Bargeld Financial is Media, PA's Fiduciary Financial Advisor—Serving Delaware County Individuals, Families, and Small Businesses with Investing, Financial Planning, Tax Planning and Retirement Services.

Financial Planning, Investment Advisory, Wealth Management and Tax Advisory Services

Helping individuals and families build, manage, and protect their financial future through personalized strategies.

Investment & Asset Management

Our Financial Services:

Financial Planning

Retirement Planning

Wealth Management Services

Wealth Transfer Planning

Advanced Tax Planning, Tax Advising & Tax Preparation

Insurance, Risk Management & Asset Protection Services

Cash Flow Planning Services

Budgeting & Debt Management Services

Social Security Benefits Planning

Employee Benefits Planning

Business Management Consulting, Bookkeeping & Fractional CFO Services

Explore Our Event & Retirement Savings Calculator

At Bargeld Financial, we provide tailored financial advisory and consultancy services designed to help clients achieve long-term financial independence through disciplined planning and investment management. As a fiduciary adviser, captive sale of any singular product may contravene our commitment to always putting our clients' interests above all else in everything we do.

As a result, we do not hawk any captive-arrangement-product. We do, instead, offer only one thing:

In the frame of helping our clients secure peace of mind, we provide a comprehensive list of financial services meant to hand you resources to help you address your everyday financial concerns. The road to sound financial wellbeing has traditionally passed through a multiplicity of financial professionals, forcing people to juggle relationships with professionals such as financial advisors, investment managers, estate planners, accountants, education planners, bookkeepers, social security benefits professionals, etc.

This model of personal financial resource management is long gone. And, people who insist on resisting the transition to a "one-stop-shop" personal financial planner and wealth manager model will continue to pay for overpriced services and people, who no longer add value to your attainments on your financial journey.

Bargeld Financial provides Delaware County, PA residents and businesses—and Pennsylvania businesses and residents, in general—a unique opportunity to bring all personal and business financial concerns under a singular umbrella of fiduciary financial advisory excellence. With Bargeld Financial, you get the best advice in all aspects of your personal finances or your businesses' finances, without either "breaking the bank" or surrounding to shakedown, which shatters your Peace of Mind. Bargeld Financial is a fiduciary registered investment adviser. This means we put your interest (the client's interest) above all else in everything we do. This reality has the following unmistakable meaning: A client who truly cares about their own personal financial wellbeing must ONLY EVER work with a fiduciary financial adviser line BARGELD FINANCIAL.

If you wish to either start, or continue your personal financial journey with financial guidance which puts you at the center of all decision-making, then schedule a call today, or click on any of the services below to learn more about how working with Bargeld Financial can help you stay on, or merge onto, a path of excellent financial advice and robust engagement with your personal financial goals.

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We would also appreciate the chance to reach out and see how we can best work together to help you reach your goals of:

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Get a Consultation

Check out our retirement calculator to better understand what you retirement savings could be

Start, or continue, your financial journey with Bargeld Financial because at BARGELD, we raise the BAR on supporting individual and community financial growth. At Bargeld Financial, financial planning happens with an eye toward short-term, medium-term and long-term financial success.

Take the Next Step in Your Financial Journey... Because, in one's Financial Journey, Being on Track Makes all the Difference

What will you do with your $2.4 Million?

Our Vertical Partnership Management Model Entails Integrated Systems and Processes, and Industry Professionals Committed to Helping You Attain Your Financial Goals

'No Tax on Tips Act.' What is it? How Will it Affect Me? What Can I do to Manage this Law's Possible Unintended Consequences?

Financial Planning and Analysis & Suitability Determination

Portfolio Implementation & Monitoring

Post-Implementation Client Relationship Maintenance

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Client-Needs-Centered Asset Management

At Bargeld Financial, the client's needs are at the center of all decision-making

With the client being at the center of our decision-making, we are able to provide our clients personalized experience

Because Bargeld Financial is a fiduciary, we always put our clients' interests above all else

Personalized Client Experience

Why Individuals and Businesses Choose Bargeld Financial?

Fiduciary Management

• Duty of Care

• Duty of Faith

• Duty of Loyalty

• Duty of Prudence

• Duty of Disclosure

• Duty of Confidentiality

Institutional-Quality Investments

Network of Vetted Professionals

Objective Advice

We present our clients only institutional-quality investments

With our vetted-professional-partnerships, Bargeld Financial delivers resources, including products and services, that will bring value to one's financial journey

Because Bargeld Financial is a fee-only investment adviser, the client pays a flat fee, never having to worry about commissions

• Benjamin earned a dual Bachelor of Arts (degree) in International Relations and German Studies from Stanford University in 2012, and completed his MBA in Finance, Strategy and Management, at Emory University’s Goizueta Business School, in 2022.

• Benjamin has nine years of full-time work experience, with the bulk of his experience being in People Operations, educational staffing, employee management and program management.

Education and Certification

• MBA, Finance, Strategy and Management, Emory University’s Goizueta Business School

• BA, International Relations and German Studies, Stanford University

• FINRA SIE, Series 65 and Series 66 Licenses

• PA domestic insurance producer license

Our Investment Advisor Representative

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Note:

Please know that details you share with us about you and your business are kept confidential, per our Privacy Policy. Please click here, or click on Privacy Policy (at the bottom right hand corner) of this webpage, to download and review a more expansive version of our privacy policy.

Privacy Policy Regarding Telephone Numbers Shared with Bargeld Financial

1. OBTAINING CONTACT INFORMATION: We collect information, including the names, phone numbers and email addresses of prospects from people providing us their names, email addresses and phone numbers when visitors to our website fill out and submit forms inquiring about our services. We also get prospect and client phone numbers from calls we receive from people inquiring about our services. We additionally accept referral names and contact numbers of people who can benefit from the services we provide. We receive this referral information from current prospects and clients.

2. CONSENT TO RECEIVING SMS MESSAGES: By providing a telephone number and submitting this form, you are consenting to being contacted by SMS text message. Messaging & data rates may apply.

3. OPT OUT: You can reply STOP to opt-out of further messaging with Bargeld Financial. Our inbound SMS phone number is (610) 321-5756. You may reach us at any time via voice or SMS to inquire about our services, or to submit a 'STOP' messaging request. Additionally, replying 'STOP' to any of our messages will ensure you no longer receive messages from Bargeld Financial.

4. INFORMATION NOT SHARED WITH THIRD PARTIES: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.