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by Suburban Life/Philadelphia Life Staff

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.
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