Top financial advisors in Hermitage, 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 Hermitage, 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.
- Tax-aware income planning. Confirm how the advisor incorporates Pennsylvania's state tax exemption on retirement income into your cash flow projections.
- Withdrawal sequencing. Ask how they prioritize distributions from different accounts to optimize tax efficiency and income stability.
- Longevity risk management. Ensure they consider how to sustain your income throughout retirement, not just the early years.
- Social Security timing. Discuss strategies for when to claim benefits to maximize your overall retirement income.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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John C
CFP®, Series 63, Series 65
Hermitage, PA
The huntington Investment company
John Clark's 12 years of experience and CFP® certification position him well to address retirement income strategies in Hermitage, PA, especially considering tax-aware planning and withdrawal sequencing. Working at The Huntington Investment Company, a large firm managing $6.3 billion with a model-driven platform, he offers access to diverse investment approaches and serves a broad client base, differentiating him from smaller local advisors.
Experience: 12 years
Avg account: $184,627
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Matthew B
Series 66
Hermitage, PA
Cetera
Matthew Bower's 23 years of experience and focus on clients approaching retirement in Hermitage, PA, equip him to address tax-aware income planning, including Pennsylvania's retirement income tax exemption. His affiliation with Cetera, a large firm offering diverse portfolio management and flat-fee financial planning, distinguishes him by combining seasoned expertise with flexible fee structures and a broad client service approach.
Experience: 24 years
Avg account: $306,089
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Sophia S
Series 66
Hermitage, PA
Edward Jones
Sophia Schmidt specializes in retirement income strategy in Hermitage, PA, with a Series 66 designation and three years of experience. She works at Edward Jones, a large firm managing over $1 trillion in assets, offering diverse advisory services and a program fee up to 1.35% annually, which may provide robust support for tax-aware income planning and withdrawal sequencing compared to smaller firms.
Experience: 3 years
Avg account: $246,728
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Chrystal S
Series 63, Series 66
Hermitage, PA
Wells Fargo Clearing
Chrystal Swope in Hermitage, PA, brings 20 years of experience and holds Series 63 and 66 designations, making her well-equipped to address retirement income strategies, including tax-aware planning relevant to Pennsylvania's exemptions. Affiliated with Wells Fargo Clearing, a large firm serving high-net-worth clients with flat-fee options and a disciplined, IPS-driven investment approach, she offers both discretionary and non-discretionary retirement plan consulting.
Experience: 20 years
Avg account: $475,575
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Mark S
Series 63, Series 65
Hermitage, PA
LPL Financial
Mark Steen's 29 years of experience and focus on wealth management and retirement plans for business owners make him well-suited to address retirement income strategies in Hermitage, PA. His affiliation with LPL Financial, a large firm offering flat-fee financial planning and supported by in-house research, provides access to diverse investment solutions and a broad client base, distinguishing him from other local advisors.
Experience: 29 years
Avg account: $399,489
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