Connect with Top-Rated Financial Planners in West Chester!

FPA Wealth Management is a comprehensive wealth management firm that provides personalized investment consulting services and advanced financial planning to business owners, entrepreneurs, executives, and their families. For over 20 years, the firm has specialized in helping individuals and businesses align their wealth with their values and goals.

The New Wealth Project is a comprehensive financial planning service designed for motivated parents and professionals. The program helps clients progress towards more aligned priorities, confident decisions, and future wealth through a framework of critical decision making and a system of continual upgrade and growth. By connecting strategy with purpose, and offering both financial and life planning, The New Wealth Project impacts our clients' lives today and creates a ripple effect for years to come. The service includes the Personal Mission Builder, Cash Flow Roadmap, Capital Growth Formula, and Protection Solution, as well as ongoing advisory support through the Elite Engagement Program.

Bowen Asset Management LLC is a family-owned firm offering independent, fee-based financial advisory services. Co-principals Zack and Linda Bowen leverage their combined 50 years of Wall Street experience to provide personalized financial solutions tailored to each client's unique needs. Services include investment planning, retirement planning, 401(k) consulting, portfolio monitoring, college saving, estate management planning, and special needs planning. With a focus on building trust and fostering long-term relationships, Bowen Asset Management helps clients navigate life's financial transitions and achieve their financial goals.