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Find Retirement Advisors for Retirement Planning in Wexford, 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 Wexford, Pennsylvania

Last Updated - April 25, 2025

Wexford has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Wexford, Pennsylvania have an average of 32 years of experience.

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List of Qualified Retirement Planning Advisors in Wexford, Pennsylvania

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
vector.svg VERIFIED

Transparent Financial Solutions
CFP®, CLU®, ChFC®

Qualifications
CRD# 2201485
Firm CRD# 110826
Series 6, 7, 63, 65

Minimum Assets Required
$100,000

Advisory Services:

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, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Based

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advisor
vector.svg VERIFIED

Michael Marion
CFP®
Marion Wealth Management

Qualifications
CRD# 2076025
Firm CRD# 315730
Series 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor arrow-right

Top 7 Retirement Planning firms in Wexford, Pennsylvania (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

6600 Brooktree Court, Suite 2200
Wexford, PA, 15090
$2,433,649,152107017
A percentage of AUM, Hourly charges, Fixed fees
2

5000 Stonewood Drive, Suite 300
Wexford, PA, 15090-8395
$412,018,3291036
A percentage of AUM, Hourly charges
3

150 N Meadows Drive, Suite 220
Wexford, PA, 15090
$227,067,3425055
A percentage of AUM
4

101 Bradford Road, Suite 200
Wexford, PA, 15090
$224,389,614732
A percentage of AUM, Fixed fees, Performance Based
5

2000 Corporate Drive, Suite 450
Wexford, PA, 15090
$160,000,0003943
A percentage of AUM, Fixed fees
6

109 Vip Drive,
Wexford, PA, 15090
$108,500,0001704
A percentage of AUM, Hourly charges, Fixed fees
7

11676 Perry Highway, Suite 1207
Wexford, PA, 15090
$66,000,00093713
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Wexford, Pennsylvania

QualificationsFirm CRD# 148836

Assets Under Management $2,433,649,152

No. Of Clients1070

Clients Per Financial Advisor63

GIBSON CAPITAL, LLC is a financial advisory firm situated in Wexford, Pennsylvania. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1070 clients. The team consists of 17 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
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QualificationsFirm CRD# 110787

Assets Under Management $412,018,329

No. Of Clients103

Clients Per Financial Advisor17

MUHLENKAMP & CO INC is a financial advisory firm situated in Wexford, Pennsylvania. With a nearly $412M assets under management, the firm specializes in crafting personalized retirement planning solutions for 103 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals and newsletters
  • Education seminars/workshops
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QualificationsFirm CRD# 297090

Assets Under Management $227,067,342

No. Of Clients505

Clients Per Financial Advisor101

ASPIRE WEALTH ARCHITECTS is a financial advisory firm situated in Wexford, Pennsylvania. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 505 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 300920

Assets Under Management $224,389,614

No. Of Clients73

Clients Per Financial Advisor37

GRIDIRON PARTNERS, LLC is a financial advisory firm situated in Wexford, Pennsylvania. With a nearly $224M assets under management, the firm specializes in crafting personalized retirement planning solutions for 73 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
  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 142913

Assets Under Management $160,000,000

No. Of Clients394

Clients Per Financial Advisor131

YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Wexford, Pennsylvania. With a nearly $160M assets under management, the firm specializes in crafting personalized retirement planning solutions for 394 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

  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals and newsletters
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QualificationsFirm CRD# 156015

Assets Under Management $108,500,000

No. Of Clients170

Clients Per Financial Advisor43

GUARDIAN CAPITAL, LLC is a financial advisory firm situated in Wexford, Pennsylvania. With a nearly $109M assets under management, the firm specializes in crafting personalized retirement planning solutions for 170 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
  • Pesnsion consulting services
  • Selection for other advisors
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QualificationsFirm CRD# 299094

Assets Under Management $66,000,000

No. Of Clients937

Clients Per Financial Advisor72

SUCCESS WEALTH MANAGEMENT LLC is a financial advisory firm situated in Wexford, Pennsylvania. With a nearly $66M assets under management, the firm specializes in crafting personalized retirement planning solutions for 937 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

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