Simplify YourFinancial Life
By integrating comprehensive financial planning and investment management, we'll help you grow, manage, and protect your wealth so you can pursue your dreams.
Certified & Trusted
Scranton Wealth Advisors
Trusted Financial Guidance in Northeastern Pennsylvania
1990
Trusted Since
35+ Years Serving Scranton Families
Tailored Wealth Management Strategies
That Put Your Interests First.
"As independent, fiduciary financial advisors we have the freedom to develop your financial plan and investment strategy without conflicts of interest. We are not here to sell you products."
35+ Years
Decades-long breadth of experience to handle any situation
Fiduciary
We put your best interests ahead of our own
$1B+ AUM
Size and scale to our clients' benefit
CFP®
The gold standard in financial planning expertise
Holistic
Full range of wealth management services
Is Scranton Wealth Advisors the right choice for your financial future?
Find out if we're a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We make it easy to speak with our wealth advisors – meet by phone, in-person, or online.
Total Wealth Management Solutions in Scranton
At Scranton Wealth Advisors, our financial advisors go beyond just managing your investments – we provide comprehensive wealth management solutions. We integrate all aspects of your financial life, enabling us to advise you on your whole picture.
For more details, click on the pie chart below.
Total Wealth
Management
Financial Planning
Entering retirement without a financial plan is like building a house without blueprints: the ultimate result may not be what you envisioned. By modeling your financial life, we can alter key aspects of the plan to see the impact before you actually make any changes.
The financial planning process begins by understanding who you are and what matters most in your life. We'll tailor detailed attention to uncover your goals and create personalized recommendations to your unique situation. Whether you're planning for retirement, college, a major life change, or anything in between, we have you covered!
Real-Time Market Dashboard
Track major indices, sector performance, economic indicators, and build your personalized stock watchlist—all with live data that updates every 60 seconds.
- S&P 500, Dow Jones & Nasdaq
- Sector Performance Analysis
- Personalized Stock Watchlist
- Economic Indicators
Interactive Financial Calculators
Plan your financial future with our suite of interactive calculators. Visualize your retirement savings, explore the power of compound interest, and project your investment growth—all with real-time charts and insights.
Retirement Savings
Calculate your monthly savings target
Compound Interest
See your wealth grow over time
Investment Growth
Project portfolio growth with inflation adjustments
What's Your Financial Health Score?
Take our comprehensive 5-minute assessment to discover your financial health score across 6 key areas and receive personalized recommendations from our expert advisors.
- 100% Free & Confidential
Quick, easy, and completely secure
- Personalized Results
Get your score and tailored recommendations
- Expert Guidance
Option to discuss results with an advisor
We'll Assess:
Savings & Emergency Fund
Investment Strategy
Debt Management
Retirement Planning
Insurance & Protection
Estate Planning
Download Your Free Financial Planning Guide Today
We've developed these financial planning and investing guides to help in your pursuit of a successful financial future.
5 STEP
RETIREMENT
INCOME PLAN
5 Step Retirement Income Plan
10 Principles of
Successful
Investing
10 Principles of Successful Investing
5 BENEFITS OF
HIRING A FIDUCIARY
FINANCIAL ADVISOR
5 Benefits of Hiring a Fiduciary Financial Advisor
Meet Your Trusted Fiduciary Financial Advisors in Scranton, PA
We're a team of Certified Financial Planner™ professionals delivering objective financial advice and total wealth management. As fiduciary financial advisors, we adhere to the highest legal and ethical standards, and put your interests ahead of our own.
This fiduciary duty is an important distinction. As much as financial advisors claim to be client-centric, most are simply not.
We work on a fee-only basis and do not sell products or accept commissions. This means our advice is always unbiased and in your best interest.
Simplify Your Financial Life
We'll give you peace of mind with our total wealth management solution.
Financial Planning
Planning your financial future is a life-long process to manage your financial plan, adjust as your life evolves
Evidence-Based Investing
We build investment portfolios based on the latest research on financial markets. Decades of research guide our strategy.
Ongoing Monitoring
Rest easy knowing we'll keep you updated on changes to your investments and monitoring your financial plan.
Unlimited Support
We'll meet with you regularly in-person, by phone, email, or whenever works best for your schedule and needs.