Financial Advisors in Pennsylvania

Edward B. Aufman, BS, CFP
Aufman Associates offers a comprehensive approach to finances for a limited number of successful individuals, families, and organizations. The relationships we have with our clients are very long-term... most commonly exceeding 25 years. We make sure all aspects of finances are on track and stay on track. We look forward to the possibility of working with you in the same way.
Founded first as a division of a pension portfolio management firm in the early 1970s, Aufman Associates became an independent entity in 1983. Aufman Associates manages financial assets of approximately $700 Million and provides supervisory functions across assets approaching $1 Billion. ... See More

Robert Choiniere, BS, CFP
We are a fee-only registered investment advisory firm headquartered in Wexford, Pennsylvania. Plans to Prosper provides personal financial planning and investment advisory services to individuals, families and business owners from all walks of life. Both limited engagement and comprehensive wealth advisory services are available.... See More

Legend Financial Advisors, Inc.®(Legend) is a Fee-Only, Fiduciary U.S. Securities and Exchange Commission Registered Investment Advisory firm with its headquarters located in Pittsburgh, Pennsylvania. Legend provides personalized Wealth Management services including Financial Planning and Investment Management strategies to individuals and families, business entities, medical practices, and retirement plans. Legend and its Advisors are governed by the Fiduciary Standard of Law. As a Fiduciary, Legend always works in their clients’ best interests.... See More

Jeff Broadhurst is a Philadelphia, PA Fee-Only Financial Planner serving the eastern PA area. Broadhurst Financial Advisors, Inc. specializes in comprehensive wealth management, estate planning, tax planning and retirement planning. Jeffrey Broadhurst is a NAPFA-Registered Financial Advisor, a CHARTERED FINANCIAL ANALYST (CFA) Professional, and a CERTIFIED FINANCIAL PLANNER™ (CFP) Professional.

We help business owners and senior-level executives identify their current financial situation and address their unique challenges. Using a client-centered, consultative process, we work with a team of experts to design customized solutions. This is an ongoing process we call "Wealth Management". We only work with clients for whom we can have a tremendous impact. A typical client would have at least $1m net investable assets. Call us at if you would like to schedule a Discovery Meeting to explore if we might be the right firm to help you.... See More

Founded in 1990, Roffman Miller Associates is a wealth management firm headquartered in Philadelphia, PA. We manage both individual and corporate clients, encompassing brokerage, retirement and trust accounts. Our investment focus centers around individual stocks and individual bonds. Complementary portfolio reviews are available upon request.... See More

Services include: Fee-only financial planning; Fiduciary objectivity; Hourly, project or asset management engagements. Member of AICPA, PICPA, National Association of Personal Financial Advisors.

Independent financial planning including investment management, risk management (insurance). Working with individuals, business owners, defined benefit pension plans, and foundations/endowments.

I am a fee only independent financial planner. I hold a PhD in finance, as does my partner. We provide personal specialized full service financial advising. I specialize in near or newly retired clients, particularly women while my partner specialized in small business consulting.... See More

With the global economic uncertainty and unrest, there is no better time than now to get your finances in order to be prepared for whatever may happen. Baehr Family Financial offers several affordable ways to tie up your financial loose ends and get back on the path to financial peace of mind.... See More

My practice is a financial and tax planning firm, providing �fee only� financial services for individuals. I offer carefully determined and ethical financial and tax advice to help clients achieve their financial goals.

�Fee only� means that my compensation is based only on the services I provide. I have no financial stake of any kind in the investment recommendations I make to my clients, meaning no commissions are ever received and no products are ever sold. Such a compensation system allows me to be completely objective. Thus, I make decisions and recommendations only with the client�s best interests in mind.

I earned a Bachelors Degree in accounting from Rutgers University and hold the designations of Certified Public Accountant (CPA), Certified Financial Planner (CFP®) and Certified Divorce Finanacial Analyst (CDFA). I have more than 25 years of industry experience in taxes and accounting, having worked in public accounting and for Fortune 500 companies throughout my career. I am a member of the PSPA (Pennsylvania Society of Public Accountants. I frequently participate in seminars and conferences for professional development. I live with my wife Karen and our two Jack Russel Terriers, (Tucker and Daisy) in Bethlehem, PA.

Using a holistic approach, I carefully work with a client�s total financial situation, including tax planning and preparation, investment planning, insurance planning, cash flow analysis, retirement planning, coaching and goal setting. This approach helps me properly assess a client�s total financial situation, as well as, develop a plan with a client�s specific goals in mind.

Clients typically prefer an unbiased advisor, a trusted guide, who will educate them and integrate their goals into their financial situation, on a personalized basis, to minimize their taxes, build resources and give them financial peace of mind. Additionally, clients who are committed to building their financial future want and need someone who will assess where they are at financially, develop a sensible and achievable financial plan, then guide them every step of the way to fulfilling their financial goals. I am committed to serving my clients while meeting these expectations.... See More

Abington Financial Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, preserve, insure, and conserve our clients wealth by delivering an unprecedented level of personalized service and experience.

We at Abington Financial Group specialize in investements, insurance, long term care for individuals and small business.... See More

Financial planning in Allentown, PA 18104.

William Aquila, CFP

Donald DeMuth, CHBC, CPA/PFS, MBA

Jonathan Heller, CFA, CFP, MBA
Comprehensive Fee-Only Financial Planning. Personal services include investment and portfolio review and advice, tax planning and tax preparation, insurance review, goal setting, retirement planning, education funding, estate planning.... See More