YOUR LOCAL FINANCIAL PARTNER

Financial Advisor, Plymouth Meeting PA

I’m Kevin Belskie, CFP®, a fee-based financial advisor, Plymouth Meeting PA families can meet with face to face. Independent, fiduciary advice with no commissions and no product pitch, just a plan built around your life.

CFP® Professional

Fiduciary, always

Fee-only, no commissions

IN YOUR NEIGHBORHOOD

A Financial Advisor, Plymouth Meeting Families Trust

From equity comp and 401(k) decisions to college savings and the retirement runway, I help Plymouth Meeting households turn a strong income into a clear, unhurried plan. Every recommendation is fiduciary and fee-based, explained in plain language so you always know what you own and why. As a fee-only fiduciary, I am held to the CFP® Board’s standards, and you can verify my certification anytime at cfp.net.

Plymouth Meeting sits at the crossroads of the Blue Route and the Turnpike, a hub of corporate offices and busy commuter families. Between demanding jobs, growing kids and retirement on the horizon, most households here simply want someone to bring the whole picture together.

AREAS SERVED

Plymouth Meeting, Cold Point, Harmonville, Whitemarsh and the Germantown Pike corridor

WHO I WORK WITH

Who I Help

Many of my Plymouth Meeting clients are busy commuters and corporate employees juggling 401(k)s, benefits and family life. I help them pull scattered accounts into one plan so nothing important slips between work, kids and the mortgage.

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 Plymouth Meeting?

Yes. I work with individuals and families across Plymouth Meeting and nearby Conshohocken, Blue Bell, Lafayette Hill, Norristown. In person near the Plymouth Meeting Mall or by video, whichever fits your week.

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

I am fully independent and fee-based, so there are no commissions. For Plymouth Meeting 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 · Blue Bell · Lafayette Hill · Norristown · 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.