Best Financial Advisors near Lower Merion, PA

There are no firms listed in Lower Merion itself yet; the 15 below are the closest options, from towns including Philadelphia (7, 8 mi), Blue Bell (2, 8 mi) and Ardmore (1, 2 mi).

5 open weekends · 14 rated 4.5+ · 2 show a license

Data verified October 26, 2026

McAdam Financial

McAdam Financial

4.8 50 reviews
“Not only does he provide us with a great education, we have full confidence in Mc Adams team to manage our future!”
Free consultationSince 2014
Philadelphia, PA · 8 mi from Lower Merion
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Worry Free Tax & Financial Solutions

Worry Free Tax & Financial Solutions

5.0 50 reviews
“It was a pleasure dealing with WFTFS and if my tax situation ever gets complicated again I would certainly seek them out for a repeat engagement.”
Virtual consultationsServes United States, abroadSince 2015
Ardmore, PA · 2 mi from Lower Merion
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Book onlineBook
Retire Ready Financial Group

Retire Ready Financial Group

5.0 49 reviews
“He prepared a detailed complimentary outline of my present situation and where I might want to enhance it moving forward.”
Free consultationNPN #2083768Since 2021
Radnor, PA · 5 mi from Lower Merion
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USA Tax Service

USA Tax Service

4.9 30 reviews
“Shaun and his team employ due diligence, professionalism are friendly and easy to work with, all the ingredients needed for me to keep coming back each tax season.”
Since 2000FinancingPrices online
Philadelphia, PA · 8 mi from Lower Merion
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Jumping Jack Taxes - Philadelphia Location

Jumping Jack Taxes - Philadelphia Location

4.8 48 reviews
“I was also given advice on how to better manage my tax expenses for future references, as they have demonstrated that they want to see everyone win and their clients satisfied.”
Virtual consultationsFree consultationSince 2017
Philadelphia, PA · 8 mi from Lower Merion
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Tristate Financial Advisors

Tristate Financial Advisors

4.9 36 reviews
“I highly recommend TFA to anyone interested in comprehensive financial planning and assistance with financial matters.”
Free consultationSince 2019
Philadelphia, PA · 8 mi from Lower Merion
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The 15 firms listed for Lower Merion, PA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Lower Merion, PA

The 15 firms on this page are rated from 4.4 to 5.0 across 1,524 reviews; 6 have 50 or more reviews and 14 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (72%) and quality (68%). The topics that come up most in reviews of the firms on this page are "communication", "knowledge" and "trust". 5 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are business services (2), services for individuals (2) and tax services (2). 2 show a license on their websites and 1 has a BBB rating of A or A+. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 2 offer payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 13 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Lower Merion take financial planning bookings online?

4 of the 15 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Strategic Tax & Advisory Services

Strategic Tax & Advisory Services

5.0 49 reviews
“I highly recommend him to anyone who is looking for a reputable tax professional.”
Since 2018
Media, PA · 9 mi from Lower Merion
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Crash Proof Retirement

Crash Proof Retirement

4.4 41 reviews
“I feel that my nest egg is safe, secure, and well-handled by agents with my interests in mind.”
LicensedSince 2008
King of Prussia, PA · 5 mi from Lower Merion
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Sherwin Forde, Financial Advisor

Sherwin Forde, Financial Advisor

5.0 39 reviews
“He is always honest and building trust between him and me as a client is a high priority.”
Since 2021
Blue Bell, PA · 8 mi from Lower Merion
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AJ Moore Consulting Corp

AJ Moore Consulting Corp

4.8 13 reviews
“I've been going to her for 5 years and she always gets you more bang for your buck and never steers you wrong .”
Free consultationSince 2011FinancingPrices online
Philadelphia, PA · 8 mi from Lower Merion
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Robbins Insurance & Financial Services

Robbins Insurance & Financial Services

5.0 29 reviews
“I received the 5star treatment without having a prior relationship with my rep, Dave Robbins.”
Replies within 1 business dayServes PA, NJ +5Since 2016Locally owned
Willow Grove, PA · 12 mi from Lower Merion
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Blue Bell Private Wealth Management

Blue Bell Private Wealth Management

5.0 27 reviews
“We also spoke with other BBPWM investors who shared their good experiences working with the team and in increasing their wealth.”
4 attorneys20+ years
Blue Bell, PA · 8 mi from Lower Merion
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Liberty One Wealth Advisors

Liberty One Wealth Advisors

5.0 20 reviews
“Guilian and I spoke for about an hour as he helped me navigate some very specific questions about my financial plan and long term goals.”
Since 2021
Philadelphia, PA · 8 mi from Lower Merion
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Sage Financial Group

Sage Financial Group

700+ families servedSince 1989BBB A+
Conshohocken, PA · 3 mi from Lower Merion
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Zenith Wealth Partners

Zenith Wealth Partners

5.0 16 reviews
“Their personalized approach to cash flow management and investing has empowered me to make smarter decisions, leading to enhanced profitability and a secure financial future.”
Since 2020
Philadelphia, PA · 8 mi from Lower Merion
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HomeWealth Management AdvisorsPennsylvaniaLower Merion, PA

Why these companies made our list

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