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Key Financial
Website (610) 429-9050
  • We guarantee that you will get the best, most devoted and conscientious thinking professionals with an exceptional degree of commitment to you
  • Patti Brennan is ranked as one of America’s Top Financial Advisor's. Financial Planning with Wisdom and Care
RTD Financial Advisors
Website 800-893-4725
  • Fee only, independent, comprehensive financial planning and investment advisory services
  • Recognized as one of the top advisory firms by Money Magazine, Worth, Philadelphia Business Journal, and Barron’s
Gen Y Planning
Website online
  • I'm not your father's financial planner. Financial Planning for my generation.
  • Accolades include the “Top 40 Under 40” by Investment News, “10 young Advisors to Watch” by Financial Advisor Magazine
Aptus Wealth Planning
Website (412) 904-2017 Pittsburgh
  • Dedicated to providing you with the highest level of service and delivering trust, transparency and accountability
  • Aptus Wealth Planning is a Pittsburgh-based wealth management firm with 38 years of combined experience from Neal McGrath and Thomas Brown.
Legend Financial Advisors
Website 888-236-5960
  • 1 of only 4 advisors nationwide to be selected 12 consecutive times by Worth magazine as one of “The Top 100 Wealth Advisors” in the country
  • Legend is a Non-Commission, Fee-Only, Fiduciary advisory firm
Emerick Financial Planning
Website (412) 419-1905
  • Carl has more than 30 years of experience in the financial services field, the last 20 years in personal financial planning and investment management
  • From a full, broad-based financial plan to focusing on a single issue on an hourly basis
Wescott Financial Advisory Group
Website 215-979-1600
  • Wescott has been advising high-net-worth individuals and families for over three decades, Founded in 1987, Wescott now has nearly $2 billion in assets under management
  • As an independent firm, we do not sell or promote any investment or insurance product. Offices in Philadelphia and Fort Washington
Chapel Hill Investment Analysts
Website (724) 830-2600
  • A full-service financial planning and money management firm committed to supporting, educating, and providing informed direction to each and every client.
  • Joseph S. Codrick CFP, president of Chapel Hill Investment Analysts named as a "Five Star Wealth Advisor" by Pittsburgh Magazine for the fourth straight year.
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