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Top Financial Planners In Philadelphia

January 11, 2013 7:00 AM

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Money
Finding a financial adviser can be a difficult task. With the fiscal cliff, an economy in turmoil and the havoc created by Bernie Madoff’s Ponzi scheme, it has never been more important to hire the right planner to suit your situation and goals. You want someone trustworthy, smart, driven and dependable. Here’s a list of the top financial planners in the Philadelphia area who will put your interests first.
Frederick Hubler, Jr.
Creative Capital Wealth Management
1220 Valley Forge Road Suite 3
Phoenixville, PA 19460
(610) 560-2003
www.ccwmg.comVoted the top financial adviser by Main Line Philly in 2012, Frederick Hubler, Jr. focuses on the individual. He services fewer than 100 clients, each with an average of $500,000 of assets under management. The NFL Players Association’s extremely competitive financial planners program accepted Hubler in 2008 from a pool of 55,000 applicants. With that feather in his cap, he specializes in retirement income management and alternative investments for business owners and professional athletes.

Joseph Murray
First Financial Group
2 Bala Plaza 9th Floor
Bala Cynwyd, PA 19004
(610) 766-3026
www.thefirstfinancialgroup.comJoseph Murray is dedicated to spending time with his clients in order to really understand the concerns and goals of the people who put their trust in him. And with fewer than 50 clients, he has that ability. Estate and retirement planning are his specialties, as well as investment analysis and business succession strategies. Even when assets seem small, Murray suggests everyone have an estate plan in place.

Related: Elder Law And Estate Planning

Denise Wine
Connelly Wealth Management of Wells Fargo advisers
2093 Dutton Mill Road
Newtown Square, PA 19073
(610) 993-9200
www.connelly.wfadv.comWith average assets of $2 million per client under management, Denise Wine knows what it takes to shine as a financial adviser. She manages about 100 clients and specializes in estate, investment and trust planning. Additionally, the former marketing manager provides charitable foundation investment services and executive compensation advice. While Wine does not cater solely to women, she gains enormous satisfaction in aiding women who need a plan for events such as death and divorce.

Related: Blog: Wells Fargo Offers Customers Free Credit Score

Rachel R. Cohen
Cohen & Sutcliffe Group, Morgan Stanley Smith Barney
1 Tower Bridge
100 Front St. Suite 600
West Conshohocken, PA 19428
(610) 260-7385
www.morganstanley.comRachel Cohen is vice president at Morgan Stanley Smith Barney. As a young female in a highly competitive business, it’s only fitting she specializes in servicing high-net-worth female professionals, executives and business entrepreneurs. She’s a board member of the Forum of Executive Women in Philadelphia who aims to educate her female counterparts. She advises 90 clients with an average of $1.01 million in assets under management.

Tim Flatley
Sterling Investment advisers
1055 Westlakes Drive Suite 150
Berwyn, PA 19312
(610) 560-0400
www.sterling-advisers.comAs head of his firm and chairman of the Mid-Atlantic Angel Group Fund of Philadelphia, Flatley is committed to servicing the needs of entrepreneurs and newly formed businesses. He is devoted to his clientele of 35 individuals and business owners who average $1 million of assets under management. Stock selection, asset allocation, independent wealth advising and estate management are his forte.

Susan DeFeo has been a professional writer since 1997. She served as a community events columnist for New Jersey’s “Cape May County Herald” for more than a decade. A writer for numerous online publications, Susan has covered health, fitness, beauty and travel, all subjects that are near and dear to her as a married mother of seven children. Her work can be found at Examiner.com.

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