Top financial advisors in Selinsgrove, 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.
If you're approaching retirement age in Selinsgrove, PA, you might be planning how to draw income from your savings without paying state income tax on it. A common mistake is not accounting for the timing and sources of your retirement income, which can affect your tax situation and cash flow.
- Retirement income sequencing. Ask how they plan withdrawals to keep your income tax-exempt after you reach eligible retirement age.
- Social Security timing. Confirm how they factor in when to start Social Security benefits to maximize your after-tax income.
- Investment drawdown strategy. Look for advisors who consider which accounts to tap first to maintain tax efficiency and portfolio longevity.
- State tax knowledge. Ensure they understand Pennsylvania's rules on retirement income to avoid unexpected tax bills.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Melissa D
Series 63, Series 65
Selinsgrove, PA
Edward Jones
Melissa Dayhoff Bratton specializes in retirement income strategy and has 21 years of experience, making her well-equipped to help manage tax-efficient retirement income sequencing in Selinsgrove, PA. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers a program fee up to 1.35% annually and serves clients including retirees and business owners, providing access to diverse advisory programs and a broad support network.
Experience: 21 years
Avg account: $246,728
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Peter S
CFP®, Series 63
Selinsgrove, PA
Integrity Alliance, LLC
Peter Stockett, a CFP® with 24 years of experience in Selinsgrove, PA, is well-equipped to assist with retirement income sequencing and tax-efficient withdrawal strategies. Affiliated with Integrity Alliance, a large firm serving diverse clients, he offers flat-fee financial planning and focuses on ESG investing and annuities, distinguishing him from others by combining seasoned expertise with a broad service network.
Experience: 24 years
Avg account: $454,036
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Thayer P
CFP®, CFA®, Series 63, Series 65, Series 66
Selinsgrove, PA
Prospera Financial Services, inc.
Thayer Potter's 27 years of experience and dual CFP® and CFA® designations equip him to manage retirement income sequencing and tax-efficient drawdown strategies in Selinsgrove, PA. Operating within Prospera Financial Services, a large firm managing $12.4 billion, he offers flat-fee financial planning and independent advice, distinguishing him from advisors with different fee structures or smaller firm resources.
Experience: 27 years
Avg account: $573,406
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Craig L
ChFC®, Series 63
Selinsgrove, PA
Aviso Wealth Management
Craig Lawler brings 44 years of experience and a ChFC® designation to retirement income planning in Selinsgrove, PA, with expertise in options and derivatives strategies that can enhance tax-efficient withdrawal sequencing. As part of Aviso Wealth Management, a nine-advisor firm managing $495 million, he offers flat-fee and AUM-based pricing, serving diverse clients including families and pension plans, which may provide broader financial planning perspectives compared to solo practitioners.
Experience: 44 years
Avg account: $640,520
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Donald I
Series 63
Selinsgrove, PA
Allegheny Investments
Donald Imler offers extensive experience in wealth management and retirement plans for business owners, making him well-suited to address retirement income sequencing and tax-efficient drawdown strategies in Selinsgrove, PA. His firm, Allegheny Investments, manages $634 million with a focus on diversified mutual fund portfolios, and he provides flexible fee options including flat and hourly rates, distinguishing him from advisors with more rigid fee structures.
Experience: 36 years
Avg account: $473,090
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