Financial Advisors in Reading, Pennsylvania (Berks County)

We help individuals, couples and families invest their money. Often, our clients’ ultimate objective is to secure their financial future in retirement. As investment advisors, our goal is to provide significant value-added, after all fees, expenses, and taxes, over what our clients might have otherwise achieved without our help. We invest alongside our clients and further align our interests with theirs by offering a performance-based fee (for qualified investors) as an alternative to the usual asset-based fee.... 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

Vincent De Giovanni, CFP, MBA
Summit Financial Advisors, LLC is a Fee-Only financial planning and Pennsylvania-Registered Investment Advisory firm with offices in Newtown, Doylestown and Center City Philadelphia. The firm provides financial planning and investment advice to individuals, families, and small business owners who are concerned about their financial future. Our services are unique in that we offer them on a Retainer, Project or Hourly basis. We do not charge Assets Under Management fees.... See More

Keith McGowan, CFP, MBA
We are an independent registered investment advisor firm designed to objectively provide advice without conflict of interest. Our mission is to be transparent with our clients and provide advice that is truly in their best interest. We operate with the highest of fiduciary standards and consider a long-term relationship built on trust and transparency to be our ultimate goal.
We provide our clients with individualized comprehensive financial planning services and investment advice based on their life and financial goals and their stage of life. Planning services include education planning, retirement planning, insurance needs analysis and investment allocation. We leverage the latest technology to optimize our services.
We are looking to establish relationships with clients that are interested in planning for their long-term goals. Our ideal client is looking to partner with an advisor to accomplish their goals through professional planning and investment discipline.
We are excited to work with clients living throughout the USA through virtual planning tools and meetings. We locally serve clients in southeastern Pennsylvania and New Jersey.... See More

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

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

Donald DeMuth, CHBC, CPA/PFS, MBA