Top financial advisors in Lewisburg, 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 eligible retirement age and want to understand how to maximize your income without increasing your tax burden. A common mistake is not accounting for how state tax exemptions on retirement income can affect your overall plan.
- State tax knowledge. Confirm the advisor understands that retirement income is generally exempt from state income tax after eligible retirement age in Pennsylvania.
- Income sequencing. Ask how they plan the order of income sources to optimize tax efficiency and cash flow.
- Longevity planning. Ensure they consider how your income needs might change as you live longer than expected.
- Social Security timing. Discuss strategies for when to start Social Security benefits to complement your retirement income.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Eric M
Series 63, Series 66
Lewisburg, PA
Equity Services, inc.
Eric Mcdowell's 34 years of experience and Series 63 and 66 licenses equip him to address retirement income strategies in Lewisburg, PA, especially with his firm's expertise in long-term allocation and tax-aware investment management. His affiliation with Equity Services, Inc., a large firm offering flat-fee financial planning and diverse client services, distinguishes him from others by combining seasoned insight with flexible fee structures and a broad client focus.
Experience: 35 years
Avg account: $221,971
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Curtis N
Series 65
Lewisburg, PA
Pioneer Fortress Consulting LLC
Curtis Nicholls in Lewisburg, PA, offers expertise in cash flow and budgeting, which is crucial for managing retirement income and tax efficiency. As an independent advisor and principal of Pioneer Fortress Consulting LLC, he emphasizes self-directed asset management with diversified investments, providing tailored advice aligned with clients' time horizons and risk tolerances, distinguishing him from others by combining academic insight with practical financial planning.
Experience: 7 years
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John M
Series 63
Lewisburg, PA
OSAIC
John Molinaro's extensive 43 years of experience and expertise in annuities make him well-suited to address retirement income strategies in Lewisburg, PA, especially considering Pennsylvania's state tax exemptions on retirement income. Operating within OSAIC, a large SEC-registered firm, he offers flat-fee planning and integrates risk tolerance with asset allocation, serving a diverse client base including individuals and pension plans.
Experience: 44 years
Avg account: $398,336
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Bradley C
Series 65
Lewisburg, PA
Granite Financial Advisors, Inc.
Bradley Catherman specializes in retirement income strategy and understands Pennsylvania's state tax exemptions for retirees, making him well-suited for managing income sequencing and longevity planning in Lewisburg, PA. His flat-fee financial planning and experience as a full-time educator offer a unique perspective compared to other advisors, while his firm employs dividend-focused investment strategies with a modest client load.
Experience: 9 years
Avg account: $166,643
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Michael J
Series 66
Lewisburg, PA
Edward Jones
Michael Johnson specializes in retirement income strategy and wealth management, making him well-equipped to address tax-efficient income sequencing and Social Security timing for retirees in Lewisburg, PA. Working at Edward Jones, a large firm managing over $1 trillion in assets, he offers a range of investment strategies with a program fee up to 1.35%, providing access to extensive resources compared to smaller firms.
Experience: 18 years
Avg account: $246,728
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