Philadelphia financial services

Financial Clarity.
Confident Decisions.

Accounting, tax and financial guidance for Philadelphia individuals and businesses. Your first 30-minute conversation is complimentary — call us or book online in under a minute.

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4.6/5Google rating · 22 authentic client reviews (267) 761-4441
  • Local fiduciary practice
  • Trusted by 180+ local Philadelphia firms
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Philadelphia-basedServing Center City & Greater Philadelphia clients
Two office locationsCenter City & University City conference suites
100% fiduciaryTransparent guidance with zero hidden commissions
4.6 / 5.0 ratingBacked by 22 authentic client reviews
Core capabilities

Financial services designed around your needs

How Stanton Financial Management can help with your accounting and financial priorities.

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Tax Preparation & Compliance

We prepare and file your tax returns and plan ahead so there are no surprises. Strategic filing, multi-state compliance and Philadelphia business tax (BIRT) for individuals and local businesses.

  • Federal & state filings
  • BIRT / NPT
  • Estate & trust
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Business Bookkeeping & Reporting

We keep your business records in order every month, with simple reports so you always know where your money is. Ledgers, cash-flow visibility and audit-ready statements.

  • General ledger
  • P&L statements
  • QuickBooks
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Financial Advisory & Planning

Honest, independent advice on big money decisions: growing, borrowing, retirement and long-term planning.

  • Retirement modeling
  • Asset allocation
  • M&A readiness
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Custom Financial Management

Something that does not fit a package? We will agree exactly what you need: specialised reviews, succession plans and part-time finance leadership.

  • Entity audits
  • Succession plans
  • Fractional CFO
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The practice advantage

A more personal approach to financial services

We reject the impersonal, call-center style of big box brokerages. Our Philadelphia advisory model is designed for direct accessibility, intellectual honesty, and measured execution.

  • Direct partner accessSpeak directly with experienced financial specialists rather than rotating junior support reps.
  • Transparent communicationNo impenetrable corporate jargon. We translate balance sheets into straightforward actionable items.
  • Structured schedulingRespect for your calendar with confirmations, clear agendas and punctual start times.
  • Local Philadelphia presenceRooted in the region with physical offices in Center City and University City for in-person meetings.
Philadelphia skyscrapers at dusk
Local focusServing the Philadelphia business ecosystem for over a decade
100%Independent, fiduciary mindset
24hInquiry response standard
180+Local Philadelphia firms trust us
Getting started is simple

Three steps to a confirmed consultation

No waiting for a callback — choose a time and book it.

  1. Choose a time

    Browse calendar availability across our Philadelphia offices or select a virtual video conference slot.

  2. Share your needs

    Provide a concise overview of your accounting, tax or wealth advisory priorities so our team prepares tailored solutions.

  3. Meet with our team

    Receive your confirmation with the reminders you choose, and an actionable agenda for your conversation.

Book your initial consultation
Client feedback

Trusted by clients in Philadelphia

Read verified feedback from individuals and businesses who rely on Stanton Financial Management.

4.6/5.0
22 Google Business reviews
View Google profile
“The proactive tax planning and financial modeling from Stanton Financial allowed our practice to expand with complete clarity.”
Center City Medical PracticeVerified client
“No corporate fluff. Just disciplined bookkeeping, on-time filings, and insightful monthly cash flow breakdowns.”
Philadelphia Tech StudioVerified client
“The self-service scheduler makes finding time effortless, and their Philadelphia partner is always fully prepared for meetings.”
High-Net-Worth Advisory ClientVerified client

Rating as recorded from Google Business Profile in the November 2026 assessment (not a live feed). Client names and detailed testimonials are reserved for confirmed customer consent under professional financial confidentiality protocols.

Physical presence

Visit our Philadelphia offices

Everything you need to find us is right here: address, opening hours, parking and public transport.

Open for consultations

Center City office

  • 1735 Market Street, Suite 3200
    Philadelphia, PA 19103
  • Suburban Station concourse connection · On-site garage parking available
  • Mon–Fri 9:00 AM – 6:00 PM · Sat 10:00 AM – 4:00 PM
  • (267) 761-4441

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Open for consultations

University City office

  • 3711 Market Street, Suite 850
    Philadelphia, PA 19104
  • Next to 30th Street Station · Validated visitor parking
  • Mon–Fri 9:00 AM – 6:00 PM · Sat 10:00 AM – 4:00 PM
  • (267) 761-4441

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Your next step

Your next financial conversation starts here.

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Schedule Consultation Call (267) 761-4441
Mon–Fri 9:00 AM – 6:00 PM · Sat 10:00 AM – 4:00 PMCenter City & University City