Best Financial Advisors in Lower Merion, PA

The highest-rated Financial Planning & Wealth Management companies out of 153 vetted & reviewed in the Lower Merion area.

PTM Wealth Management

PTM Wealth Management

(18)
  • Retirement
  • Team
  • Questions
“As I was starting to navigate the complexities of my retirement planning, my wife and I quickly realized that we would benefit from working with an experienced professional fiduciary financial advisor to develop a financial plan to meet our goals.”
In Business Since 2011
Serving Lower Merion Area
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Stafford Paulsworth McGowan

Stafford Paulsworth McGowan

Businesses, Expatriate Consulting, Individuals
“Stafford Paulsworth McGowan has served many individuals, executives and small businesses worldwide with informed tax preparation and hands-on support.”
Free Initial Consultation
In Business Since 1995
Serving Lower Merion Area
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Rockwood Wealth Management

Rockwood Wealth Management

(1)
“Really cares about clients top notch.”
CFP Certified
In Business Since 2008
Serving Lower Merion Area
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Penn Wealth Planning

Penn Wealth Planning

“Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance re...”
Transparent Fees & Pricing
In Business Since 2005
Serving Lower Merion Area
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Encompass Wealth & Legacy Planning

Encompass Wealth & Legacy Planning

“Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstan...”
Remote Consultations Available
Offers Financing Options
In Business Since 2022
Serving Lower Merion Area
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Steven J. Fromm & Associates

Steven J. Fromm & Associates

(50)
Tax Consulting For Businesses, Tax Help For Non-Filers, Expert Witness in Tax Matters
“It was immensely helpful and, more than anything, a breath of fresh air in a situation where it's like pulling teeth to get info from anyone, much less assistance.”
Licensed
Accepts All Major Credit Cards
In Business Since 1984
Family Business
1420 Walnut St #300, Philadelphia, PA
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Parker Financial Services

Parker Financial Services

(48)
Business Services, Tax Services, Services For Individuals
“Parker actually made it happen I had my Llc set up within 30 min what a great company and excellent customer service this is my guy for everything tax related in pa from now on thx again guys”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2014
Free Initial Consultation
6703 Germantown Ave suite 220, Philadelphia, PA
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McAdam Financial

McAdam Financial

(50)
  • Happy
  • Confident
  • Goals
“Mc Adam Financially Advanced has offered us the most cutting edge, expertise planning we have had in our lives Our advisor, Mr Derek Stavarski, is extremely professional, articulate, trustworthy and educated in financial consulting.”
In Business Since 2014
1880 John F Kennedy Blvd #1600, Philadelphia, PA
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Retire Ready Financial Group

Retire Ready Financial Group

(50)
Tax Planning, Retirement Planning, Investment Management
“On our two zoom meetings, Jim has spent close to 2 hours going over my financial health and coming up with projected income and the best way to take withdrawals while minimizing taxes.”
In Business Since 2021
Serving Lower Merion Area
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Worry Free Tax & Financial Solutions

Worry Free Tax & Financial Solutions

(50)
Consulting Services, Tax Planning and Strategies, Tax Representation
“After having been with a CPA for 15 years and what I considered being a loyal customer, it was during a critical situation that I needed their time to consult with me.”
Transparent Fees & Pricing
In Business Since 2015
Serving Lower Merion Area
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Leone & Associates

Leone & Associates

(50)
Tax Planning, Outsourced Accounting, Tax Preparation
“Sal manages to thoroughly and skillfully tackle each of my tax / general accounting concerns one by one, rarely requiring any additional follow-through on my end.”
In Business Since 2021
Serving Lower Merion Area
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Dan White & Associates

Dan White & Associates

(48)
  • Information
  • Plan
  • Team
“And you know what his team answers the phone no pushing thru all the ridiculous questions and pushing buttons to find out you're not at the right place.”
Free Initial Consultation
In Business Since 2008
Serving Lower Merion Area
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Tristate Financial Advisors

Tristate Financial Advisors

(38)
  • Tax
  • Company
  • Strategies
“I really recommend Tristate Financial Advisors, specifically the advisor I spoke with Nicholas Wolanski, to anyone seeking professional financial advice.”
Accepts All Major Credit Cards
Free Initial Consultation
In Business Since 2019
100 S Broad St Suite 1801, Philadelphia, PA
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USA Tax Service

USA Tax Service

(30)
Business Services, Tax Services, Services For Individuals
“Shaun and his team are always timely, respectful, friendly and, although my business is small, treat me as though I'm as important as any larger client.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 2003
Offers Financing Options
6234 Ridge Ave, Philadelphia, PA
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Jumping Jack Taxes - Philadelphia Location

Jumping Jack Taxes - Philadelphia Location

(48)
  • App
  • Season
  • Patient
“Jumping jack tax is very helpful I file every year and they are more convenient ever time I file if your looking for patience and good communication I suggest them.”
Free Initial Consultation
In Business Since 2017
3877 Dungan St, Philadelphia, PA
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Isakov Planning Group

Isakov Planning Group

(45)
Business Financial Services, Life Insurance Services, Individual Financial Planning Services
“You don't have to be rich to have a financial advisor - in fact the best way to grow your wealth is with a financial advisor, so no investor is too small for Eugene.”
15+ Years Experience
Serving Lower Merion Area
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SD Associates

SD Associates

(50)
  • Knowledge
  • Communication
  • Financial
“Howard Siegal and his entire SD team have been instrumental in the growth and success of my law firm, real estate investments and personal financial security.”
Free Initial Consultation
In Business Since 2004
Serving Lower Merion Area
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Crash Proof Retirement

Crash Proof Retirement

(42)
  • Vehicles
  • Market
  • Educational
“He even allowed me to add my own notes to his diagrams (I took pictures) and gave me time to restate the basic principles to make sure I understood everything.”
Licensed
In Business Since 2008
Serving Lower Merion Area
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Fortune Management Philadelphia

Fortune Management Philadelphia

(36)
  • Teaching
  • Practice
  • Dental
“They teach you the importance of not only understanding your own strengths and weaknesses but also how to master inner office communication that can be applied not only professionally but also personally.”
In Business Since 2000
1650 Market St suite 3600, Philadelphia, PA
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Your Fresh Start Solutions

Your Fresh Start Solutions

(15)
Industries, Tax Services, Business Services
“I have know Chris for almost 10 years, and the things I have always been able to count on him for is being reliable, creative, and a very hard worker that never gives up.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2019
Free Initial Consultation
602 Benson St, Camden, NJ
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Sherwin Forde, Financial Advisor

Sherwin Forde, Financial Advisor

(36)
  • Strategies
  • Understanding
  • Budget
“" What's even better is that he educates and shows you that just because you're within the working class, doesn't mean that you can't invest or create different streams of income!”
In Business Since 2021
Serving Lower Merion Area
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Jane Coralluzzo

Jane Coralluzzo

(24)
  • Tax Returns
  • Questions
“The first was around stock I received as part of compensation that had been reported inaccurately when I left the company and moved my assets to another broker - I was audited and Nick saved me from large and inaccurate tax bill.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2020
Free Initial Consultation
Serving Lower Merion Area
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Brian C Goodman & Associates

Brian C Goodman & Associates

(20)
Business Services, Quickbooks, Services For Individuals
“The care and effort they put forth is Outstanding, Especially in Today's business world.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2006
Serving Lower Merion Area
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Strategic Tax & Advisory Services

Strategic Tax & Advisory Services

(37)
Business Consulting, Financial Statements, Bookkeeping & Payroll Services
“Jarrod is an amazing account he not only provided excellent service he went through my old returns and showed me mistakes my previous accountant made that could've become a real problem for me.”
In Business Since 2018
Serving Lower Merion Area
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Retirement Planning and Investment Management Services in Lower Merion, PA Cost Estimates

Minimum cost
$1066
Maximum cost
$9056
National Average
$3196
Avg Per Hour Rates
$320
$2131
$5860
Average price range is based on 317 cost profiles
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Average Cost $3196
Minimum cost $1066
Maximum cost $9056
Avg Per Hour Rates $320

Average range $2131 to $5860 is based on 317 cost profiles.

Why these companies made our list

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