Although investors can choose from a seemingly infinite sea of candidates when it comes to finding a financial advisor to steer their financial futures, deciding which one is “the right fit” can be a challenge. The following individuals have spent their careers maintaining, protecting and cultivating their clients’ assets, with all of them sharing a common goal: to provide knowledgeable, honest guidance in helping each client attain his or her financial goals. Whether it be a worry-free retirement, the ability to fund a legacy for future generations or simply the comfort of having peace of mind in a time marked by uncertainty.
2017 FINANCIAL PROFESSIONALS RESOURCE GUIDE
Christy Barilotti
Barilotti Wealth Strategies LLC
Philadelphia
(215) 964-9863
Drew D. Barlow, Kirk Hasen, Brian J. McKeon
Penn Management Group at UBS Financial Services Inc.
Newtown
(215) 497-3363
Bradford S. Bernstein
Bernstein Wealth Management of UBS
Philadelphia
(215) 972-6832
Patricia C. Brennan
Key Financial Inc.
West Chester
(610) 429-9050
Kimberly J. Brumbaugh
Brumbaugh Wealth Management
Exton
(610) 458-2495
Rosemary G. Caligiuri, Heidi Hirsh, John H. Lindsey Jr.
Harvest Group, a Division of United Capital Financial Advisors LLC
Langhorne
(215) 860-6056
Eric S. Callahan
Lederach Financial
Lederach
(610) 731-5097
Stuart Caplan, Robert A. Connell
Apex Financial Advisors Inc.
Yardley
(215) 493-1900
Steve Erfle, Loretta Hutchinson, Norman MacQueen, Michael Ptaszenski, Michael Stanton
Thrive Wealth Management
Audubon
(215) 376-5530
Joslyn G. Ewart
Entrust Financial LLC
Wayne
(610) 687-3515
Roy M. Fairman, Marianne Inforzato, Shawn P. Kindt, Douglas E. Morisoli
Fairman Group Family Office
Berwyn
(610) 889-7300
Robert F. Farrell
Farrell Wealth Management Group of Janney Montgomery Scott LLC
Philadelphia
(215) 665-6609
Samuel Flaherty
Flaherty Financial Services LLC
Souderton
(215) 723-2000
Sean M. Flatley, Timothy E. Flatley, Paul C. McClatchy Jr., David S. Newcomb
Sterling Investment Advisors Ltd.
Berwyn
(610) 560-0400
Dennis Freedman, Joel Goodhart, Stuart Leibowitz
BIRE Financial Services LLC
Plymouth Meeting
(610) 825-4066
Mark Fried
TFG Wealth Management LLC
Newtown
(215) 968-1755
Kevin Holt, Jeff Leppert, Mark Meloro
Market Street Wealth Management
West Chester
(610) 692-3200
Scott E. Holstein
Prudent Wealth Management Inc.
Warminster
(215) 942-8640
Peter K. Hoover
Hoover Financial Advisors P.C.
Malvern
(610) 651-2777
Frederick Hubler Jr., Thomas Ahern
Creative Capital Wealth Management Group
Phoenixville
(610) 560-2003
Terry L. Jue
Ameriprise Financial
Philadelphia
(215) 789-4961
Timothy Maguire, David Fleisher, Anthony Villari
AXA Advisors/ Karr Barth Associates Inc.
Bala Cynwyd
(610) 660-4000
Joseph S. Little
Bala Financial Group Inc.
Devon
(610) 940-1010
Brendan Magee
Inevitable Wealth Coaching
Drexel Hill
(610) 446-4322
William T. Manchester
The Manchester Group of Janney Montgomery Scott LLC
Radnor
(610) 254-1118
William P. Marshall, Ryan D. Murray
Marshall Murray & Associates of Ameriprise Financial Services Inc.
Langhorne
(215) 757-7600
Richard J. Massaux
Parker Massaux Investment Group of Wells Fargo Advisors
Philadelphia
(215) 564-8308
Joe McLaughlin
Haverford Trust
Wayne
(610) 995-8700
Charles J. McNamara III, Charles J. McNamara Jr., Ricardo J. Ferreira
McNamara Financial Group
Doylestown
(215) 348-3176
Robert Morris, Townsend Morris
The Morris Financial Group
Haverford
(610) 896-9919
Owen F. Mulhern IV, Jeff Mastronardo, Michael Traynor
Financial Coach
West Chester
(484) 887-0452
Dominic Nappi
Creative Financial Group
Newtown Square
(610) 325- 6207
Andrew R. Nehrbas, Steven M. Lane, David S. Penn, Meg Tegler Hardesty
The Nehrbas Group of Janney Montgomery Scott LLC
Bryn Mawr | (610) 526-7200
Christy H. Neill
Ameriprise Financial
Philadelphia
(215) 789-4952
Sean Newman
Wells Fargo Advisors LLC
Doylestown
(215) 230-2893
Brett J. Rhode
UBS Financial Services Inc.
Conshohocken
(610) 832-3016
Kevin Ross
Innovative Wealth Partners LLC
Bala Cynwyd
(800) 366-0064
Joseph P. Sarappo III
Retirement Planning Specialists Inc.
Willow Grove
(215) 657-8600
Jill Broder Steinberg
Walden Capital Advisors
Bala Cynwyd
(610) 664-6100
Kevin Supka
Independent Advisor Group LLC
Horsham
(215) 442-9400
Andrew S. Vitek
Wells Fargo Advisors LLC
Jenkintown
(215) 884-9880
Russell Valante
Janney Montgomery Scott LLC
Blue Bell
(215) 619-3920
Dennis M. Wallace
D.M. Wallace & Co. Wealth Management
West Chester
(484) 888-2001
Binney H.C. Wietlisbach
The Haverford Trust Co.
Radnor
(610) 995-8700
Roy Williams
Prestige Wealth Management Group
Flemington, N.J.
(908) 782-0001
Published (and copyrighted) in Suburban Life Magazine, June, 2017.