Financial advisors in Warrendale, PA

22 advisors

Alexandra Cameron
Financial advisor at Petredis Investment Advisors
Petredis Investment Advisors · $1.69B AUM
CFP®VerifiedFinancial planning
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Athena Mallios
Financial advisor at Petredis Investment Advisors
Petredis Investment Advisors · $1.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Dane
Financial advisor at Defiant Capital Group
Defiant Capital Group · $49.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Costigan
Financial advisor at Hbks Wealth Advisors
Hbks Wealth Advisors · $7.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shawn Fodge
Financial advisor at Hbks Wealth Advisors
Hbks Wealth Advisors · $7.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Podrasky
Financial advisor at Petredis Investment Advisors
Petredis Investment Advisors · $1.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Thompson
Financial advisor at Cs Mckee
Cs Mckee · $11.65B AUM
Verified
View page Check on SEC IAPD ↗
Brett Dusch
Financial advisor at Hbks Wealth Advisors
Hbks Wealth Advisors · $7.66B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Sommers
Financial advisor at Hbks Wealth Advisors
Hbks Wealth Advisors · $7.66B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Petredis
Financial advisor at Petredis Investment Advisors
Petredis Investment Advisors · $1.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Petredis
Financial advisor at Petredis Investment Advisors
Petredis Investment Advisors · $1.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christian Petredis
Financial advisor at Petredis Investment Advisors
Petredis Investment Advisors · $1.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Darren Johns
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donna Kline
Financial advisor at Hbks Wealth Advisors
Hbks Wealth Advisors · $7.66B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Fencil
Financial advisor at Petredis Investment Advisors
Petredis Investment Advisors · $1.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ethan Berkebile
Financial advisor at Hbks Wealth Advisors
Hbks Wealth Advisors · $7.66B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
George Sanders
Financial advisor at Hbks Wealth Advisors
Hbks Wealth Advisors · $7.66B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Klein
Financial advisor at Hbks Wealth Advisors
Hbks Wealth Advisors · $7.66B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Betten
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rishi Anand
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stuart Strasner
Financial advisor at Defiant Capital Group
Defiant Capital Group · $49.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thandi Clements
Financial advisor at Cs Mckee
Cs Mckee · $11.65B AUM
Verified
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 Warrendale, 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 Warrendale, PA.

How this list works

Before you hire an advisor in Warrendale, PA