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Find Retirement Advisors for Retirement Planning in Fort Washington, Pennsylvania
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Fort Washington, Pennsylvania
Last Updated - April 25, 2025Fort Washington has 20 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 Fort Washington, Pennsylvania have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Fort Washington, Pennsylvania
VERIFIEDMike Weber
CFP®
Blue Bell Private Wealth Management
Qualifications
CRD# 4970493
Firm CRD# 134184
Series 65
Minimum Assets Required
Not Specified
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, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 100 Front Street,
Suite 1210,
West Conshohocken, PA 19428 See Details - 457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDTower Bridge Advisors
CFP®, CFA®
Qualifications
Firm CRD# 115700
Series 65
Minimum Assets Required
$1,000,000
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, Investment Advice & Management
Compensation/Fee
Fee-Only
VERIFIEDDavid Montemurro
CLU®, ChFC®
Prudential
Qualifications
CRD# 3049751
Firm CRD# 8733
Series 6, 7, 26, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDPatrick Thomas Sewards
CFA®
Costello Asset Management
Qualifications
CRD# 5060821
Firm CRD# 123249
Series 66
Minimum Assets Required
$100,000
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-Only, Based on Assets
VERIFIEDMatthew Haraburda
CFP®, CFA®
Bernardo Wealth Planning
Qualifications
CRD# 6078579
Firm CRD# 288705
Series 7, 52, 55, 63
Minimum Assets Required
$500,000
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
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
VERIFIEDMichael Scavullo
Solebury Investment Group, Llc.
Qualifications
CRD# 2537103
Firm CRD# 297811
Series 7, 24, 63, 65
Minimum Assets Required
$50,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Based on Assets
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
VERIFIEDPaul C. Koenig Jr.
CFP®, RFC®, CRPC®, ChFC®
Integrated Financial Partners
Qualifications
CRD# 5253413
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDChip Holston
CRPC®
LPL Financial
Qualifications
CRD# 6180071
Firm CRD# 6413
Series 7, 63, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 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, Commissions, Flat Fee, Based on Assets
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
VERIFIEDJim Kilcommons
CFP®
Princeton Global
Qualifications
CRD# 1340382
Firm CRD# 146644
Minimum Assets Required
$0
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
Compensation/Fee
Fee-Based, Hourly, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDPeter Gellman
Palmerston Group Advisors, LLC
Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66
Minimum Assets Required
$400,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDFrank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 6 Retirement Planning firms in Fort Washington, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 601 Office Center Drive, Suite 300 Fort Washington, PA, 19034-3232 | $17,218,143,141 | 203427 | 1297 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 2 | 601 Office Center Drive, Suite 300 Fort Washington, PA, 19034-3232 | $7,095,906,836 | 22363 | 705 | A percentage of AUM, Fixed fees |
| 3 | 500 W Office Center Drive, Suite 300 Fort Washington, PA, 19034 | $392,766,587 | 1829 | 29 | A percentage of AUM, Hourly charges |
| 4 | 580 Virginia Drive, Suite 310 Fort Washington, PA, 19034 | $300,812,331 | 988 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 500 Office Center Drive, Suite 400 Fort Washington, PA, 19034 | $283,061,181 | 990 | 15 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 6 | 512 S. Bethlehem Pike, Fort Washington, PA, 19034 | $248,745,290 | 619 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Fort Washington, Pennsylvania
QualificationsFirm CRD# 519
Assets Under Management $17,218,143,141
No. Of Clients203427
Clients Per Financial Advisor157
LINCOLN INVESTMENT is a financial advisory firm situated in Fort Washington, Pennsylvania. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 203427 clients. The team consists of 1297 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 162200
Assets Under Management $7,095,906,836
No. Of Clients22363
Clients Per Financial Advisor32
CAPITAL ANALYSTS is a financial advisory firm situated in Fort Washington, Pennsylvania. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22363 clients. The team consists of 705 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 281347
Assets Under Management $392,766,587
No. Of Clients1829
Clients Per Financial Advisor63
THRIVE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Fort Washington, Pennsylvania. With a nearly $393M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1829 clients. The team consists of 29 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
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 282998
Assets Under Management $300,812,331
No. Of Clients988
Clients Per Financial Advisor141
PROSPERITY ADVISERS, LLC is a financial advisory firm situated in Fort Washington, Pennsylvania. With a nearly $301M assets under management, the firm specializes in crafting personalized retirement planning solutions for 988 clients. The team consists of 7 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
- Selection for other advisors
QualificationsFirm CRD# 277031
Assets Under Management $283,061,181
No. Of Clients990
Clients Per Financial Advisor66
EQUITA FINANCIAL NETWORK, INC. is a financial advisory firm situated in Fort Washington, Pennsylvania. With a nearly $283M assets under management, the firm specializes in crafting personalized retirement planning solutions for 990 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 121193
Assets Under Management $248,745,290
No. Of Clients619
Clients Per Financial Advisor124
FUHRMAN MANAGEMENT ASSOCIATES, INC. is a financial advisory firm situated in Fort Washington, Pennsylvania. With a nearly $249M assets under management, the firm specializes in crafting personalized retirement planning solutions for 619 clients. The team consists of 5 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
- Other (ADVISORY SERVICES FOR RETIREMENT PLANS, 401(K)S AND CERTAIN 529 PLANS)
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Looking for more choices? Use our free match service to compare retirement planners serving your area.