Bargeld Financial
@bargeldfinancial.com
Fee-only fiduciary financial advisor serving Media, PA and Delaware County. Financial planning, investment management, tax planning, retirement planning, and more. Schedule a free call today. All your financial answered by a trusted, local financial Advisor in Media PA
Bargeld Financial's Company Logos
Bargeld Financial's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#1F1346
Haiti
31, 19, 70
254, 57, 17
56, 73, 0, 73
#888888
Gray
136, 136, 136
0, 0, 53
0, 0, 0, 47
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
About Bargeld Financial
Bargeld Financial is an independent, fee-only fiduciary registered investment adviser based in Media, Pennsylvania, serving individuals, families, and small businesses in Delaware County and across Pennsylvania. The firm brings financial guidance and related services together under one roof, with advice centered on clients’ needs and interests. Its offerings include personalized financial planning, investment and asset management, wealth management, and retirement planning.
Clients can also access tax planning, tax advising and preparation, including advanced tax strategies; insurance and risk management; asset protection; cash flow planning; budgeting and debt management; Social Security and employee benefits planning; and wealth transfer planning. For businesses and self-employed clients, services include tax support, business management consulting, bookkeeping, and fractional CFO services. Bargeld Financial describes its approach as integrating financial analysis, risk assessment, portfolio implementation and monitoring, and ongoing client relationship support.
The firm states that it charges a flat fee for investment advisory services rather than earning commissions, and highlights objective advice and partnerships with vetted professionals
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Finance
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