YOUR LOCAL FINANCIAL PARTNER

Financial Advisor, Lafayette Hill PA

I’m Kevin Belskie, CFP®, a fee-based financial advisor, Lafayette Hill PA families can plan with directly. Fiduciary and independent, no commissions, just a plan built around your goals.

CFP® Professional

Fiduciary, always

Fee-only, no commissions

IN YOUR NEIGHBORHOOD

A Financial Advisor, Lafayette Hill Families Trust

Whether you are balancing college costs, caring for aging parents, or fine-tuning the last stretch before retirement, I help Lafayette Hill households keep the whole plan moving in the same direction. Fiduciary, fee-based, and always 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.

Tucked between Whitemarsh Valley and Fort Washington State Park, Lafayette Hill is a settled, green corner of Montgomery County full of long-tenured families. Planning here tends to span decades and generations, exactly the horizon good advice is built for.

AREAS SERVED

Whitemarsh, Miles Park, the Fort Washington edge and greater Lafayette Hill

WHO I WORK WITH

Who I Help

My Lafayette Hill clients tend to be settled families planning across decades, balancing college costs, aging parents and the last stretch before retirement. I help keep all of those moving pieces pointed in the same direction.

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 Lafayette Hill?

Yes. I work with individuals and families across Lafayette Hill and nearby Conshohocken, Plymouth Meeting, Blue Bell. In person near Whitemarsh or by video.

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

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

Conshohocken · Plymouth Meeting · 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.