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Advisors near 19025

Out of 400,000+ nationwide

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Matthew C

Series 66

Bensalem, PA

Conroy Capital LLC

Wealth management Passive / index investing
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Adam A

Series 66

Newtown, PA

Premier Prosperity Advisors LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Jeffrey B

Series 63, Series 65

Newtown, PA

Paladin Retirement Advisors

General retirement planning Retirement income strategy Founder/Business Owner
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Eric T

Series 65

Wayne, PA

Acadia Investment Advisors LLC

Options & derivatives strategies Active portfolio management
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Jason R

Series 63, Series 66

Ambler, PA

Revland Wealth Advisors

Private / alternative investments Options & derivatives strategies

David T

CFP®

Bryn Mawr, PA

Earndex, LLC

I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner Self-Employed
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Phyllis S

CFP®, CFA®, Series 65

Moorestown, NJ

Arrington Financial Advisors, LLC

General retirement planning Income planning Wealth management Active portfolio management Passive / index investing
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Joseph A

Series 63, Series 65

Langhorne, PA

City Investment Advisors, Inc.

Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy Active portfolio management Retired
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Michael S

Series 63, Series 65

Doylestown, PA

Solebury Asset Management LLC

Active portfolio management Options & derivatives strategies
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Michael P

CFA®

Devon, PA

CapRidge Advisors

Active portfolio management Options & derivatives strategies Tax-loss harvesting
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