YOUR LOCAL FINANCIAL PARTNER

Financial Advisor, Eagleville PA

I’m Kevin Belskie, CFP®, an independent, fee-based financial advisor, Eagleville PA families 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, Eagleville Families Trust

Whether you are deciding how much house to keep, weighing what the Methacton years will cost, or working out whether retirement is genuinely within reach, I help Eagleville households turn steady earning 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.

Eagleville sits at the centre of Lower Providence Township, a settled community where most families stay for decades rather than years. Between Methacton schools, the Route 422 commute and homes that have quietly built real equity, the planning questions here are usually about making a long runway count.

AREAS SERVED

Eagleville, Trooper, Audubon, Evansburg, Yerkes and the wider Lower Providence Township

WHO I WORK WITH

Who I Help

Many of my Eagleville clients are long-tenured professionals and Methacton families who have built real equity in a home and a retirement account and now want a plan that ties the two together. If you are ten or fifteen years out and want to know whether you are genuinely on track, 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 Eagleville?

Yes. I work with individuals and families across Eagleville and nearby Norristown, King of Prussia, Blue Bell and Plymouth Meeting. In person across Lower Providence and the Route 422 corridor, or by video, whichever suits you.

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

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

Norristown · King of Prussia · Blue Bell · Plymouth Meeting

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.