Top financial advisors in Meadville, 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 Meadville, PA when you're planning how to draw income from your retirement accounts after reaching eligible retirement age. A common mistake is not accounting for the fact that retirement income is generally exempt from state income tax here, which can affect your withdrawal strategy.
- State tax knowledge. Confirm the advisor understands Pennsylvania's rules on retirement income tax exemptions to optimize your income plan.
- Withdrawal sequencing. Ask how they prioritize which accounts to draw from first to minimize taxes and sustain your portfolio.
- Longevity planning. Ensure they consider how long your savings need to last, factoring in healthcare and lifestyle costs.
- Income stability focus. Look for advisors who balance growth and income to keep your retirement funds steady over time.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James O
Series 66
Meadville, PA
OSAIC
James Oakes brings 22 years of experience and a Series 66 designation to retirement income planning in Meadville, PA, with a specialty in annuities that can support income stability. Working at OSAIC, a large firm known for its technology-driven investment process and diverse client base, he offers flat-fee and negotiable AUM fee structures, distinguishing him from advisors with smaller practices or different pricing models.
Experience: 22 years
Avg account: $398,336
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Richard S
Series 63, Series 65
Meadville, PA
Raymond James Financial
Richard Seidel Jr. offers expertise in general retirement planning and cash flow management, essential for optimizing retirement income in Meadville, PA. With 30 years of experience at Raymond James Financial, a large firm known for non-discretionary planning and asset-allocation analysis, he provides flat-fee and hourly consulting, catering to diverse clients including business owners and retirees.
Experience: 30 years
Avg account: $700,796
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Daniel M
Series 63, Series 66
Meadville, PA
Cetera
Daniel Malyuk in Meadville, PA, offers expertise in retirement plans for business owners and tax-loss harvesting, which can help optimize retirement income strategies considering Pennsylvania's tax exemptions. Affiliated with Cetera, a large firm providing both discretionary and non-discretionary portfolio management, he offers flexible fee structures including flat fees and hourly consulting, catering to clients approaching retirement and high earners.
Experience: 12 years
Avg account: $306,089
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Todd E
Series 66
Meadville, PA
Edward Jones
Todd Erdos offers expertise in retirement income and withdrawal strategies, essential for navigating Pennsylvania's tax-exempt retirement income rules. With 14 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, he provides wealth management services with a focus on sustainable investing and business ownership considerations, charging up to 1.35% annually in program fees.
Experience: 14 years
Avg account: $246,728
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Ethan K
Series 65
Meadville, PA
Mercer Global Advisors Inc.
Ethan Klie at Mercer Global Advisors Inc. in Meadville, PA, offers expertise in retirement plans for business owners and sustainable investing, which can support retirement income planning with a focus on tax-efficient withdrawal sequencing. His firm combines fundamental and technical analysis within strategic asset allocation, serving high-net-worth clients with a flat-fee structure, differentiating him from advisors with more traditional fee models or narrower specialties.
Experience: 1 year
Avg account: $2,214,259
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