Top financial advisors in Harrisburg, 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 Harrisburg, PA when you're planning how to draw income from your retirement savings, especially since retirement income is generally exempt from state income tax after you reach eligible age. A common mistake is not accounting for this tax exemption, which can lead to paying more taxes than necessary.
- Retirement income timing. Ask how they plan your withdrawals to maximize tax benefits specific to Pennsylvania.
- Tax exemption knowledge. Confirm they understand which retirement incomes are exempt from state tax and how that affects your overall plan.
- Income source coordination. Check if they consider all income streams, like Social Security and pensions, when crafting your retirement income strategy.
- Experience with local rules. Ensure they apply Pennsylvania-specific tax rules rather than generic state guidelines.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Adam T
Series 66
Harrisburg, PA
LPL Financial
Adam Truitt in Harrisburg, PA, offers expertise in wealth management and retirement plans for business owners, supported by 15 years of experience and a Series 66 designation. Working with LPL Financial, a large firm, he provides flat-fee financial planning and consulting, which may appeal to clients seeking transparent pricing and comprehensive services backed by in-house research.
Experience: 16 years
Avg account: $399,489
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Tony T
Series 63, Series 66
Harrisburg, PA
Infinity Financial Services Advisory
Tony Tolene, based in Harrisburg, PA, brings 16 years of experience and holds Series 63 and 66 licenses, positioning him to navigate local retirement income tax nuances effectively. As an independent advisor at Infinity Financial Services Advisory, he offers hourly fee options and serves a diverse clientele including high-net-worth individuals and pension plans, utilizing tailored investment strategies and comprehensive financial planning.
Experience: 16 years
Avg account: $261,020
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Michael J
Series 65
Harrisburg, PA
Ethos Financial Group, LLC
Michael Johnson, Jr. in Harrisburg, PA, offers expertise in tax-loss harvesting and active portfolio management, which can help optimize retirement income tax strategies specific to Pennsylvania. His firm, Ethos Financial Group, manages over $2 billion and serves a diverse client base with flat-fee and hourly consulting options, providing flexibility compared to advisors with only asset-based fees.
Experience: 0 years
Avg account: $969,154
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Johnathan G
Series 66
Harrisburg, PA
Empower Advisory Group
Johnathan Geeting specializes in retirement income strategy and Social Security optimization, making him well-suited to address Pennsylvania's tax-exempt retirement income rules. Working at Empower Advisory Group, a large firm offering flat-fee and subscription pricing, he supports employer-sponsored retirement plans and retail clients, providing integrated financial planning and managed account options with three years of industry experience.
Experience: 3 years
Avg account: $565,063
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Christopher G
Series 65, Series 63
Elizabethtown, PA
Thrivent Investment Management
Christopher Grant in Harrisburg, PA, offers expertise in business ownership considerations, which can be crucial when planning retirement income strategies involving business assets. Working with Thrivent Investment Management, a large firm providing dedicated planning services and managed-account programs, he combines goal-based analyses with consolidated billing, distinguishing him from advisors at smaller firms or with narrower service scopes.
Experience: 9 years
Avg account: $162,801
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