user avatar

Matthew Ryba

Advisor at Oakbourne Advisors

Updated today

Location

West Chester, PA 19382

Credentials

Series 63, Series 65

Industry experience

12 years

About

Matthew Ryba is a financial advisor at Oakbourne Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northstar Asset Management and Hartford Funds. Oakbourne Advisors provides discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, and business entities, using a combination of fundamental, technical, charting, and cyclical analysis. The firm manages accounts primarily on a discretionary basis and offers comprehensive financial planning and ERISA retirement plan consulting.

Client services

Based on Oakbourne Advisors

Financial planning Portfolio management Pension consulting

Expertise

Based on Oakbourne Advisors

Wealth management

Fee options

Fixed

Financial planning fixed fees range from $3,000 to $10,000 depending on scope and complexity

Percentage

$0 - $750,000: 1.20% $750,001 - $2,000,000: 0.98% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $4,000,000: 0.57% $4,000,001 - $5,000,000: 0.47% $5,000,001+: 0.18%

Commissions

Commission compensation through affiliated registered representatives for securities and insurance products; commissions vary by product

Project-based

Financial planning hourly rate $300 per hour

Other

Account minimum: $250,000 Minimum fee: $1,000 quarterly minimum fee, may be reduced or waived at discretion Fee-only: Financial planning fees range from $3,000 to $10,000 fixed fee or $300 per hour; retirement plan consulting fees between 0.15% and 1% of plan assets or negotiated fixed fee

Location

2 West Market Street, Suite 1

West Chester, PA 19382

Most active in

Pennsylvania

Work history

Northstar Asset Management Llc

2021 - Present (5 years)

Hartford Funds

2014 - 2021 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Beth D

CFP®, Series 63

Malvern, PA

Plumtree Financial Planning

Beth Dandrea is a Certified Financial Planner® with 12 years of industry experience. She is the sole advisor at Plumtree Financial Planning and has operated her own financial planning practice since 2007. Plumtree Financial Planning provides comprehensive financial planning and portfolio management services to individuals and families, focusing on long-term, tailored strategies that incorporate budgeting, tax planning, life insurance, and estate planning. The firm offers both ongoing and project-based advice, maintaining a fee-only model without custody of client assets.

General tax planning General estate planning guidance Cash flow / budgeting
user avatar

John N

Series 66

West Chester, PA

Stone Loft Wealth Management LLC

John Neal is a financial advisor at Stone Loft Wealth Management LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group and UBS Financial Services. Stone Loft Wealth Management is an independent advisory firm serving high-net-worth individuals, trusts, estates, and businesses. The firm offers discretionary wealth management and financial planning, focusing on portfolio construction with low-cost mutual funds and ETFs, combining fundamental and technical analysis within a long-term investment framework.

Wealth management Passive / index investing Active portfolio management

Ben S

CFP®

Malvern, PA

Ketwich Capital LLC

Ben is the founder of Ketwich Capital LLC ("Ket-Cap") which serves the financial and investment needs of professionals and families. Ben is a CERTIFIED FINANCIAL PLANNER™ and a Certified Kingdom Advisor®. Prior to founding Ket-Cap in 2017, Ben spent a decade working on Wall Street at UBS and Neuberger Berman. As an equity analyst in 2008, he had a front-row seat to the housing bubble burst and the collapse of the global economy. This experience taught him the dangers of financial salesmanship (mortgages in this case) and the pitfall wealth can bring when there is no plan or purpose. Ben is passionate about helping others become secure, content, and generous in their wealth. Ben has facilitated financial courses including Financial Peace University, Charting Your Legacy, and the Journey of Generosity (Generous Giving). In his personal time, Ben can be found either outside with his wife and two young children or building something around the house. He is an avid reader of books related to money, history, and theology.

Charitable giving & philanthropy Wealth management Intergenerational Families Parents Married/Couples/Partners
user avatar

Albert D

ChFC®, Series 63, Series 65

Wayne, PA

Vantage Advisors, LLC

Albert Dalby is a financial advisor with Vantage Advisors, LLC in Wayne, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience, including 23 years at Vanguard before joining Vantage Advisors in 2019. Vantage Advisors provides financial planning and consulting services to individuals, high-net-worth clients, trusts, small business owners, employer-sponsored retirement plans, and nonprofit foundations. The firm utilizes fundamental analysis, modern portfolio theory, and quantitative techniques to develop long-term investment strategies and offers advising on an hourly basis without discretionary trading authority or performance-based fees.

General retirement planning Founder/Business Owner
user avatar

Paul K

CFP®, ChFC®, Series 63, Series 65

East Fallowfield, PA

Altruistic Advisor LLC

Paul Kobilka is a CFP® and ChFC® with 11 years of experience in financial advising. He is the principal of Altruistic Advisor LLC, an independent firm he joined in 2024 after five years at Brookstone Wealth Advisors and prior roles at Mercer Global Advisors. Outside of his advisory work, he manages a rental property business. Altruistic Advisor LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm focuses on diversified, low-cost portfolios managed with a long-term orientation, and it is notable for offering retirement plan advisory and pension consulting services.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning
user avatar

Eric T

Series 65

Wayne, PA

Acadia Investment Advisors LLC

Eric Tornoe is a financial advisor at Acadia Investment Advisors LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Pfizer Inc. for 26 years before joining Acadia in 2019. His background also includes a brief tenure at Randstat Sourcing in 2019. Acadia Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, focusing on a small and concentrated client roster. The firm employs a blend of cyclical, fundamental, and quantitative analysis across equity-focused portfolios, using a variety of long-term, short-term, and options strategies.

Options & derivatives strategies Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")