Financial advisors in Wexford, PA

27 match

Austen Lunt
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Blake Curle
Financial advisor at Gibson Capital, LLC
Gibson Capital, LLC · $3.03B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Tiche
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bruno Natter
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carly Seneca
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chad Hileman
Financial advisor at Gibson Capital, LLC
Gibson Capital, LLC · $3.03B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Conti
Financial advisor at Aspire Wealth Architects
Aspire Wealth Architects · $290.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Sidoni
Financial advisor at Gibson Capital, LLC
Gibson Capital, LLC · $3.03B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Eppley
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Eric Demico
Financial advisor at Gibson Capital, LLC
Gibson Capital, LLC · $3.03B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Conrad
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Bagley
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jesse Taylor
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Mouganis
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Grebosky
Financial advisor at Gibson Capital, LLC
Gibson Capital, LLC · $3.03B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Whalen
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Obringer
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicole Gabriel
Financial advisor at Mckinley Carter Wealth Services, Inc.
Mckinley Carter Wealth Services, Inc. · $2.31B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patrick Drazga
Financial advisor at Drazga Wealth Advisors, LLC
Drazga Wealth Advisors, LLC · $65.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Belcastro
Financial advisor at Leonard Advisory Group LLC
Leonard Advisory Group LLC · $114.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Schneider
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Bruce
Financial advisor at Diversified, LLC
Diversified, LLC · $2.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ted Drost
Financial advisor at Fragasso Financial Advisors
Fragasso Financial Advisors · $2.83B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Proctor
Financial advisor at Proctor Advisory Wealth, LLC
Proctor Advisory Wealth, LLC
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Timothy Buggy
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
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Walter Laub
Financial advisor at Aspire Wealth Architects
Aspire Wealth Architects · $290.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Wayne Kurtz
Financial advisor at Green Trail Investments, LLC
Green Trail Investments, LLC · $25.3M 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 Wexford, 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 Wexford, PA.

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Before you hire an advisor in Wexford, PA