YOUR LOCAL FINANCIAL PARTNER

Financial Advisor, Conshohocken PA

I’m Kevin Belskie, CFP®, an independent, fee-based financial advisor, Conshohocken PA residents can sit down with directly. No commissions and no sales pitch, just fiduciary advice built around your life and the goals behind it.

CFP® Professional

Fiduciary, always

Fee-only, no commissions

IN YOUR NEIGHBORHOOD

A Financial Advisor, Conshohocken Families Trust

Whether you are weighing a first home off Fayette Street, making sense of a new job’s equity package, or finally getting your retirement plan in order, I help Conshohocken households turn a strong income into lasting security. Every plan is fiduciary, fee-based and written in plain language, so you always understand what you own and why. We start with your life, not a product, and build from there. As a fee-only fiduciary, I am held to the CFP® Board’s standards, and you can verify my certification anytime at cfp.net

Conshohocken has become one of Montgomery County’s fastest-growing addresses, drawing young professionals and families to its riverfront offices and its quick ride into Center City. That mix of rising incomes, equity compensation and first homes is exactly where clear, unbiased planning earns its keep.

AREAS SERVED

West Conshohocken, Plymouth Meeting, Whitemarsh, Lafayette Hill and the greater Conshohocken riverfront

WHO I WORK WITH

Who I Help

I work with a lot of Conshohocken professionals early in their careers, first-time homebuyers along the river, and dual-income households trying to make the most of equity comp and a rising salary. If you have a good income and a growing list of financial questions, that is exactly my sweet spot.

HOW I HELP

Fiduciary, Fee-Based Financial Planning

Every engagement is the same independent, fee-based work I bring to clients across Montgomery County and the Main Line, with no commissions and no product sales. Whether you want a one-time comprehensive plan, ongoing wealth management, or hourly guidance, the advice is built entirely around your life. You can verify my CFP® certification directly with the CFP® Board.

Retirement Planning

Income, timing and a runway you can count on.

Investment Management

A portfolio built around your goals, not a model.

Tax Planning

Coordinating your whole tax picture (I am not a tax preparer).

Estate & Legacy

Making sure what you build passes the way you intend.

College Savings

Funding education without derailing retirement.

Social Security & Benefits

Timing and employer benefits worth thousands.

COMMON QUESTIONS

Questions I Hear a Lot

Read all frequently asked questions

Still have a question?

Ask it directly. No cost, no pressure, and no obligation to go further.

Do you work with clients in Conshohocken?

Yes. I work with individuals and families across Conshohocken and nearby Plymouth Meeting, Lafayette Hill, Norristown, Blue Bell. In person along the Schuylkill River corridor or by video, whichever suits you.

What does working with a fee-based financial advisor in Conshohocken cost?

I am fully independent and fee-based, so there are no commissions. For Conshohocken clients, comprehensive financial plans begin at $3,000, ongoing wealth management uses a transparent, tiered fee, and hourly consulting is $300 per hour. Every fee is agreed up front, with no surprises.

NEARBY AREAS

Serving the surrounding area

Plymouth Meeting · Lafayette Hill · Norristown · Blue Bell

Ready to plan with a local advisor?

Book a no-cost consultation. We will meet, talk through where you are, and see if we are a good fit. No pressure either way.