Find Top Financial Advisors Near Milford, Pennsylvania
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MCCLARREN FINANCIAL ADVISORS
State College, Pennsylvania
Mcclarren Financial Advisors, based out of State College, PA, is a reputable local investment advisory firm with a track record of excellence. With a team of seven highly skilled professionals, they specialize in providing comprehensive investment advisory services to their diverse clientele.
The firm boasts an impressive average of $169,520,000 in assets under management per investment advisor, which surpasses the industry average, reflecting their expertise and ability to generate significant returns for their clients. Their compensation structure is flexible, incorporating various methods such as a percentage of assets under management and hourly charges to ensure alignment with their clients' needs.
With over 160 individual clients, Mcclarren Financial Advisors manages a substantial total of $278,112,000 in assets. Notably, nearly half of their assets under management originate from employer 401Ks or individuals, indicating their strong foothold and expertise in this area. An impressive 84% of the assets they oversee are discretionary, exemplifying their clients' trust in their judgment and decision-making abilities.
Operating from two offices, Mcclarren Financial Advisors serves clients with dedication and a personalized approach. The firm takes pride in its team of experienced professionals, including Jeffrey Mcclarren, Jennifer Anderson, and Gregory Reeder, some of the longest tenured advisors at the firm. Their combined wealth of knowledge and expertise ensures that clients receive top-notch financial advice and tailored investment strategies.
Whether individuals are seeking long-term investment planning, retirement advice, or portfolio management, Mcclarren Financial Advisors stands as a trusted partner, committed to helping clients achieve their financial goals.
ABUNDANCE WEALTH COUNSELORS, LLC
State College, Pennsylvania
Abundance Wealth Counselors, LLC, based out of State College, PA, is a reputable investment advisory firm catering to individuals seeking professional financial guidance. With a team of 26 dedicated employees, including nine skilled investment advisors, the firm ensures personalized wealth management services for its clients. Leveraging their expertise, Abundance Wealth Counselors assists clients in managing their assets effectively.
The firm boasts an impressive average of approximately $93,650,000 in assets under management per investment advisor, aligning well with the industry average. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency.
With over 230 individual clients, Abundance Wealth Counselors manages a substantial portfolio of assets worth more than $1,068,883,000. Demonstrating their commitment to client satisfaction, the firm handles 100% of the managed assets on a discretionary basis, providing clients with peace of mind and expert decision-making.
In addition to investment advisory services, Abundance Wealth Counselors offers a range of complementary services, including insurance brokerage, legal counsel, and representation. This comprehensive approach allows clients to access a diverse set of financial resources and expertise under one roof.
Based out of State College, PA, Abundance Wealth Counselors operates from a single office, providing a local touch to their services. The firm takes pride in its experienced team, with notable long-standing advisors such as John Schaffer, Jamie Felker, and Richard Defluri, who contribute their extensive knowledge and insight to the company's success.
Abundance Wealth Counselors, LLC strives to empower individuals and help them achieve financial abundance through sound investment strategies and personalized financial guidance.
VICUS CAPITAL, INC.
State College, Pennsylvania
VICUS CAPITAL, INC. is a highly reputable regional investment advisory firm headquartered in State College, PA. With an impressive track record, they have garnered the trust of over 3,680 individual clients, overseeing a substantial $2,014,773,000 in assets under management. This success can be attributed to their deep expertise in managing employer 401Ks and individual portfolios, which account for approximately half of their assets under management.
With 41 offices strategically located across the region, VICUS CAPITAL, INC. ensures accessibility and personalized service for their diverse client base. The firm takes pride in its team of 87 experienced professionals, all of whom are dedicated to delivering exceptional investment advisory services. With an average of $23,160,000 in assets under management per investment advisor, VICUS CAPITAL, INC. demonstrates their commitment to providing individualized attention and tailored investment strategies.
One of the distinguishing aspects of VICUS CAPITAL, INC. is their discretionary management approach, which allows them to make investment decisions on behalf of their clients, accounting for a remarkable 93% of the assets they manage. This approach empowers their clients with the confidence that their investments are in capable hands.
VICUS CAPITAL, INC. boasts a versatile compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees, ensuring a transparent and flexible approach to suit different client needs. Notably, some of the longest tenured advisors at the firm, such as John Sulick, Paul Morgis, and Randy Hoover, contribute their extensive expertise, further strengthening the firm's solid foundation.
With a proven track record, a client-centric approach, and a team of dedicated professionals, VICUS CAPITAL, INC. continues to provide exceptional investment advisory services and build lasting relationships with their clients in the State College, PA region and beyond.
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VICUS CAPITAL, INC.
State College, Pennsylvania
VICUS CAPITAL, INC. is a highly reputable regional investment advisory firm headquartered in State College, PA. With an impressive track record, they have garnered the trust of over 3,680 individual clients, overseeing a substantial $2,014,773,000 in assets under management. This success can be attributed to their deep expertise in managing employer 401Ks and individual portfolios, which account for approximately half of their assets under management.
With 41 offices strategically located across the region, VICUS CAPITAL, INC. ensures accessibility and personalized service for their diverse client base. The firm takes pride in its team of 87 experienced professionals, all of whom are dedicated to delivering exceptional investment advisory services. With an average of $23,160,000 in assets under management per investment advisor, VICUS CAPITAL, INC. demonstrates their commitment to providing individualized attention and tailored investment strategies.
One of the distinguishing aspects of VICUS CAPITAL, INC. is their discretionary management approach, which allows them to make investment decisions on behalf of their clients, accounting for a remarkable 93% of the assets they manage. This approach empowers their clients with the confidence that their investments are in capable hands.
VICUS CAPITAL, INC. boasts a versatile compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees, ensuring a transparent and flexible approach to suit different client needs. Notably, some of the longest tenured advisors at the firm, such as John Sulick, Paul Morgis, and Randy Hoover, contribute their extensive expertise, further strengthening the firm's solid foundation.
With a proven track record, a client-centric approach, and a team of dedicated professionals, VICUS CAPITAL, INC. continues to provide exceptional investment advisory services and build lasting relationships with their clients in the State College, PA region and beyond.
AVAIL INVESTMENT PARTNERS, LLC
Lemont, Pennsylvania
Avail Investment Partners, LLC is a reputable small investment advisory firm located in Lemont, PA. With a single office, they provide personalized financial guidance to their clients. The firm consists of a total of eight employees, four of whom specialize in investment advisory services, demonstrating their commitment to delivering expert advice.
Each investment advisor at Avail Investment Partners, LLC manages an average of approximately $22,690,000 in assets under management, showcasing their ability to handle substantial portfolios and deliver effective investment strategies.
Their compensation structure is diverse, offering clients the flexibility to choose from various types of fees, including a percentage of assets under management, hourly charges, and fixed fees. This comprehensive approach ensures that clients have options that align with their specific financial needs and preferences.
While 401K and individual accounts account for less than 30% of their assets under management, Avail Investment Partners, LLC possesses the capability to effectively manage employer funds, providing comprehensive financial solutions.
Impressively, 100% of the assets they manage are discretionary, reflecting the high level of trust their clients place in their expertise and decision-making abilities. This discretionary approach allows Avail Investment Partners, LLC to make informed investment decisions on behalf of their clients, tailored to their individual financial goals.
The majority of the assets they manage are for high-net-worth individuals, further highlighting their specialization in catering to the unique needs of affluent clients.
With over 60 individual clients, Avail Investment Partners, LLC oversees more than $90,776,000 in assets under management, demonstrating their proven track record and ability to manage significant financial portfolios effectively.
TOWER WEALTH PARTNERS
Lewisburg, Pennsylvania
Tower Wealth Partners is a reputable investment advisory firm headquartered in Lewisburg, PA. With over 480 individual clients and a staggering $259,248,000 in assets under management, they have built a strong presence in the financial industry. This small yet formidable firm operates from a single office and offers their expertise in managing employer 401Ks and individual investments, showcasing their extensive experience in this field.
Impressively, 93% of the assets Tower Wealth Partners manages are discretionary, highlighting their ability to make independent investment decisions on behalf of their clients. The firm's compensation structure is flexible, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have options that suit their specific needs.
Tower Wealth Partners boasts a dedicated team of eight employees, three of whom are investment advisors. Their average assets under management per investment advisor amount to approximately $86,420,000, aligning with the industry average. The firm takes pride in the expertise and longevity of their advisors, with notable names like Jared Kohl, Darin Koss, and Haley Koss among their most experienced professionals.
As a trusted partner in wealth management, Tower Wealth Partners is committed to providing personalized financial advice and superior service to their diverse client base. With their extensive track record and skilled team, they continue to establish themselves as a leading force in the financial advisory industry.
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