YOUR LOCAL FINANCIAL PARTNER

Financial Advisor, Ardmore PA

I’m Kevin Belskie, CFP®, a fee-based financial advisor, Ardmore PA families can sit down with directly. Fiduciary and independent, no commissions, just advice built around your life on the Main Line.

CFP® Professional

Fiduciary, always

Fee-only, no commissions

IN YOUR NEIGHBORHOOD

A Financial Advisor, Ardmore Families Trust

Whether you are buying on the Main Line, funding education, or building toward retirement, I help Ardmore households plan with clarity and discipline. Every recommendation is fiduciary, fee-based and written in plain language. As a fee-only fiduciary, I am held to the CFP® Board’s standards, and you can verify my certification anytime at cfp.net.

Ardmore is one of the Main Line’s most walkable towns, anchored by Suburban Square, one of the country’s first shopping centers. It draws a lively mix of young families and long-time residents, all wanting their money to support the life they actually lead.

AREAS SERVED

Ardmore, Suburban Square, South Ardmore and Lower Merion

WHO I WORK WITH

Who I Help

Many of my Ardmore clients are young Main Line families and long-time residents who want their money to support the life they actually lead, from buying a home to funding education and building toward retirement.

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 Ardmore?

Yes. I work with individuals and families across Ardmore and nearby Bryn Mawr, Bala Cynwyd, Wayne. In person around Suburban Square or by video.

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

I am fully independent and fee-based, so there are no commissions. For Ardmore 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

Bryn Mawr · Bala Cynwyd · Wayne

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.