and non-discretionary management, and manages approximately $5 billion in client assets through a multi-team approach.

Income planning Business sale tax planning Founder/Business Owner Executive
user avatar
firm logo

Ryan T

Series 63, Series 65

Philadelphia, PA

Prosperity - An EisnerAmper Company

Ryan Tyrell is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at CPA Financial Group, LLC, Commonwealth Financial Network, and EisnerAmper Wealth Management & Corporate Benefits, LLC. He is also president and sole owner of a private entity established to facilitate his fixed insurance business. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities with financial planning, portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification, managing about $5 billion in client assets through discretionary and non-discretionary strategies, often employing third-party independent managers and technology platforms.

Income planning Business sale tax planning Founder/Business Owner Executive
user avatar
firm logo

Joseph G

Series 65

Philadelphia, PA

Prosperity - An EisnerAmper Company

Joseph Granahan is a financial advisor with Prosperity - An EisnerAmper Company in Philadelphia, PA, holding a Series 65 license and six years of industry experience. Prior to joining Prosperity in 2026, he worked at MyCIO Wealth Partners for six years and has held roles at Heffler, Radetich & Saitta, LLP, Dougherty Electric, F&M Library, and Franklin & Marshall College. Prosperity - An EisnerAmper Company provides financial planning, portfolio management, and consulting services to individuals, trustees, estates, retirement plans, and business entities. The firm manages approximately $5 billion in assets across a team of 63 advisors, emphasizing asset allocation and diversification through both discretionary and non-discretionary management strategies.

Income planning Business sale tax planning Founder/Business Owner Executive
user avatar
firm logo

Alan G

Series 63, Series 65

Philadelphia, PA

Prosperity - An EisnerAmper Company

Alan Gubernick is a financial advisor at Prosperity - An EisnerAmper Company with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including Commonwealth Financial Network and EisnerAmper. Outside of his advisory role, Gubernick serves on the boards of several nonprofit organizations, including the Anti-Defamation League and Philadelphia Youth Basketball. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities, providing financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $5 billion in assets with a focus on asset allocation and diversification, using both discretionary and non-discretionary management alongside third-party independent managers and technology platforms.

Income planning Business sale tax planning Founder/Business Owner Executive
user avatar
firm logo

Joseph E

Series 63, Series 65

Philadelphia, PA

Prosperity - An EisnerAmper Company

Joseph England is a financial advisor with Prosperity - An EisnerAmper Company, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has previously worked with firms including Commonwealth Financial Network and CPA Investment Advisors Inc. England serves as a board member at Gwynedd Mercy University. Prosperity - An EisnerAmper Company serves individuals, trustees, estates, retirement plans, and business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm emphasizes asset allocation and diversification, utilizing both discretionary and non-discretionary management with third-party Independent Managers and model portfolios.

Income planning Business sale tax planning Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")