Top financial 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.
Choosing the right financial advisor in Pennsylvania means focusing on whether they can handle your specific financial needs, not just picking from a large list. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't work with your particular situation.
- Match on the actual work. Ask what the advisor does day-to-day. An advisor experienced with retirement income might not be the best fit if you need help with business succession or estate planning.
- Fee model fit. Advisors may charge flat fees, hourly rates, or a percentage of assets managed. Understand how they get paid to see if it aligns with your preferences.
- Tax planning frame. Since retirement income is generally exempt from state income tax after eligible age in Pennsylvania, confirm the advisor focuses on relevant federal and other tax considerations.
- Continuity risk. If the advisor works solo, ask about their plan if they retire or leave. In a team, find out who else would manage your account if your main contact is unavailable.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Matthew S
Series 66
Doylestown, PA
LPL Financial
Matthew Silverhardt's expertise in wealth management and retirement plans for business owners makes him well-suited for clients seeking financial advice in Pennsylvania. His flat-fee structure and affiliation with the large firm LPL Financial, combined with over two decades of industry experience and a background as a founder and business owner, distinguish him from other advisors in the region.
Experience: 22 years
Avg account: $399,489
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Barbara B
Series 66
Conshohocken, PA
RBC Capital Markets
Barbara Brewer's 20 years of experience and expertise in tax-loss harvesting, ESG investing, and concentrated stock management make her well-suited for financial advising in Pennsylvania. Working at RBC Capital Markets, a large firm offering flat-fee options and comprehensive wealth management services, she caters to executives, founders, and those approaching retirement, providing tailored strategies through both in-house and third-party resources.
Experience: 20 years
Avg account: $1,017,425
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Keith E
CFP®
Pittsburgh, PA
Keith L. Eliou, CFP
This advisor is equipped to assist with retirement income strategies and Social Security optimization, which are key for managing finances in Pennsylvania. Located in Pittsburgh, he offers hourly financial planning fees and brings a unique blend of legal expertise in elder law and real estate, setting him apart from others who may focus solely on investment management or traditional financial planning.
Experience: 2 years
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Jacob S
Series 65
King of Prussia, PA
Ethos Financial Group, LLC
Jacob Stull is equipped to assist with financial needs in Pennsylvania through his expertise in tax-loss harvesting, active portfolio management, and alternative investments, supported by five years of industry experience and a Series 65 designation. His firm, Ethos Financial Group, offers flat-fee and negotiable consulting fees, focusing on diversified, risk-conscious portfolios and serving a range of clients including high-net-worth individuals and trusts, which may differ from advisors with standard asset-based fees or narrower client focuses.
Experience: 5 years
Avg account: $969,154
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Edward K
ChFC®, Series 63, Series 65
Doylestown, PA
Kohlhepp Investment Advisors, Ltd.
Edward Kohlhepp specializes in general retirement planning and retirement income strategy, making him well-suited for clients seeking financial advisors in Pennsylvania focused on retirement needs. As the founder and CEO of Kohlhepp Investment Advisors, Ltd., he brings 57 years of experience and offers hourly fees up to $450 for financial analysis, serving both individual and high-net-worth clients with personalized portfolio management and a blend of fundamental and technical investment approaches.
Experience: 57 years
Avg account: $1,009,440
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