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Find Retirement Advisors for Retirement Planning in Exton, Pennsylvania

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Finding the Best Retirement Planners in Exton, Pennsylvania

Last Updated - April 25, 2025

Exton has 13 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Exton, Pennsylvania have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Exton, Pennsylvania

VERIFIED

Vanguard Personal Advisor

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

Advisory Services:

Retirement Planning, Education Funding and Planning

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Matthew Haraburda
CFP^®, CFA^®
Bernardo Wealth Planning

Qualifications
CRD# 6078579
Firm CRD# 288705
Series 7, 52, 55, 63

Minimum Assets Required
$500,000

Address

527 Green Hill Lane,
Berwyn, PA 19312 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Sequoia Financial Group

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Address

1205 Westlakes Dr., Suite 270,
Berwyn, PA 19312 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Scott McGraw
MERIT Investment Management

Qualifications
CRD# 4589494
Firm CRD# 149663
Series 65

Minimum Assets Required
$0

Address

2 West Market Street,
Suite 100,
West Chester, PA 19375 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Diversified, LLC
CFP^®

Qualifications
Firm CRD# 331709
Series 65

Minimum Assets Required
$250,000

Address

3705 Concord Pike,
Talleyville Postal Store, DE 19803 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Tower Bridge Advisors
CFP^®, CFA^®

Qualifications
Firm CRD# 115700
Series 65

Minimum Assets Required
$1,000,000

Address

300 Barr Harbor Drive, Suite 705,
West Conshohocken, PA 19428 See Details

Advisory Services:

Compensation/Fee

Fee-Only

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

6081 Hamilton Boulevard,
Suite 600,
Allentown, PA 18106 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Jim Kilcommons
CFP^®
Princeton Global

Qualifications
CRD# 1340382
Firm CRD# 146644

Minimum Assets Required
$0

Address

17 Hulfish Street, Suite 240,
Princeton, NJ 08542 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

4050 Crums Mill Road,
Suite 204,
Harrisburg, PA 17112 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Chris Schiesser
CFP^®
Prudential

Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65

Minimum Assets Required
Not Specified

Address

303 International Cir #105,
Hunt Valley, MD 21030 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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Top 6 Retirement Planning firms in Exton, Pennsylvania (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	717 Constitution Drive, Suite 102 Exton, PA, 19341	$8,094,993,369	367	4	A percentage of AUM, Fixed fees
2	367 Eagleview Boulevard, Ste 202 Exton, PA, 19341	$1,118,721,297	2155	11	A percentage of AUM, Fixed fees
3	211 Welsh Pool Road, Suite 234 Exton, PA, 19341	$270,026,467	36	4	A percentage of AUM, Performance Based
4	431 Exton Commons, Exton, PA, 19341	$259,636,000	327	4	A percentage of AUM, Hourly charges, Fixed fees
5	211 Welsh Pool Road, Suite 110 Exton, PA, 19341	$152,000,000	80	2	A percentage of AUM
6	658 Exton Commons, Exton, PA, 19341	$131,885,401	341	3	A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Exton, Pennsylvania

PROWELL FINANCIAL MANAGEMENT, LLC

Find an Advisor

QualificationsFirm CRD# 281762

Assets Under Management $8,094,993,369

No. Of Clients367

Clients Per Financial Advisor92

PROWELL FINANCIAL MANAGEMENT, LLC is a financial advisory firm situated in Exton, Pennsylvania. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 367 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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MERIDIAN WEALTH PARTNERS, LLC

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QualificationsFirm CRD# 287768

Assets Under Management $1,118,721,297

No. Of Clients2155

Clients Per Financial Advisor196

MERIDIAN WEALTH PARTNERS, LLC is a financial advisory firm situated in Exton, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2155 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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BIRCH RUN INVESTMENTS, LLC

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QualificationsFirm CRD# 285285

Assets Under Management $270,026,467

No. Of Clients36

Clients Per Financial Advisor9

BIRCH RUN INVESTMENTS, LLC is a financial advisory firm situated in Exton, Pennsylvania. With a nearly $270M assets under management, the firm specializes in crafting personalized retirement planning solutions for 36 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

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SUMMIT GROUP RETIREMENT PLANNERS, INC.

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QualificationsFirm CRD# 169823

Assets Under Management $259,636,000

No. Of Clients327

Clients Per Financial Advisor82

SUMMIT GROUP RETIREMENT PLANNERS, INC. is a financial advisory firm situated in Exton, Pennsylvania. With a nearly $260M assets under management, the firm specializes in crafting personalized retirement planning solutions for 327 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

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EHB FINANCIAL RESOURCES MANAGEMNT, INC.

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QualificationsFirm CRD# 116186

Assets Under Management $152,000,000

No. Of Clients80

Clients Per Financial Advisor40

EHB FINANCIAL RESOURCES MANAGEMNT, INC. is a financial advisory firm situated in Exton, Pennsylvania. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 80 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Other (TAX PREPARATION AND ACCOUNTING SERVICES)

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LEGACY ADVISORY SERVICES, LLC

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QualificationsFirm CRD# 147173

Assets Under Management $131,885,401

No. Of Clients341

Clients Per Financial Advisor114

LEGACY ADVISORY SERVICES, LLC is a financial advisory firm situated in Exton, Pennsylvania. With a nearly $132M assets under management, the firm specializes in crafting personalized retirement planning solutions for 341 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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