Top financial advisors in DuBois, PA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in DuBois, PA when planning how to draw income from your retirement accounts after reaching eligible retirement age. A common mistake is not accounting for the state tax exemption on retirement income, which can affect your withdrawal strategy.
- Retirement income tax knowledge. Confirm the advisor understands Pennsylvania's exemption on retirement income to optimize your tax situation.
- Withdrawal sequencing. Ask how they plan distributions to balance tax efficiency and cash flow needs.
- Longevity planning. Ensure they consider how your income plan supports your lifestyle over a potentially long retirement.
- Coordination with other income sources. Check if they integrate Social Security, pensions, and other income streams into your retirement plan.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Shawn A
CFP®, Series 63, Series 65
DuBois, PA
Empower Advisory Group
Shawn Amblod's 18 years of experience and CFP® certification equip him to address retirement income strategies in DuBois, PA, including Social Security optimization and debt management. Working with Empower Advisory Group, a large firm offering flat-fee structures and integrated financial planning tied to employer-sponsored retirement plans, he provides both point-in-time plans and managed account options, distinguishing him from advisors with less firm integration or fee transparency.
Experience: 18 years
Avg account: $565,063
-
Stephanie S
Series 63, Series 65
Dubois, PA
OSAIC
Stephanie Sedor in DuBois, PA, offers expertise in annuities and serves clients including founders, executives, and retirees, which suits retirement income planning needs. Working at OSAIC, a large firm with flat-fee options and advanced portfolio tools, she provides flexible fee structures and access to diverse investment platforms, distinguishing her from advisors with smaller practices or different fee models.
Experience: 5 years
Avg account: $398,336
-
David A
Series 66
Dubois, PA
Ameriprise
David Alberts specializes in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in DuBois, PA. Working at Ameriprise, a large firm offering comprehensive advisory and insurance solutions, he provides tax-efficient retirement planning with a 0.15% AUM fee, supported by his prior banking experience and community involvement.
Experience: 3 years
Avg account: $471,167
-
David H
Series 65
Dubois, PA
City Center Advisors, LLC
David Hardin in DuBois, PA, offers expertise in retirement plans for business owners and wealth management, which can support effective retirement income strategies considering Pennsylvania's tax exemptions. His firm uses a Modern Portfolio Theory approach with options and derivatives strategies, providing flat-fee and negotiable AUM fees, catering to both individual and high-net-worth clients, distinguishing him from others with a focus on advanced investment techniques.
Experience: 6 years
Avg account: $427,096
-
Caroline R
Series 63, Series 65
Dubois, PA
LPL Enterprise
Caroline Rearick's 29 years of experience and expertise in general retirement planning and tax-loss harvesting make her well-equipped to address retirement income strategies in DuBois, PA, including tax-efficient withdrawal sequencing. Affiliated with LPL Enterprise, a large firm offering model portfolios and diverse asset management programs, she provides flat-fee financial planning, which may appeal to self-employed clients and business owners seeking structured fees and seasoned guidance.
Experience: 29 years
Avg account: $239,757
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in DuBois, PA
Find advisors by type
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)