Financial advisors in Pennsylvania


From the historic streets of Philadelphia to the rolling hills of the Alleghenies, Pennsylvanians know that building wealth takes vision and strategy. Whether you're navigating financial opportunities in Pittsburgh, preparing for retirement in the Poconos, or preserving generational wealth in Harrisburg, our dedicated financial advisors can craft personalized strategies to help set you on the right path in the Keystone State.

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Bringing clarity to your financial picture.


When you think of the “big picture” of your financial future, is it clear or still a little fuzzy? We can help you get a better view of each piece of your financial life. Once you’re clear on where you are and where you want your money to take you, we can build a plan to help get you there.
 

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  • Amanda Salyer

    Director, Financial Planning

    Allentown, Chadds Ford, West Conshohocken

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    Amanda Salyer
  • Greg Dexheimer

    Director, Financial Planning

    Allentown, Harrisburg

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    Greg Dexheimer
  • Harry Berman

    Director, Financial Planning

    Allentown, Harrisburg

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    Harry Berman
  • Joan Greenspon

    Executive Director, Financial Planning

    West Conshohocken

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    Joan Greenspon
  • Kris Nuttall

    Director, Financial Planning

    Pittsburgh, Sewickley

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    Kris Nuttall
  • Matt Wollick

    Director, Financial Planning

    Chadds Ford, West Conshohocken

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    Matt Wollick
  • Matt Turner

    Director, Financial Planning

    Chadds Ford, West Conshohocken

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    Matt Turner
  • Rebecca Pawuk

    Director, Financial Planning

    Pittsburgh, Sewickley

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    Rebecca Pawuk
  • Yolanda Waters

    Director, Financial Planning

    Chadds Ford, West Conshohocken

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    Yolanda Waters
  • Zach Fletcher

    Director, Financial Planning

    Chadds Ford, West Conshohocken

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    Zach Fletcher

Insights that matter in Pennsylvania


Our subject matter experts and editorial team bring you content you can use – including timely insights into the market and a practical approach to learning more about topics that touch every corner of your finances.

Understanding Capital Gains Tax in Pennsylvania

Implications, exemptions and tax mitigation strategies.

 

Local support and national experts


We’re here to help you with a local financial advisor – backed by a team of experts in investment management and advanced planning – who can guide you on every step of your financial journey. Your financial future starts here.