Financial advisors in New Hope, PA

107 advisors · page 1 of 4

Adam Klazmer
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
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Benjamin Herman
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Hansen
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chelsea Gordon
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
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Christopher Kelly
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Christopher Lindenthal
Financial advisor at Cw Advisors, LLC
Cw Advisors, LLC · $15.22B AUM
CFP®VerifiedFinancial planning
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Courtney Durham
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Courtney Krzaczyk
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
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Craig McGovern
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
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Frank Hundley
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
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Jack Gawason
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jade Meier
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Cooper
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Llewellyn
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Augenblick
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Collins
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Hagan
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kenny Bauer
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kimberly Evans
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kyle Quigley
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Luis Rosa
Financial advisor at Tlg Advisors, Inc.
Tlg Advisors, Inc. · $2.3B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mark Arcidiacono
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Maxwell Dalavai
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Najeedah Ghias
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Natalia Rybak
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patrick Trauger
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Renee Schuster
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Stephenson
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Vogel
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samuel Feldbaum
Financial advisor at Rockwood Wealth Management, LLC
Rockwood Wealth Management, LLC · $2.87B AUM
CFP®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 New Hope, 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 New Hope, PA.

How this list works

Before you hire an advisor in New Hope, PA