Financial Advisors in West Chester, Pennsylvania (Chester 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

Address - 850 Cassatt Rd, Berwyn, PA 19312 USA
For more than a decade, Positive Physicians Insurance Exchange has provided liability insurance for healthcare professionals. Operated by practicing physicians, as well as experts from all facets of the medical and insurance communities, we offer experienced insurance and risk management services to hundreds of medical speciality professionals in the states of Pennsylvania, New Jersey, Ohio and Delaware.... See More

GoalQueste is a fee-only wealth management firm. Our advisors provide clients with goal-based, comprehensive financial planning, portfolio management and ongoing feedback to help them achieve long-term financial security.

William Suplee, AIF, CASL, CFA, CFP, ChFC, MBA
We provide advanced financial planning services and investment advice for individuals, families, and small business owners who want to take control of their financial future. We believe that clients are looking for a long-term relationship with a competent financial planner and investment manager that they can trust. Clients deserve a financial advisor who always puts their interests first, who stays objective, and who doesn't depend on the product they sell for compensation. We are committed to helping clients gain and stay in control of their finances. Improving your state of mind is just as important as improving your income.Our "fee-only' approach allows us to deliver unbiased, personal, objective,ethical advice that eliminates conflicts of interests. ... See More

Vincent Barbera, CFP, MSFS
Newbridge Wealth Management is a private financial counseling firm located in Berwyn, PA. We serve as fiduciaries, acting in a professional capacity of competency and trust while delivering counsel to our clients. As a fee-only firm we do not receive sales commissions, precluding the inherent and well-documented conflict of interest in dispensing financial advice and selling financial product as one. We believe in a patient, disciplined approach to investment management that delivers value and peace of mind. We utilize a process-driven approach to financial planning that provides comfort and clarity to our client's long-term goals. And we strive to integrate the latest technology solutions to ensure the most efficient delivery of information to our clients. Our goal is to be your trusted partner as you travel from one phase of your life to the next. We want to understand what drives you and what solutions we can put in place to help you reach your goals. We believe in taking a systematic approach to this discovery process and there is no such thing as a small detail. @import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);... See More

Robert McCullough, CFP, CPA

Business Address: 9 W 3rd St, Media, PA, 19063, USA
We started this firm because we were not satisfied with the current landscape of the financial advisory business. We feel our industry is broken and in many instances unfairly takes advantage of people. The focus has always been on what is best for Wall Street. Instead we set out to shift the focus to YOU, where it belongs, by bringing real value to our clients and putting them in the best position possible to achieve financial success. We represent and work exclusively for our clients. You hire us directly. We are Fee-Only Financial Planners so we work exclusively for you and not for a brokerage or insurance company. We don't sell products and we're not commissioned salespeople who "represent" insurance or brokerage companies. This helps remove potential conflicts of interest and allows our clients to receive objective advice and guidance. We are passionate about what we do and the people that we serve. Since we spend a good amount of time in the office, we want it to be comfortable and have a relaxed atmosphere for both our clients and us. Unlike the typical Wall St. advisor, we value substance over flash - we dress casually, no cuff links or over the top offices designed to try and impress clients. Instead, we focus on bringing real value to their lives. We bring this value by running a solid company, reinvesting in technology, eliminating costly business practices or fluff (i.e. expensive bound reports, sporting event tickets, unproductive busy work) and focusing on planning techniques that bring results to our clients. To this end, we are able to offer first class planning and investment management at a lean reasonable price. We refuse to work for Wall Street. Instead, we work for individuals and families helping them navigate the often times confusing and complicated maze of personal finance. We help them make good financial decisions so they can achieve true financial success. We believe in the power of simplicity when it comes to financial products. We love to educate people about their personal finances so they are armed to make informed decisions whether they work with us or not.... See More

Kent Addis, BS
Addis & Hill partners with individuals and families experiencing a personally significant financial event such as retirement, company sale or payout, inheritance, death of a spouse, or real estate transaction. These clients always as similar questions such as “Will I run out of money?; How much can I spend?; and How do I protect my wealth from taxes and other risks?” ... 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

Patrick Runyen, CFP, CPA/PFS
As a Wealth Manager, Pat builds and implements financial life plans for his clients. He leverages his technical financial planning and consulting experience to assist clients with Investment Management, Cash Flow/Budgeting, Estate Planning, Insurance Counseling, Retirement Planning, Tax Planning and Charitable Giving in order to help them secure their financial future. Pat is a Certified Public Accountant, holds the Personal Financial Specialist designation, and is a Certified Financial Planner. He earned a B.S. in Finance from St. Joseph's University and an M.B.A. with an Accounting concentration from La Salle University. He lives in West Chester, Pennsylvania with his wife Ann and their sons Archie and Henry. In his spare time, Pat enjoys Exercising, Fly Fishing, and spending time at the beach in Ocean City, NJ.
Prior to joining Independence Advisors, he worked in both the Assurance and Tax Practices at PricewaterhouseCoopers LLP in their Philadelphia and Denver offices. While in the PwC Tax practice, Pat provided financial planning guidance to executives and employees of multiple Fortune 500 companies. Pat's experience also includes working at a fee-only wealth management firm in the Philadelphia area.... See More

Paul LaViola, CFP, ChFC, MSFS, MST
We work with individuals and families helping them make financial decisions so they can achieve true financial success. We believe in the power of simplicity when it comes to financial products, such as no load mutual funds, low cost, transparent and tax efficient portfolios.
We believe in growing your entire net worth, which includes helping you eliminate debt and come up with a cash flow plan so you do not live beyond your means. Too many Wall Street advisors only focus on managing your money so they can charge fees on the size of your portfolio. To avoid conflicts of interest we do not base our fee on the size of your portfolio, instead we charge a flat annual fee for our services.
Please visit our website www.myfoundationwealth.com to learn more about working with us. ... See More

Business Address: 2011 Renaissance Blvd, #102, King Of Prussia, PA, 19406, USA

FBO Services is independent and free of conflicts in providing financial, tax, and accounting advice and services.

Our approach to handling financial affairs enables one to organize and conduct one's personal business as professionally as one would conduct a commercial business. We have the staff, capabilities, and experience to accomplish your goals.... See More

All of your retirement needs can be effectively fulfilled by our Philadelphia financial planning advisors. We offer a retirement planning service aimed to suggest you the most effective ways to safeguard your financial resources and grow your wealth safely. Our priority is to provide our customers transparent and reliable information about the opportunities they have to plan their retirement and the risks connected to certain investment vehicles. Our long experience in the field allows us to understand our customers exigencies and guide you through a tailored and efficient retirement plan.... 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