Financial Advisors in Pottstown, Pennsylvania (Montgomery County)

Timothy Caban, CFP, EA
Copper Beech Advisors provides holistic financial planning to help simplify all the pieces of your financial life. We work to understand your values, and then align your financial life toward achieving your goals. Portfolio Analysis / Net Worth Spending Plan / Cash FlowTax PlanningTax PreparationRetirement PlanningInvestment Strategy & ImplementationInsurance Coverage and NeedsEstate Planning: Will & Health Care Power of AttorneyAsset Allocation & Investment PlanningGoal SettingWe are strict fee-only planners. We receive no commissions or payments for any decisions you choose to make. One flat annual fee covers all of the meetings, conversations, research and analysis that is necessary to develop your personal financial plan. Please visit our website to learn more about our approach to financial planning and the services that Copper Beech Advisors provides. ... See More

Jeremy Brenn, CFP, MBA
Since 2007, Sensenig Capital has been a trusted advisor for small businesses and individuals in the Philadelphia and Mid-Atlantic region and throughout the U.S. Our firm is wholly focused on delivering a proactive and personalized experience with a single mission - to provide clients with peace of mind through smart financial decisions. Today, Sensenig Capital proudly serves many families and small businesses in the Philadelphia and Mid-Atlantic region, and around the country. We provide the intimacy of a small boutique, backed by the resources and security of a large financial services organization.... See More

Robert McCullough, CFP, CPA

Jeff Broadhurst is a Philadelphia, PA Fee-Only Financial Planner serving the eastern PA area. Broadhurst Financial Advisors, Inc. specializes in comprehensive wealth management, estate planning, tax planning and retirement planning. Jeffrey Broadhurst is a NAPFA-Registered Financial Advisor, a CHARTERED FINANCIAL ANALYST (CFA) Professional, and a CERTIFIED FINANCIAL PLANNER™ (CFP) Professional.

We help business owners and senior-level executives identify their current financial situation and address their unique challenges. Using a client-centered, consultative process, we work with a team of experts to design customized solutions. This is an ongoing process we call "Wealth Management". We only work with clients for whom we can have a tremendous impact. A typical client would have at least $1m net investable assets. Call us at if you would like to schedule a Discovery Meeting to explore if we might be the right firm to help you.... See More

William Heidig, BS, CFP, MBA
We prepare for and focus on the need, wants and desires of our Clients, for they want to suceed in life and in their finances.

Thomas Smedile, CPA/PFS, MST
We are a Registered Investment Advisory firm specializing in providing financial and investment counseling services to individuals. For over 25 years, we have worked solely for the benefit of our clients, assisting them in establishing financial goals and strategies, while managing their investments in accordance with their objectives.
" All we sell is peace of mind" ... See More

William Aquila, CFP

Glenn Meyer, BS, CFP, ChFC, CLU, CPA/PFS, MS
GDM ADVISORY GROUP, LTD. was established in 1993 by Glenn D. Meyer, CPA/PFS, CFP, ChFC, CLU. Glenn’s business values were established while gaining valuable experience at a privately held financial planning firm in Atlanta, Georgia. Prior to GDM’s formation, Glenn was the Director of Personal Financial Planning at Ernst & Young and KPMG, both in Philadelphia. This distinctive background provides Glenn the ability to offer small firm service with large firm expertise. Most of the firm's clients are executives of publicly owned companies, owners of successful businesses, or professionals. They may be in the process of accumulating capital or may have already acquired wealth and seek aid in evaluating alternative financial, investment, and risk management/estate planning opportunities. Our clients are located nationwide. Currently, GDM serves clients in Pennsylvania, New Jersey, New York, California, Texas, Arizona and Florida.... See More

Services include: Fee-only financial planning; Fiduciary objectivity; Hourly, project or asset management engagements. Member of AICPA, PICPA, National Association of Personal Financial Advisors.

Financial planning in Allentown, PA 18104.

Founded in 1990, Roffman Miller Associates is a wealth management firm headquartered in Philadelphia, PA. We manage both individual and corporate clients, encompassing brokerage, retirement and trust accounts. Our investment focus centers around individual stocks and individual bonds. Complementary portfolio reviews are available upon request.... See More

My practice is a financial and tax planning firm, providing �fee only� financial services for individuals. I offer carefully determined and ethical financial and tax advice to help clients achieve their financial goals.

�Fee only� means that my compensation is based only on the services I provide. I have no financial stake of any kind in the investment recommendations I make to my clients, meaning no commissions are ever received and no products are ever sold. Such a compensation system allows me to be completely objective. Thus, I make decisions and recommendations only with the client�s best interests in mind.

I earned a Bachelors Degree in accounting from Rutgers University and hold the designations of Certified Public Accountant (CPA), Certified Financial Planner (CFP®) and Certified Divorce Finanacial Analyst (CDFA). I have more than 25 years of industry experience in taxes and accounting, having worked in public accounting and for Fortune 500 companies throughout my career. I am a member of the PSPA (Pennsylvania Society of Public Accountants. I frequently participate in seminars and conferences for professional development. I live with my wife Karen and our two Jack Russel Terriers, (Tucker and Daisy) in Bethlehem, PA.

Using a holistic approach, I carefully work with a client�s total financial situation, including tax planning and preparation, investment planning, insurance planning, cash flow analysis, retirement planning, coaching and goal setting. This approach helps me properly assess a client�s total financial situation, as well as, develop a plan with a client�s specific goals in mind.

Clients typically prefer an unbiased advisor, a trusted guide, who will educate them and integrate their goals into their financial situation, on a personalized basis, to minimize their taxes, build resources and give them financial peace of mind. Additionally, clients who are committed to building their financial future want and need someone who will assess where they are at financially, develop a sensible and achievable financial plan, then guide them every step of the way to fulfilling their financial goals. I am committed to serving my clients while meeting these expectations.... See More

Timothy Decker, AIF
ISI Financial Group is an independent, Fee-Only Registered Investment Advisor. As a Registered Investment Advisor, we are a fiduciary and have a legal responsibility to act in our clients’ best interests. As a member of NAPFA, we are bound to a written fiduciary oath to always represent our clients’ best interests in all we do. We receive no commissions and we never accept compensation from anyone other than our clients. We provide objective financial planning that best fits a client’s needs without conflicting financial incentives slanting any advice.Our services include comprehensive financial planning, retirement planning, and wealth management services for individuals and institutional clients. We also provide complete analysis and management of company retirement plans including 401(k) plans, 403(b) plans, and non-profit organizations.Our comprehensive financial planning process may also include detailed guidance in the areas of estate planning, risk management (insurance), tax reduction strategies, education funding, and future cash flow needs during retirement. We utilize the same time-tested strategies used and endorsed by some of the brightest academics from the University of Chicago, Yale, and Dartmouth, as well as numerous Nobel Prize winners in Economics. Unlike most of the “hype and hope” marketed by many advisors and Wall Street firms, our strategies and processes rely on financial science, not speculation and excessive risk taking. We utilize and take advantage of Dimensional Fund Advisors’ institutional asset class funds, as well as Vanguard, Fidelity, and ETFs when most appropriate.... See More

Rick Rodgers, CFP, CRC, CRPC
The financial advisers at Rodgers & Associates specialize in providing confidential financial services and advice to meet the needs of individuals who are retired or about to retire. The needs of this group are complex and require the knowledge of highly informed financial advisors. Our financial advisors must be trained in all facets of retirement planning including tax planning, estate planning, long-term & health care, retirement plan distributions and asset management and will maintain that knowledge through continuing education and study. We pledge to develop tax efficient financial strategies that will help ensure that our clients' standard of living is maintained through retirement.Rodgers & Associates is a Fee-Only Registered Investment Adviser. As a RIA we are, by law, fiduciaries for our clients. This means that we must act in our clients best interest at all times. We are not registered representatives of any broker/dealer. We do not accept any compensation from the producer or distributor of any financial products. Our compensation is from fees paid to us by our clients. This type of compensation reduces the possibility of any conflict between our interests and those of our clients.... See More

Thaddeus Toal, CFP
As you search for caretakers of your wealth, you need someone that devotes the time to understand your most closely held goals, values, and relationships. The stewardship of your resources can only be expertly executed by a firm that has a clear grasp of what it is you would like to accomplish with your financial wealth, your societal influence, and your legacy.
You have found a firm with a family culture that prioritizes your best interests above everything else. Welcome to Rockwood, where we serve a limited number of clients by design to ensure you will have a strong personal relationship with thoughtful and attentive advisors who understand exactly what you seek.... See More