Financial advisors in Lewisburg, PA

20 match

Darin Koss
Financial advisor at Tower Wealth Partners
Tower Wealth Partners · $440.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joan Lyons
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joshua Knauss
Financial advisor at Omniwealth Investments LLC
Omniwealth Investments LLC · $45M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Buttrick
Financial advisor at Vision Wealth Advisors, LLC
Vision Wealth Advisors, LLC · $104.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ashton Immel
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Liscum
Financial advisor at Tower Wealth Partners
Tower Wealth Partners · $440.4M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Catherman
Financial advisor at Granite Financial Advisors, Inc.
Granite Financial Advisors, Inc. · $1.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Curtis Nicholls
Financial advisor at Pioneer Fortress Consulting LLC
Pioneer Fortress Consulting LLC
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Myers
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Shrom
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric McDowell
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Francis Fauble
Financial advisor at Vicus Capital, Inc.
Vicus Capital, Inc. · $2.99B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Haley Koss
Financial advisor at Tower Wealth Partners
Tower Wealth Partners · $440.4M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jared Kohl
Financial advisor at Tower Wealth Partners
Tower Wealth Partners · $440.4M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Crossland
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Molinaro
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mary Jansen
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Barrett
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Johnson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Wagner
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Lewisburg, PA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Lewisburg, PA.

How this list works

Before you hire an advisor in Lewisburg, PA