Top advisors in Pennsylvania
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 Pennsylvania when facing complex decisions like managing inheritance, planning for college expenses, or preparing for retirement in a state with unique tax rules. Without focused knowledge of Pennsylvania's tax landscape and financial regulations, you risk missing opportunities to optimize your financial plan.
- State tax expertise. Confirm how they navigate Pennsylvania's income and inheritance taxes to minimize your liabilities.
- Local market insight. Ask how they incorporate Pennsylvania's economic trends and cost of living into your investment and retirement strategies.
- Regulatory familiarity. Ensure they understand state-specific retirement account rules and estate planning laws that affect your long-term goals.
- Coordination with local professionals. Check if they collaborate with Pennsylvania-based attorneys and tax preparers to align your financial plan with legal requirements.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Linda P
Series 63
Mt. Laurel, NJ
BC Advisors, LLC
Linda Postorivo's extensive 42 years of experience and active portfolio management expertise equip her to handle complex financial needs, including those relevant to Pennsylvania residents. Operating from BC Advisors, LLC, she offers a fundamental analytical approach with diverse investment strategies and serves high-net-worth clients with a 0.50% AUM fee, distinguishing her through seasoned independence and a broad client service scope despite being based in nearby New Jersey.
Experience: 42 years
Avg account: $45,994,447
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Matthew S
Series 66
Doylestown, PA
LPL Financial
Matthew Silverhardt's expertise in wealth management, retirement plans for business owners, and college savings aligns well with the financial needs of Pennsylvania residents facing complex tax and planning decisions. His flat-fee structure, 22 years of experience, and affiliation with the large firm LPL Financial provide access to extensive resources and local market insights, distinguishing him from other advisors in the state.
Experience: 22 years
Avg account: $399,489
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Kristin M
Series 66
Mt Pleasant, SC
Primerica Advisors
Kristin Manna offers financial planning services with a flat-fee structure and experience in tax-loss harvesting and business exit strategies, which can be valuable for managing complex financial decisions. Although based in South Carolina, she is affiliated with Primerica Advisors, a large firm providing diverse brokerage and advisory services, which may offer broader resources compared to smaller local advisors in Pennsylvania.
Experience: 1 year
Avg account: $230,599
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Barbara B
Series 66
Conshohocken, PA
RBC Capital Markets
Barbara Brewer's 20 years of experience and Series 66 designation equip her to navigate Pennsylvania's complex tax and regulatory environment, essential for managing inheritance and retirement planning. Affiliated with RBC Capital Markets, a large firm offering flat-fee options and comprehensive wealth management services, she specializes in tax-loss harvesting and concentrated stock management, providing tailored strategies for high earners and those approaching retirement in Pennsylvania.
Experience: 20 years
Avg account: $1,017,425
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Keith E
CFP®
Pittsburgh, PA
Keith L. Eliou, CFP
Keith Eliou offers financial planning with a focus on retirement income strategy and Social Security optimization, which can be valuable for navigating Pennsylvania's unique tax and retirement account rules. Based in Pittsburgh, his firm uses an open-architecture investment approach and serves institutional accounts, differentiating him from others by combining legal expertise in elder law with financial advisory services, all billed at an hourly rate of $250.
Experience: 1 year
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