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Find Retirement Advisors for Retirement Planning in Media, 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 Media, Pennsylvania
Last Updated - April 25, 2025Media has 14 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Media, Pennsylvania have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Media, Pennsylvania
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
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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
VERIFIEDChris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 5 Retirement Planning firms in Media, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 218 W. State Street, Media, PA, 19063 | $391,481,636 | 340 | 6 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 2 | 9 West Third Street, Media, PA, 19063 | $167,273,412 | 343 | 3 | A percentage of AUM, Fixed fees |
| 3 | 400 W State Street, Media, PA, 19063 | $161,200,000 | 121 | 4 | A percentage of AUM |
| 4 | 208 W. Front St, Media, PA, 19063 | $146,946,979 | 540 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 211 N. Olive Street, Media, PA, 19063 | $119,310,622 | 304 | 6 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Media, Pennsylvania
QualificationsFirm CRD# 110281
Assets Under Management $391,481,636
No. Of Clients340
Clients Per Financial Advisor57
OBRIEN GREENE & CO INC is a financial advisory firm situated in Media, Pennsylvania. With a nearly $391M assets under management, the firm specializes in crafting personalized retirement planning solutions for 340 clients. The team consists of 6 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
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 168270
Assets Under Management $167,273,412
No. Of Clients343
Clients Per Financial Advisor114
FOUNDATION WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Media, Pennsylvania. With a nearly $167M assets under management, the firm specializes in crafting personalized retirement planning solutions for 343 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 108354
Assets Under Management $161,200,000
No. Of Clients121
Clients Per Financial Advisor30
FLAGSHIP CAPITAL MANAGEMENT INC is a financial advisory firm situated in Media, Pennsylvania. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 121 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (SELECTION OF MUTUAL FUNDS)
QualificationsFirm CRD# 175287
Assets Under Management $146,946,979
No. Of Clients540
Clients Per Financial Advisor135
STONE PINE FINANCIAL PARTNERS is a financial advisory firm situated in Media, Pennsylvania. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 540 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
QualificationsFirm CRD# 323778
Assets Under Management $119,310,622
No. Of Clients304
Clients Per Financial Advisor51
MEMBERS WEALTH LLC is a financial advisory firm situated in Media, Pennsylvania. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 304 clients. The team consists of 6 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
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