Top financial advisors in Reading, 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 planning your retirement income and want to ensure your withdrawals last through your lifetime. A common mistake is not accounting for how state tax exemptions on retirement income after eligible age can affect your cash flow.
- Withdrawal sequencing. Ask how they plan the order of your income sources to maximize tax benefits and sustain your funds.
- Longevity risk management. Confirm they consider how to adjust your income plan if you live longer than expected.
- State tax knowledge. Ensure they understand local rules, like retirement income exemptions, to avoid unexpected tax bills.
- Income flexibility. Discuss how they handle changes in your spending needs or unexpected expenses during retirement.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Terry M
Reading, PA
Dakota Wealth, LLC
Terry Morris in Reading, PA, offers expertise in retirement plans for business owners and active portfolio management, which can help optimize retirement income sequencing and tax strategies. His firm, Dakota Wealth, LLC, provides diversified investment portfolios and operates with a flat-fee, independent structure, distinguishing him from others by focusing on customized wealth management and alternative investments.
Experience: 5 years
Avg account: $1,767,375
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Anthony K
Series 63, Series 66
Reading, PA
Equitable Advisors
Anthony Kidron specializes in retirement income strategy and Social Security optimization, making him well-suited to address retirement income planning challenges in Reading, PA. With nine years of experience at Equitable Advisors, a large firm serving high-net-worth clients, he offers a hybrid advisory and brokerage approach with flexible fee structures ranging from 0.20% to 2.50% AUM fees and hourly planning fees, distinguishing him from advisors with different firm sizes or fee models.
Experience: 10 years
Avg account: $570,841
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Michael R
Reading, PA
Focus Partners Wealth, LLC
Michael Rowley in Reading, PA, offers expertise in retirement plans for business owners and active portfolio management, which can help optimize retirement income sequencing and longevity risk management. His firm, Focus Partners Wealth, LLC, uses a tax- and fee-sensitive investment approach and serves high-net-worth clients with flat-fee options, distinguishing him from others by combining personalized strategies with a large-firm resource base.
Experience: 20 years
Avg account: $2,557,933
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Tyler R
Series 63, Series 65
Reading, PA
Cambridge Investment Research Advisors
Tyler Reppert specializes in retirement income strategy and plans for business owners, making him well-suited to address retirement income sequencing and tax considerations in Reading, PA. With 14 years of experience at a large firm offering flat-fee and AUM-based pricing, he combines model-based and personalized investment approaches, serving a diverse client base including executives and retirees.
Experience: 15 years
Avg account: $378,281
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Jess Y
Series 63, Series 66
Reading, PA
LPL Financial
Jess Yourkavitch offers expertise in wealth management and retirement plans for business owners, making her well-suited to address retirement income planning in Reading, PA. With 16 years of experience at LPL Financial, a large firm providing both advisory and brokerage services, she offers flat-fee financial planning and has a background as a founder and retired professional, distinguishing her approach from others.
Experience: 17 years
Avg account: $399,489
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