Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 you 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 registrations check. 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.
Media has 11 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 22 years of experience.
David Levy
CFP®
Diversified, LLC
Qualifications
CRD# 5356917
Firm CRD# 123859
Series 7, 63, 65, 66
Minimum Assets Required
$100,000
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, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Flat Fee, Based on Assets
Andrew Rosen
CFP®
Diversified, LLC
Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63
Minimum Assets Required
$250,000
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 Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Based on Assets
Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Retirement Planning, Education Funding and Planning.
Fee-Based
Tower Bridge Advisors
CFP®, CFA®
Qualifications
Firm CRD# 115700
Series 65
Minimum Assets Required
$1,000,000
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.
Fee-Only
Limerick Financial Group, LLC.
BCA, BCM, CDS, CES, CIS, CSS, CTS, CAS™, RFC®, MSFS, BCE, CFS
Qualifications
CRD# 1388119
Firm CRD# 141128
Series 6, 63, 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Based on Assets
Rohi Batra
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2707408
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Ketul Mody
CFP®, RICP®
Diamond State Financial Group
Qualifications
CRD# 5478135
Firm CRD# 13572
Series 6, 7, 63, 65
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Based on Assets
Nicholas Vali
ChFC®
Diamond State Financial Group
Qualifications
CRD# 6139848
Firm CRD# 15296
Series 7, 66
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Commissions, Flat Fee, Based on Assets
Paul C. Koenig Jr.
CFP®, RFC®, CRPC®, ChFC®
Integrated Financial Partners
Qualifications
CRD# 5253413
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Ashley Zephir
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Not Specified.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | OBRIEN GREENE & CO INC 218 W. State Street, Media, PA, 19063 | $377,170,155 | 347 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
2 | FLAGSHIP CAPITAL MANAGEMENT INC 400 W State Street, Media, PA, 19063 | $146,160,000 | 123 | 4 | A Percentage of AUM, Hourly charges |
3 | FOUNDATION WEALTH MANAGEMENT, LLC 9 West Third Street, Media, PA, 19063 | $124,774,308 | 306 | 2 | A Percentage of AUM, Fixed Fees |
4 | STONE PINE FINANCIAL PARTNERS 208 W. Front St, Media, PA, 19063 | $121,725,000 | 518 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | MEMBERS WEALTH LLC 211 N. Olive Street, Media, PA, 19063 | $103,135,298 | 285 | 6 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 110281
Assets Under Management $377,170,155
No. Of Clients347
Clients Per Financial Advisor58
OBRIEN GREENE & CO INC is a financial advisory firm situated in Media, Pennsylvania. With a nearly $377M assets under management, the firm specializes in crafting personalized retirement planning solutions for 347 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108354
Assets Under Management $146,160,000
No. Of Clients123
Clients Per Financial Advisor31
FLAGSHIP CAPITAL MANAGEMENT INC is a financial advisory firm situated in Media, Pennsylvania. With a nearly $146M assets under management, the firm specializes in crafting personalized retirement planning solutions for 123 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 168270
Assets Under Management $124,774,308
No. Of Clients306
Clients Per Financial Advisor153
FOUNDATION WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Media, Pennsylvania. With a nearly $125M assets under management, the firm specializes in crafting personalized retirement planning solutions for 306 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 175287
Assets Under Management $121,725,000
No. Of Clients518
Clients Per Financial Advisor130
STONE PINE FINANCIAL PARTNERS is a financial advisory firm situated in Media, Pennsylvania. With a nearly $122M assets under management, the firm specializes in crafting personalized retirement planning solutions for 518 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 323778
Assets Under Management $103,135,298
No. Of Clients285
Clients Per Financial Advisor48
MEMBERS WEALTH LLC is a financial advisory firm situated in Media, Pennsylvania. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 285 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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.