Top financial advisors in Erie, 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 be considering your retirement income strategy if you're approaching or have reached the eligible retirement age in Erie, PA. A common mistake is not accounting for how retirement income is generally exempt from state income tax here, which can affect your withdrawal plans.
- State tax knowledge. Confirm the advisor understands Pennsylvania's rules that exempt retirement income from state tax after eligibility age.
- Withdrawal sequencing. Ask how they plan distributions to maximize tax benefits and sustain your income.
- Income source coordination. Check if they integrate Social Security, pensions, and investments into a cohesive plan.
- Longevity planning. Ensure they consider how long your income needs to last, including healthcare and inflation factors.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Timothy M
Series 63, Series 65, Series 66
Erie, PA
LPL Financial
Timothy Moreland's decade of experience and Series 63, 65, and 66 licenses equip him to address retirement income strategies in Erie, PA, including tax-efficient withdrawal sequencing and income source coordination. Affiliated with LPL Financial, a large firm offering flat-fee financial planning, he serves diverse clients and brings additional insight from his background as a founder and pastor, distinguishing him from other local advisors.
Experience: 11 years
Avg account: $399,489
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Travis B
Series 66
Erie, PA
Gladstone Wealth Partners
Travis Bert specializes in retirement income strategy and wealth management in Erie, PA, with five years of experience and a Series 66 designation. His firm, Gladstone Wealth Partners, offers flat-fee and negotiable fee structures, serving individuals and high-net-worth clients with diverse investment strategies including equities and alternative assets, which may provide a broader approach compared to other local advisors.
Experience: 6 years
Avg account: $675,237
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Jeffrey P
Series 63, Series 65
Erie, PA
I.M.S. Wealth Management, LLC
Jeffrey Presogna's 21 years of experience and expertise in retirement plans for business owners and annuities make him well-suited to address retirement income strategies in Erie, PA. His firm offers flat-fee financial planning and pension consulting, focusing on non-discretionary portfolio management, which may appeal to clients seeking tailored, independent advice with a CPA background in tax and business consulting.
Experience: 21 years
Avg account: $684,291
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Paul H
CFP®, Series 63, Series 65
Erie, PA
NEwEdge Advisors
Paul Hakel's extensive 44 years of experience and CFP® certification equip him to address retirement income strategies in Erie, PA, including tax-exempt retirement income considerations. His affiliation with NewEdge Advisors, a large firm offering both discretionary and non-discretionary portfolio management, complements his flat-fee and subscription-based financial planning options, distinguishing him from advisors with different fee structures or smaller firm resources.
Experience: 44 years
Avg account: $813,531
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Harry E
Series 63, Series 65
Erie, PA
Evanoff Financial Advisors
Harry Evanoff offers wealth management services in Erie, PA, with 47 years of industry experience and holds Series 63 and 65 licenses. His firm manages $20.5 million in client assets, focusing on discretionary portfolio management for individuals and charitable organizations, combining market timing with insurance brokerage services, which may provide a comprehensive approach to retirement income planning.
Experience: 47 years
Avg account: $256,316
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