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Find Retirement Advisors for Retirement Planning in Fort Washington, Pennsylvania

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Fort Washington, Pennsylvania

Last Updated - March 28, 2026

Fort Washington has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Fort Washington, Pennsylvania have an average of 20 years of experience.

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List of Qualified Retirement Planning Advisors in Fort Washington, Pennsylvania

VERIFIED

Mike Weber
CFP^®
Edelman Financial Engines, LLC - tariktest

Qualifications
CRD# 4970493
Firm CRD# 134184
Series 65

Minimum Assets Required
Not Specified

Address

470 Norristown Road,
Suite #305,
Blue Bell, PA 19422 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Sequoia Financial Group

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Address

1205 Westlakes Dr., Suite 270,
Berwyn, PA 19312 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Frank Lepore
Bleakley Financial Group

Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee

Find An Advisor

Top 6 Retirement Planning firms in Fort Washington, Pennsylvania (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	601 Office Center Drive, Suite 300 Fort Washington, PA, 19034-3232	$17,218,143,141	203427	1297	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
2	601 Office Center Drive, Suite 300 Fort Washington, PA, 19034-3232	$7,095,906,836	22363	705	A percentage of AUM, Fixed fees
3	500 W Office Center Drive, Suite 300 Fort Washington, PA, 19034	$392,766,587	1829	29	A percentage of AUM, Hourly charges
4	580 Virginia Drive, Suite 310 Fort Washington, PA, 19034	$300,812,331	988	7	A percentage of AUM, Hourly charges, Fixed fees
5	500 Office Center Drive, Suite 400 Fort Washington, PA, 19034	$283,061,181	990	15	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
6	512 S. Bethlehem Pike, Fort Washington, PA, 19034	$248,745,290	619	5	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Fort Washington, Pennsylvania

LINCOLN INVESTMENT

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QualificationsFirm CRD# 519

Assets Under Management $17,218,143,141

No. Of Clients203427

Clients Per Financial Advisor157

LINCOLN INVESTMENT is a financial advisory firm situated in Fort Washington, Pennsylvania. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 203427 clients. The team consists of 1297 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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CAPITAL ANALYSTS

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QualificationsFirm CRD# 162200

Assets Under Management $7,095,906,836

No. Of Clients22363

Clients Per Financial Advisor32

CAPITAL ANALYSTS is a financial advisory firm situated in Fort Washington, Pennsylvania. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22363 clients. The team consists of 705 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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THRIVE CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 281347

Assets Under Management $392,766,587

No. Of Clients1829

Clients Per Financial Advisor63

THRIVE CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Fort Washington, Pennsylvania. With a nearly $393M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1829 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

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PROSPERITY ADVISERS, LLC

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QualificationsFirm CRD# 282998

Assets Under Management $300,812,331

No. Of Clients988

Clients Per Financial Advisor141

PROSPERITY ADVISERS, LLC is a financial advisory firm situated in Fort Washington, Pennsylvania. With a nearly $301M assets under management, the firm specializes in crafting personalized retirement planning solutions for 988 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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EQUITA FINANCIAL NETWORK, INC.

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QualificationsFirm CRD# 277031

Assets Under Management $283,061,181

No. Of Clients990

Clients Per Financial Advisor66

EQUITA FINANCIAL NETWORK, INC. is a financial advisory firm situated in Fort Washington, Pennsylvania. With a nearly $283M assets under management, the firm specializes in crafting personalized retirement planning solutions for 990 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

FUHRMAN MANAGEMENT ASSOCIATES, INC.

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QualificationsFirm CRD# 121193

Assets Under Management $248,745,290

No. Of Clients619

Clients Per Financial Advisor124

FUHRMAN MANAGEMENT ASSOCIATES, INC. is a financial advisory firm situated in Fort Washington, Pennsylvania. With a nearly $249M assets under management, the firm specializes in crafting personalized retirement planning solutions for 619 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Other (ADVISORY SERVICES FOR RETIREMENT PLANS, 401(K)S AND CERTAIN 529 PLANS)

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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