Financial Advisors in Pottstown, Pennsylvania (Montgomery County)

Thaddeus Toal, CFP
As you search for caretakers of your wealth, you need someone that devotes the time to understand your most closely held goals, values, and relationships. The stewardship of your resources can only be expertly executed by a firm that has a clear grasp of what it is you would like to accomplish with your financial wealth, your societal influence, and your legacy.
You have found a firm with a family culture that prioritizes your best interests above everything else. Welcome to Rockwood, where we serve a limited number of clients by design to ensure you will have a strong personal relationship with thoughtful and attentive advisors who understand exactly what you seek.... 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

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

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

Christine Falvello, BA, CFP, EdM, MS
Retirement planning is our specialty. Our clients are primarily retirees and pre-retirees from eastern Pennsylvania and southern Delaware. We help clients make good decisions about investing, retirement plan distributions and retirement cash flow to last a lifetime. Other retirement planning areas include estate planning, long-term care and life insurance and tax minimization. ... See More

Donald DeMuth, CHBC, CPA/PFS, MBA