Financial Advisor near Reading, PA

Financial advisor serving Reading, PA

Elliker Financial — fee-only, fiduciary, and rooted in Berks County

If you're searching for a financial advisor near Reading, PA, Elliker Financial is close by. Our office is located in Morgantown, PA — just a short drive from Reading along Route 10, Route 176, or the PA Turnpike — and we serve individuals and families throughout Berks County who are ready to get serious about their financial future.

A Berks County resident for most of his life, Steve Elliker, MBA, CFP®, RICP® knows this community well. He attends Sts. Constantine and Helen Greek Orthodox Church in Reading and is deeply connected to this area. When you work with Elliker Financial, you're not working with a national chain — you're working with someone who genuinely knows and cares about the Reading area.

Member of the GRCA (Greater Reading Chamber Alliance)

Fee-only and fiduciary — what that means for you

Many financial advisors in and around Reading earn commissions when they sell you products. As a fee-only fiduciary, Steve never does. He's legally required to act in your best interest at all times — no hidden incentives, no conflicts of interest, no products being pushed. You get straightforward advice and a clear fee structure from day one.

Part of the Berks County community

Elliker Financial's community involvement runs deep. We're proud sponsors of the Reading Fightin Phils — the AA minor league baseball team that has been a cornerstone of Berks County life for decades. We also sponsor Plowville Little League in nearby Mohnton.

Community involvement

Reading Fightin Phils sponsor · Plowville Little League sponsor · Morgantown Area Business Association 

Who we help in the Reading area
Within 5 years of retirement

You've been saving for years but aren't sure if you're on track, when to claim Social Security, or how to create reliable income once the paychecks stop. These are exactly the questions we specialize in.

Already retired

Retirement brings a new set of financial decisions — tax-efficient withdrawals, healthcare costs, required minimum distributions, estate planning. We provide ongoing guidance so you can focus on enjoying this chapter of life.

Working professionals and families

You're doing well financially but want a clear plan — investments, savings rate, college funding, insurance, taxes. We bring it all under one roof for one transparent fee.

Serving Reading and all of Berks County

We serve clients throughout the Reading area and greater Berks County — including Exeter, Birdsboro, Mohnton, and beyond — as well as Chester County, Lancaster County, and clients anywhere in the United States who prefer to meet remotely.

Our office is located at 3821 Main Street, Morgantown, PA 19543 — easily accessible via Route 10, Route 176, Route 422, and the PA Turnpike.

Ready to take the next step?

Start with a no-cost, no-obligation introductory call. We'll get to know your situation, answer your questions, and see if working together is the right fit. No pressure, no sales pitch — just an honest conversation about your financial future.