Im not a tax professional but I do work with financial planners and accountants.

Thanks Steve,Good input here as well, I am going to set-up a meeting with city planner Michelle A.

You and I share many things: equal credit card debt and student loans, and focused on goals and impatient when it comes to achieving said goals.Here's my two sense, which actually came from a local financial planner.

Couple reasons; High fees, Tricky rules and if you are already working in real estate you probably shouldn't invest in it as well (The idea of not keeping all your eggs in one basket)  Find a knowledgeable, trustworthy fee-only financial planner to help you.  

Hello everyone,I am looking for a financial planner that has experience both in real estate and in the stock market.

I may seek the advice of a financial planner to help us sort out how to best reach our goals(if you guys know of any good ones, let me know!).

I'm a planner, so personally when I hit my next goal and the management gets large enough, I'll transition to Buildium, but right now everything goes smoothly for me.

You need to look into what the planners in your town will want.

New to investing and I’m trying to get everything in order and kinda get a road map planned out, does anyone have any recommendations on any financial planners in Delaware County Pa or even Philadelphia?

If you want to get that deep into the analysis then I would suggest getting with an investment planner to see the numbers and separately researching the housing side of things to compare.