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Financial Advisors in Audubon, PA

Audubon sits in Montgomery County, a few minutes from King of Prussia and Valley Forge. Soradin lists 22 financial advisors based here. Most work at a handful of local firms: Valley Forge Investment Consultants has seven advisors listed, Thrive Wealth Management six, and M Holdings Securities four. That mix means you'll find both independent planners and advisors attached to larger networks within a short drive. Every advisor listed holds a current registration. If you're looking for retirement planning, investment management, or help coordinating a financial plan with an estate lawyer, start with the profiles below and message the ones whose approach fits how you like to work.

Updated Sep 2026

How to choose a financial advisor in Audubon

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Brett Keller

Financial Advisor

Valley Forge Investment Consultants, Inc.

Audubon, PA

ProfileNo contact yet

Nicole Kelly

Financial Advisor

VALLEY FORGE INVESTMENT CONSULTANTS, INC.

Audubon, PA

ProfileNo contact yet

Steven Baymor

Financial Advisor

VALLEY FORGE INVESTMENT CONSULTANTS, INC.

Audubon, PA

ProfileNo contact yet

Connor Kenny

Financial Advisor

Valley Forge Investment Consultants, Inc.

Audubon, PA

ProfileNo contact yet

Jack Green

Financial Advisor

THRIVE WEALTH MANAGEMENT, LLC

Audubon, PA

ProfileNo contact yet

Sean Hess

Financial Advisor

M Holdings Securities, Inc.

Audubon, PA

ProfileNo contact yet

Timothy King

Financial Advisor

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

Audubon, PA

ProfileNo contact yet

Michael Maher

Financial Advisor

VALLEY FORGE INVESTMENT CONSULTANTS, INC.

Audubon, PA

ProfileNo contact yet
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Frequently asked questions

What do financial advisors in Audubon typically help with?
Advisors in Audubon, PA commonly help with retirement planning, investment management, and coordinating a plan with tax and estate professionals. Check each profile for how they work and what they focus on.
How should I choose a financial advisor in Audubon?
Ask how they are paid and whether they act as a fiduciary. Note the firm on the profile (network vs independent), ask what clients they usually serve, and message two or three to compare.
Are the advisors listed on Soradin registered?
Listings on Soradin are for professionals with public profiles on the marketplace. Always confirm current registration and licensing details with the advisor before you engage them.