YOUR LOCAL FINANCIAL PARTNER

Financial Advisor, Norristown PA

I’m Kevin Belskie, CFP®, a fee-based financial advisor, Norristown PA residents can sit down with directly. Honest, fiduciary planning with no commissions and no jargon, built entirely around your goals.

CFP® Professional

Fiduciary, always

Fee-only, no commissions

IN YOUR NEIGHBORHOOD

A Financial Advisor, Norristown Families Trust

Whether you are buying your first home, supporting family across generations, or mapping the path to retirement, I help Norristown households plan with discipline and clarity. Fiduciary, fee-based advice, always in plain language, always in your corner. As a fee-only fiduciary, I am held to the CFP® Board’s standards, and you can verify my certification anytime at cfp.net.

As the county seat, Norristown is the working heart of Montgomery County, home to Elmwood Park Zoo and generations of families building steadily. Good planning here is less about chasing the market and more about making every dollar work with purpose.

AREAS SERVED

East End, West End, Elmwood, Hartranft and greater Norristown

WHO I WORK WITH

Who I Help

I work with Norristown families building steadily, from first-time homeowners to households supporting parents and children at the same time. The focus is practical: making every dollar count and turning a solid income into real, lasting security.

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 Norristown?

Yes. I work with individuals and families across Norristown and nearby Plymouth Meeting, King of Prussia, Blue Bell, Conshohocken. In person around Main Street or by video, whichever is easier.

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

I am fully independent and fee-based, so there are no commissions. For Norristown 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 · King of Prussia · Blue Bell · Conshohocken · Eagleville

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.