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Find Retirement Advisors for Retirement Planning in West Chester, 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 West Chester, Pennsylvania

Last Updated - April 25, 2025

West Chester has 13 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 12 non-vetted advisors in your local area. These retirement advisors in West Chester, Pennsylvania have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in West Chester, Pennsylvania

advisor
vector.svg VERIFIED

Scott McGraw
MERIT Investment Management

Qualifications
CRD# 4589494
Firm CRD# 149663
Series 65

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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Education Funding and Planning

Compensation/Fee

Fee-Based

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advisor
vector.svg VERIFIED

Matthew 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

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advisor

Qualifications
Firm CRD# 117756
Series 7

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
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Diversified, LLC
CFP®

Qualifications
Firm CRD# 331709
Series 65

Minimum Assets Required
$250,000

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-Based, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Tower 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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Jim 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

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advisor
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Chris 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 12 Retirement Planning firms in West Chester, Pennsylvania (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1475 Dunwoody Drive, Suite 200
West Chester, PA, 19380
$9,803,013,288512
A percentage of AUM
2

1065 Andrew Drive,
West Chester, PA, 19380
$4,541,661,22517793210
A percentage of AUM, Hourly charges, Fixed fees
3

26 South Church Street, Suite 1a
West Chester, PA, 19382
$2,370,836,24920176
Fixed fees
4

1045a Andrew Drive,
West Chester, PA, 19380
$2,166,191,568442729
A percentage of AUM, Fixed fees, Commission Based, Other (FINANCIAL PLANNING RETAINER)
5

999 West Chester Pike, Suite 202
West Chester, PA, 19382
$589,151,971237616
A percentage of AUM, Hourly charges, Fixed fees, Other (PAYMENT FOR CLIENT REFERRALS)
6

600 Willowbrook Lane, Suite 610
West Chester, PA, 19382
$410,559,528126
A percentage of AUM, Hourly charges, Fixed fees, Other (RETAINER BASED FEE)
7

940 E. Boot Rd., Suite 101
West Chester, PA, 19380
$346,775,8127177
A percentage of AUM, Hourly charges, Fixed fees
8

136 North Church,
West Chester, PA, 19380
$300,990,891333
A percentage of AUM, Fixed fees
9

535 N. Church St., Suite 205
West Chester, PA, 19380
$247,372,92813436
A percentage of AUM, Hourly charges, Fixed fees
10

2 West Market Street, Suite 200
West Chester, PA, 19382
$235,907,6357725
A percentage of AUM, Fixed fees
11

1065 Andrew Drive,
West Chester, PA, 19380
$160,589,92280113
A percentage of AUM, Hourly charges, Fixed fees
12

9 N. Five Points Road, Suite 4
West Chester, PA, 19380
$25,513,02762
Fixed fees, Performance Based

Information on Top Retirement Planning firms in West Chester, Pennsylvania

QualificationsFirm CRD# 330755

Assets Under Management $9,803,013,288

No. Of Clients5

Clients Per Financial Advisor0

VENERABLE INVESTMENT ADVISERS, LLC is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
  • Selection for other advisors
  • Other (FUND ADMINISTRATION)
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QualificationsFirm CRD# 171976

Assets Under Management $4,541,661,225

No. Of Clients17793

Clients Per Financial Advisor85

WEALTHCARE ADVISORY PARTNERS LLC is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 17793 clients. The team consists of 210 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
  • Selection for other advisors
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QualificationsFirm CRD# 305815

Assets Under Management $2,370,836,249

No. Of Clients2017

Clients Per Financial Advisor336

WEDMONT PRIVATE CAPITAL is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2017 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • 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
  • Selection for other advisors
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QualificationsFirm CRD# 116240

Assets Under Management $2,166,191,568

No. Of Clients4427

Clients Per Financial Advisor153

KEY FINANCIAL, INC. is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4427 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
  • Fixed fees
  • Commission Based
  • Other (FINANCIAL PLANNING RETAINER)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Education seminars/workshops
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QualificationsFirm CRD# 155157

Assets Under Management $589,151,971

No. Of Clients2376

Clients Per Financial Advisor149

MARKET STREET WEALTH MANAGEMENT is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $589M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2376 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (PAYMENT FOR CLIENT REFERRALS)

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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QualificationsFirm CRD# 118655

Assets Under Management $410,559,528

No. Of Clients12

Clients Per Financial Advisor2

MARQUETTE ASSOCIATES, INC. is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $411M assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 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
  • Other (RETAINER BASED FEE)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (INVESTMENT CONSULTING SERVICES)
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QualificationsFirm CRD# 170478

Assets Under Management $346,775,812

No. Of Clients717

Clients Per Financial Advisor102

FINANCIAL COACH is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $347M assets under management, the firm specializes in crafting personalized retirement planning solutions for 717 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
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QualificationsFirm CRD# 141039

Assets Under Management $300,990,891

No. Of Clients33

Clients Per Financial Advisor11

TRINITY INVESTMENT ADVISORS, LLC is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $301M assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 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

  • Pesnsion consulting services
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QualificationsFirm CRD# 304430

Assets Under Management $247,372,928

No. Of Clients1343

Clients Per Financial Advisor224

BALLAST FINANCIAL ADVISORS, LLC is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $247M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1343 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

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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QualificationsFirm CRD# 306486

Assets Under Management $235,907,635

No. Of Clients772

Clients Per Financial Advisor154

STONECROP WEALTH ADVISORS, LLC is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $236M assets under management, the firm specializes in crafting personalized retirement planning solutions for 772 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
  • Fixed fees

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
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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QualificationsFirm CRD# 330300

Assets Under Management $160,589,922

No. Of Clients801

Clients Per Financial Advisor62

WEALTHCARE CAPITAL PARTNERS, LLC is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 801 clients. The team consists of 13 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
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 298176

Assets Under Management $25,513,027

No. Of Clients6

Clients Per Financial Advisor3

GLOBAL BETA ADVISORS is a financial advisory firm situated in West Chester, Pennsylvania. With a nearly $26M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • Fixed fees
  • Performance Based

Financial Planning Services

  • Other (INTERNET ADVISER)
View Full Profile

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