We Have Listed The Top 10 Financial Advisors In Philadelphia To Help You Choose The Best Professional For Your Needs.
Edelman Financial Engines began decades ago on opposite coasts of the country, born from two firms with a similar goal – the democratization of financial planning and investment management. On the West Coast, Stanford University professor – and Nobel Prize-winning economist – William F. Sharpe believed investors deserved objective advice. He founded Financial Engines to give average investors access to sophisticated investment modeling and portfolio construction tools, which were only available to institutional investors at the time. On the East Coast, Ric Edelman, an independent financial planner, founded Edelman Financial Services with a mission to give Americans the education and advice needed to help build wealth and achieve their financial goals. Today we are one of America’s largest independent Registered Investment Advisors. Acclaimed financial planner Ric Edelman and his wife, Jean, founded Edelman Financial Services in the belief that everyone should have a trusted financial advocate. Ric shares his wisdom through his bestselling books and is widely quoted across financial media. Nobel laureate and Stanford University professor William F. Sharpe founded Financial Engines in 1996. The firm introduced one of the first retirement digital fintech platforms to give working people access to advanced portfolio management strategies. The two firms combined into Edelman Financial Engines, merging dedicated human relationships with patented financial technology to give individual investors access to advanced portfolio management and personalized financial strategies. We are an award-winning financial planning and investment management firm. Our experienced team of fee-only financial planners provides straightforward advice with your values and goals in mind.
Address: 2001 Market Street Suite 2500 Philadelphia, PA 19103
Phone: 215-608-9436
Website: https://www.libertyonewealth.com/
At Liberty One, we measure our success through our ability to help individuals and families achieve a secure financial future, while focusing on the personal goals and aspirations of each and every client. At Liberty One, we are fiduciaries acting in the best interest of our clients. Maintaining a high level of transparency and open communication enables us to maximize our effectiveness for each and every family or organization we work with. Bespoke financial planning helps put our clients in a position to reach their short and long-term goals. A sound investment strategy starts with a plan, and this robust financial plan is the foundation of the investment strategy. Effectively diversifying across asset classes enables our team to guide clients on the path to their goals as we aim to minimize return variability over the long term. Managing risk through active rebalancing empowers our clients to mitigate the level of overall risk within their investments. A rules-based strategy that’s incorporated for each client looks to take the emotion out of investing. Optimal portfolio construction minimizes the impact of taxes by investing tax-efficiently based on the account type. Taxable and tax-advantaged accounts invested appropriately can lead to incremental return differences that have a powerful compounding effect over the long run. Investing evokes emotion. In an ever-changing market, our hands-on approach provides the appropriate guardrails during years of great returns as well as the foresight to stay invested during times of opportunity. Our team’s enhanced focus on education empowers our clientele to cultivate an increased understanding of the financial markets.
Address: 230 S. Broad Street, 17th Floor C/O Industrious, Philadelphia, PA 19102
Phone: 215-545-4206
Despite growing up with parents who were financial planners, Rassler Financial owner, Shanley Rassler Campbell, didn’t always know she’d become one too. Her father and mother, Don and Elizabeth (BJ), started Rassler Associated Planning in the suburbs of Philadelphia in 1982. She grew up literally at the knees of a wealth of knowledge about the industry. After watching her parents work with a terrified widower after his wife had passed away suddenly, Shanley realized exactly what her parents did. As her parents helped the man through the process, they coached, they counseled, they advocated for someone in their most vulnerable state. At that moment, Shanley thought becoming a financial planner would be a good career choice for her. “I didn’t understand the relationship side of it until then,” she said. Relationships shape both Shanley and her firm, which she founded in 2005. She worked side-by-side with her mother for 15 years until BJ retired in 2020 (they swear they got along and actually enjoyed it). She counts her clients as friends. In 2015, Rassler expanded it’s team and today, Nicolette is an integral part of the day to day business and operations. Rassler Financial’s tailored investment approach and the opportunity to develop long term impactful relationships brought Nicolette to the company in 2018 and she quickly found a home. Nicolette is now a CFP® and a Rassler Financial Partner. Her skillset and integrity enhance Rassler Financial to help make it the company it is today. Rassler Financial has grown to serve hundreds of clients, who are mainly referred to them because of the track record of excellent work with clients for financial planning.
Address: 2400 Market Street, Suite 200 Philadelphia, PA 19103
Phone: 215-701-0606
Website: https://www.activatewealthllc.com/
Activate Wealth was specifically and intentionally constructed to deliver financial advice to high income working professionals. These professionals and families are typically in their late 20s to early 40s with household income greater than $150k. Our focus is to help you enjoy your life now and proactively prepare for the future. Your primary goal right now is NOT retirement, and that’s ok! Here are some of the things you can expect as a client of Activate Wealth: One of the biggest assets we covet as young professionals is TIME. When you work with Activate Wealth, you’re getting just that. Allow us to manage your financial checklist. Stop spending your time worrying about your finances and get busy living! After all, this is financial PLANNING. We will work together to create a goal and action oriented financial plan. This plan will allow us to hold each other accountable over time and is designed to evolve as you evolve. Your goals of today are not your goals of tomorrow. Activate Wealth is excited to help you navigate the inevitable changes you have ahead of you! When you hire Activate Wealth, you are hiring an accountability partner. As you know, it is easy to lose sight of your goals from time to time. We will work diligently to establish your goals and hold you to them over time. Think of us as your personal trainer… but for your money! As a fee only financial planning firm, our interests are directly aligned with yours. It is our job and requirement to do what is in YOUR best interest. We will steer you away from poor financial decisions and help you consider things that you hadn’t before.
Address: 1880 JFK Blvd. Suite 1600 Philadelphia, PA 19103
Phone: 215-399-9350
Website: https://mcadamfa.com/
At McAdam we believe that we have completely reinvented the concept of financial advice to help take you and your future to a whole new level. Unlike most advisors, we strive to go beyond the traditional focus on your personal and financial life. We also consider an additional, more important driver of your financial picture—your profession. With one of the largest financial networks in the country that includes hundreds of advisors, across four offices, our integrated platform of services, tools and experience helps put your financial picture into better focus. It isn’t just a small step forward in financial advice—it’s Financially Advanced McAdam’s Advanced Advisory Model™ is an intelligent advisory model that integrates all three areas of financial planning: the financial, the personal — and the professional. Each profession has its own unique patterns of career and financial inflection points. With our advanced knowledge and deep experience with professions and their challenges and opportunities, we help you make the most informed decisions at each step and strive to provide you with a whole new level of clarity and control.
As a business owner or executive, we know how busy you are. Along with these demanding and rewarding paths, you’re probably also navigating the changes in your personal lives such as buying a home, getting married and starting a family. We’re here to work with you to unearth and clarify what you want in life. Coordinating all aspects of your financial lives and collaborating with your tax and legal professionals so your personal financial planning, business planning and life planning is seamless. As fiduciary advisors, we always act in your best interests. We do not accept any commissions or kickbacks for any recommendations. We hold the CFA, CFP® and CEPA designations. Less than 3% of advisors hold both. Have you worked hard to get to where you are today? Do you feel that you’re doing all the right things, but not achieving as much as those around you? Have you had to move country or navigate a new financial landscape with no family or friends to guide you? Are you caught up in the daily grind of running a business or climbing the corporate ladder that you’re wondering whether you’ll ever achieve the “perfect life?” Are you looking for an educational partner, ready to make changes and implement the advice given to you? If you answered yes to most of these questions and feel that I value you and your experiences then there’s a high chance I work well with you. Our mission is twofold: We must educate and empower our clients to live fulfilled lives by identifying what is enough, building a plan that takes them in that direction and keeping them on track when they falter.
Address: 2400 Market St Suite 200, Philadelphia, PA 19103
Phone: 267-367-6077
Website: https://www.metanoiafinancial.com/
You’ve worked hard over the years. Now, you should be rewarded for it — not stressed over every financial decision. At Metanoia Financial, we give your investments the wise guidance and attention they deserve so you can enjoy your life. We act as your personal CFO so you don’t have to worry whether you’re making the right choices with your finances. With us on your team, you can spend less time stressing about money and more time with those you love. You won’t get passed around again. We keep it small so you can get the attention you deserve. Metanoia Financial promises you a Philadelphia financial advisor who knows what you want, and won’t sell you things you don’t need. We've been dedicated to helping individuals and families from coast to coast create real financial plans since 2010. True financial guidance has a way of helping bring clarity and order to all aspects of a person’s life. Sadly, big banks and Wall Street care a lot more about numbers than the people they serve. In 2010, we launched a new and better way to bringing financial wisdom into the lives of individuals, families, and the business community. That shift is the cornerstone of Metanoia — a Greek word that means “change of heart” or “transformation.” We’re all about putting you first so you can experience your own transformation — from stressing about financial decisions to enjoying the things that matter most. Are you ready for a change?
Address: 1479 N. Hermitage Road Hermitage, PA 16148
Phone: 877-745-1700
Website: https://www.jfswa.com/
Whether you face a priority-shifting milestone or slight bump in the road, having a committed companion that has the wealth management experience, expertise and resources to help you navigate the ups and downs frees you to confidently focus on what matters most. For over 30 years, we've been our clients’ first call as they encounter victories and setbacks, births and deaths, marriages and divorce, career changes and retirement, always dedicated to helping them achieve success, however they have defined it. The most effective financial strategies for building and preserving wealth, planning for retirement or securing your family’s legacy are developed around the goals and circumstances unique to your life. No matter where you envision going, we’re committed to being with you each step of the way, guided by our Lifetime Planning Continuum® approach. Whether you’re a business owner planning for succession or an organization leader designing a qualified plan for recruiting and retaining your industry’s best talent, our wealth advisors offer a comprehensive approach that provides you the guidance and resources to choose retirement benefit plans with the highest fiduciary standards. For institutions, we provide fi360 Uniform Fiduciary Standards of Care for investment portfolio stewardship. Our clients have minimal time to spend in determining which financial moves are the best to achieve their objectives. Having JFS on your side means you never have to break stride moving down the field to reach your vision of financial success.
Address: 1760 Market Street, Suite 904 Philadelphia, PA 19103
Phone: 215-735-9530
Website: https://hbkswealth.com/
We believe that to help you achieve your financial objectives, we have to know you well. To make a difference for you, we need to engage in thoughtful discussion of what your future might hold. That means talking about more than investments. It means looking at your financial condition holistically and presenting strategies that address your goals and aspirations—and staying engaged as your financial condition and goals evolve over the years. We are committed to working in your best interests, to applying the resources and expertise to address, understand and anticipate your challenges and objectives, to developing comprehensive solutions that put you in the best position to succeed in the way you define success. It’s one thing to create wealth, another to manage and protect wealth. We start with great people, experts in the financial disciplines that impact the accumulation, maintenance and distribution of wealth. And we support them with world-class resources. We seek first to understand you, your needs and objectives—then to develop the financial solutions that accommodate your goals, provide for your future and enable your dreams to become reality. We believe successful wealth management is rooted in intelligent planning. We are our clients’ trusted and experienced advisors, with intimate knowledge of our clients’ and their families’ complex, comprehensive finances. We know that a disparate network of advisors—each familiar with only a segment of the family’s overall financial condition and with a limited perspective—cannot manage wealth effectively. We are dedicated to the principle of independence. We do not offer, promote or accept agreements to sell proprietary services or products. We are driven and rewarded only by what is in our clients’ best interests. We are committed to consult and collaborate with our clients, to understand each client’s unique needs and develop holistic solutions based on a panoramic view of the client’s financial landscape. We are financial experts with skills refined over decades of work with affluent families. We have the experience and insight to ask the right questions and generate a financial plan to grow and protect wealth.
Address: 1800 JFK Boulevard Suite 300 Philadelphia, PA 19103
Phone: 215-399-9389
Website: https://www.twinvestmentgroup.com/
Welcome to Tundidor Wealth and Investment Group, an office of Cetera Financial Advisors. We are a full-service Independent Financial Planning practice focusing on Retirement, Investment Management, Income Spend-Down Strategies, Wealth Management, Tax Planning and Estate Planning through our open architecture and unbiased approach. We give our clients the familiarity of a large national brand while providing the flexibility and intimacy of a local boutique firm. Our mission is to help clients grow and protect their wealth while having a one-on-one long-term relationship through retirement and the passing of any assets to future generations. We focus on pre-retirees/retirees, high net worth investors, and business owners. Independent Financial Planning firm: We do not work for a major money manager, bank or captive brokerage firm. We only work for you. Personalized One-on-One Relationship: Our clients receive individual Financial Planning and Advice that caters to their specific needs and not a standard "Cookie Cutter" plan. They also find comfort in knowing that they can contact and meet with us directly and not a 1-800 number. Ultimately, we give our clients the familiarity of a large national brand while providing the flexibility and intimacy of a local boutique firm. Unbiased And Independent: There are many financial firms that favor their own proprietary investments and strategies. We believe in recommending investments and services that are best for our clients regardless of the company they are from. Because our firm is truly independent, we formulate our clients' financial plans and recommendations catered specifically to them without the bias that can result from having proprietary products and services. Our clients appreciate not being exposed to this potential conflict of interest. Clients want a trusted advisor that sits on the same side of the table as they do. Fiduciary Responsibility: Briefly means that we are legally obligated to put the clients’ best interests first for advisory clients and most retirement accounts.