Top Financial Advisors in Newtown, PA

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At the top of the list, Main Street Financial Solutions is a fee-based firm offering a range of advisory services for fixed or annual fees. Some of Main Street's advisors can also earn commissions from selling insurance products. This may create a potential conflict of interest, but advisors have the fiduciary duty to put client interests first.

Founded in 2002 and owned by Brett Danko, Main Street offers portfolio management and financial planning and consultation services. The firm’s financial planning services may also encompass some of the following areas of planning that include retirement planning, business planning, insurance planning, college savings planning and estate planning. 

Main Street generally invests client assets in mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, independent investment managers and options. The firm strives to increase investment return by using multiple asset classes in its portfolio construction. The firm's website notes that it ensures each client’s investment objectives align with the investment strategies employed by advisors.

JMAC Enterprises actually does business under two other firm names, both of which operate out of the same office. These related firms are called Brick House Strategic Wealth and JW Nova Wealth Partners. If you want to open an account with either of these firms, you’ll likely need at least $500,000 in investable assets. The firm may be willing to waive this minimum, though.

As a fee-based firm, some of the advisors at JMAC’s related firms can sell insurance products to clients for a commission. While this presents a potential conflict of interest, the firm’s fiduciary duty means it must act in your best interest. Financial planning services here can morphed into whatever the client needs. Things are similar with the firm’s investment management services, which are customized according to your needs.

When you become a client of JMAC, you’ll work with an advisor to build an investor profile for yourself. This will help the firm to create a plan for your investment portfolio that fits your overall situation. For instance, they’ll take into account your risk tolerance, time horizon, long-term goals, income needs and more.

According to the firm’s Form ADV, it typically invests in some combination of individual stocks and bonds, mutual funds, exchange-traded funds (ETFs) and independent managers.

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Fee-only financial advisor firm Towercrest Capital Management serves almost entirely non-high-net-worth and high-net-worth individuals. It also maintains advisory relationships with other investment advisors. The independent firm may also offer net worth analysis, tax planning, estate planning, risk management and retirement planning services. 

The firm describes its investment approach as one that combines “top-down” and “bottom-up” strategies to minimize risk and generate significant return. On its website, Towercrest also says it believes capital markets are more efficient over long-term periods. 

The firm generally uses ETFs when building client portfolios, and it employs four key investment methods: portfolio diversification, tactical asset allocation, macroeconomic factor analysis and portfolio rebalancing.

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Brick & Kyle Associates, also known as Brick Wealth Management, is a fee-based firm offering various advisory services to high-net-worth and non-high-net-worth individuals. It also works with some charitable organizations. The firm requires a minimum account balance of $250,000.

In business for more than 30 years, Brick Wealth is a family-owned investment firm offering portfolio management and financial planning services. The firm also provides tax and retirement planning services. The firm gives retirees and pre-retirees access to individual retirement counseling and retirement education seminars.

Brick Wealth chiefly uses equity, fixed income and balanced portfolio strategies to achieve capital appreciation. The firm says on its website that it allocates assets across different asset classes in to enhance its investment return rates. Brick Wealth says it may also diversify portfolios to reduce volatility.

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Innova Wealth Partners is a fee-based firm that works with a majority non-high-net-worth individuals. There are also some high-net-worth clients, plus a small number of corporate pension and profit-sharing plans. The minimum account size here is $100,000, though this is waivable. Services offered at the firm include investment supervisory services, asset allocation, portfolio monitoring and educational seminars.

Though the firm itself does not earn commissions, some advisors do earn commissions for selling insurance products. This is a potential conflict of interest, but the firm has a fiduciary duty to always act in the best interests of its clients.

Long- and short-term trading are used by advisors at Innova. Most of the money at the firm, around 84% is invested in mutual funds. Around 10% is invested in stocks, and the rest is in bonds and cash holdings.

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Crossgate Wealth Advisors is a fee-only SEC-registered adviser serving primarily individuals, high-net-worth individuals, and trusts/estates. Crossgate indicates it generally does not impose a strict account minimum, though it may decline engagements that aren’t economical for the client. Core services include ongoing portfolio management and financial planning or consulting.

Fees align with this service mix. Stand-alone financial plans are billed hourly at $250, with a stated maximum total quoted up front; the brochure notes most plans take around 10 hours, implying $2,500–$5,000 depending on complexity. Investment management uses a tiered asset-based schedule, billed quarterly in arrears and ranges from 0.20% to 1.00% of annual AUM.

Portfolio construction relies on fundamental analysis and open-architecture implementation, primarily using no-load mutual funds and ETFs across asset classes, and individual securities where appropriate. Crossgate monitors portfolios quarterly, including performance reviews and Morningstar category comparisons, and can accommodate ESG preferences at the client’s direction. 

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JW Nova primarily works with retail investors (individuals and families). The firm provides both discretionary and non-discretionary portfolio management and states no minimum account size. Monitoring of client accounts is part of the standard service. Core offerings include ongoing portfolio management and financial planning. Planning commonly spans retirement, tax, estate, insurance and related needs, with an emphasis on education and long-term relationships.

For portfolio management, JW Nova charges asset-based fees that are deducted quarterly in advance (with a similar cadence for pension/plan consulting). The firm also uses fixed fees for certain planning engagements, which vary with the expected scope of work, and fees for any third-party manager depend on the specific provider.

JW Nova says it limits the types of investments it recommends to what’s needed to build an appropriate portfolio, but does not limit recommendations to proprietary products. Implementation can include common securities and account type, such as stocks, bonds, IRAs and variable annuities, alongside planning-driven allocation and periodic reviews.

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46 Peaks is a fee-only firm that works with a nearly even split of high-net-worth and non-high-net worth individual investors. Services include investment management, financial planning, insurance and retirement plan consulting.

The minimum account size varies based on the type of account, but is generally either $100,000 or $500,000. Fees are based on a percentage of assets under management.

Most of the money at 46 Peaks is invested in mutual funds. Individual stocks are also used extensively, making up around a quarter of all investment. No individual bonds are used as part of investment plans.

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Vericrest Private Wealth only works with high-net-worth individuals. Unsurprisingly, the firm requires a minimum account balance of $1 million to engage in services. The firm, however, can choose to waive this requirement. Services at Vericrest include general and specific financial planning, investment management and specialized retirement planning.

As a fee-only firm, Vericrest earns compensation solely from clients. This means that the advisory team does not collect any compensation from third-party financial services firms for investing client assets in their products.

Vericrest Private Wealth manages and evaluates portfolios based on client goals and objectives. This includes going over your personal risk tolerance, time horizon, income needs, financial goals and any other applicable factors.