If you’re looking for the best financial advisors in Pennsylvania, you’re in the right place. We’ve gathered detailed information on some of the top firms and advisors across the state to help you make an informed decision. From investment management to retirement planning, these professionals offer a wide range of services tailored to meet your financial needs. Here’s a comprehensive guide to some of the best financial advisors in Pennsylvania.
1. Fragasso Financial Advisors
Located in Pittsburgh, Fragasso Financial Advisors is well-known for its comprehensive financial planning services and dedicated team. The firm manages over $1.1 billion in assets and offers a client-focused approach with services including pension consulting and wealth management.
-Contact Information:
- Address: 610 Smithfield Street, Suite 400, Pittsburgh, PA 15222
- Phone: 412-227-3200
- Email: bluewater-management@gmail.com, bluewater-asset@gmail.com
- Website: Fragasso Financial Advisors
Reviews: Clients appreciate the personalized service and expertise of the advisors. One reviewer mentioned, “Fragasso has been instrumental in helping us achieve our financial goals with tailored investment strategies.”
2. Matune Basile Financial Advisors
Matune Basile Advisors operates as an Independent Registered Investment Advisory firm based in Hermitage. They focus on investment management and financial planning, with a commitment to acting in the best interests of their clients.
Contact Information:
-- Address: 295 N Kerrwood Dr, Hermitage, PA 16148
- Phone: 724-301-1209
- Email: [email protected]
- Website: Matune Basile Financial Advisors
Reviews: Clients have praised the firm for its fiduciary approach and extensive experience. One client shared, “Their team is knowledgeable and dedicated to providing top-notch service.”
3. MRK Wealth Advisors
MRK Wealth Advisors, based in Doylestown, offers fee-only financial planning services. The firm is affiliated with Summit Financial and provides a wide range of services including pension planning and investment management.
Contact Information:
- Address: 68 East Court Street, Doylestown, PA 18901
- Phone: 484-214-6600
- Email: info@mrkwealthadvisors.com
- Website: MRK Wealth Advisors
Reviews: One reviewer highlighted, “MRK Wealth Advisors helped us navigate complex financial decisions with clarity and confidence.”
4. Vanguard Personal Advisor Services
Vanguard Personal Advisor Services offers comprehensive financial planning with a focus on retirement and education funding. The advisors at Vanguard work closely with clients to create personalized plans that align with their financial goals.
-Contact Information:
- Address: 100 Vanguard Blvd, Malvern, PA 19355
- Phone: 800-211-7806
- Website: Vanguard Personal Advisor Services
Reviews: Clients appreciate the low-cost, high-quality advice provided by Vanguard. One client noted, “Vanguard’s advisors are knowledgeable and always available to answer our questions.”
5. Diamond State Financial Group
Diamond State Financial Group, located in Newark, DE, provides financial planning and investment management services to clients in Pennsylvania. They are known for their client-centered approach and extensive experience in the financial industry.
-Contact Information:
- Address: 121 Continental Drive, Suite 110, Newark, DE 19713
- Phone: Not disclosed
- Website: Diamond State Financial Group
Reviews: One client shared, “The advisors at Diamond State are thorough and attentive, ensuring all our financial needs are met.”
6. MERIT Investment Management
Based in West Chester, MERIT Investment Management provides a full range of financial services including investment management, retirement planning, and estate planning. The firm prides itself on its fiduciary responsibility to clients.
Contact Information:
- Address: 2 West Market Street, Suite 100, West Chester, PA 19375
- Phone: 484-473-8413
- Website: MERIT Investment Management
Reviews: Clients have expressed high satisfaction with MERIT’s comprehensive approach. One reviewer mentioned, “MERIT’s team is proactive and always available to provide expert advice.”
7. Tower Bridge Advisors
Tower Bridge Advisors, located in West Conshohocken, offers investment management services with a focus on equity and fixed income portfolios. The firm is known for its commitment to research and client service.
Contact Information:
- Address: 300 Barr Harbor Drive, Suite 705, West Conshohocken, PA 19428
- Phone: 610-260-2222
- Website: Tower Bridge Advisors
Reviews: Clients appreciate the firm’s experienced professionals and personalized service. One client said, “Tower Bridge Advisors has significantly improved our investment strategy.”
Summary Table
Here’s a quick reference table for the top financial advisors in Pennsylvania, formatted for easy viewing.
| Firm Name | Contact Information | Services Provided | Client Reviews |
|---|---|---|---|
| Fragasso Financial Advisors | 610 Smithfield Street, Suite 400, Pittsburgh, PA 15222 | Financial planning, Pension consulting, Wealth management | “Instrumental in achieving our financial goals.” |
| Matune Basile Financial Advisors | 295 N Kerrwood Dr, Hermitage, PA 16148 | Investment management, Financial planning | “Knowledgeable and dedicated to top-notch service.” |
| MRK Wealth Advisors | 68 East Court Street, Doylestown, PA 18901 | Financial planning, Pension planning, Investment management | “Clarity and confidence in financial decisions.” |
| Vanguard Personal Advisor Services | 100 Vanguard Blvd, Malvern, PA 19355 | Retirement planning, Education funding | “Low-cost, high-quality advice.” |
| Diamond State Financial Group | 121 Continental Drive, Suite 110, Newark, DE 19713 | Financial planning, Investment management | “Thorough and attentive service.” |
| MERIT Investment Management | 2 West Market Street, Suite 100, West Chester, PA 19375 | Investment management, Retirement planning, Estate planning | “Proactive and expert advice.” |
| Tower Bridge Advisors | 300 Barr Harbor Drive, Suite 705, West Conshohocken, PA 19428 | Investment management, Equity and fixed income portfolios | “Improved our investment strategy significantly.” |
This list of financial advisors represents some of the best in Pennsylvania, offering a variety of services to help you manage your finances effectively. Whether you’re looking for investment management, retirement planning, or comprehensive financial planning, these firms are well-equipped to meet your needs.