YOUR LOCAL FINANCIAL PARTNER

Financial Advisor, Bala Cynwyd PA

I’m Kevin Belskie, CFP®, a fee-based financial advisor, Bala Cynwyd PA professionals can plan with directly. Independent, fiduciary advice with no commissions, built around your career and your family.

CFP® Professional

Fiduciary, always

Fee-only, no commissions

IN YOUR NEIGHBORHOOD

A Financial Advisor, Bala Cynwyd Professionals Trust

From equity compensation and cash-flow planning to investments and retirement, I help Bala Cynwyd professionals turn a busy financial life into one clear plan. Fiduciary, fee-based, and explained so every piece makes sense. As a fee-only fiduciary, I am held to the CFP® Board’s standards, and you can verify my certification anytime at cfp.net.

Right on the Philadelphia city line, Bala Cynwyd blends a dense business district along City Avenue with quiet, leafy neighborhoods. Many households here juggle strong professional incomes with a foot in both city and suburb, and want a plan that keeps up.

AREAS SERVED

Bala, Cynwyd, the City Avenue corridor and Lower Merion

WHO I WORK WITH

Who I Help

I work with a lot of Bala Cynwyd professionals with a foot in both the city and the suburbs, strong incomes and busy lives. I help them turn equity comp, cash flow and investments into one plan that keeps up with them.

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 Bala Cynwyd?

Yes. I work with individuals and families across Bala Cynwyd and nearby Ardmore, Bryn Mawr, Wayne. In person along City Avenue or by video.

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

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

Ardmore · Bryn Mawr · 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.