Please ensure Javascript is enabled for purposes of website accessibility

HTML View

 


  • HTML views allow you to see companies that are currently on the list in directory format.
  • LVB Premium subscribers: clicking on a company will take you to additional information about it. Call 888-506-5770 or email [email protected] to upgrade your subscription to LVB Premium.
  • PDFs, unless noted otherwise, are of the list as it appeared in the paper.
  • Spreadsheets are Excel compatible and include ranking, address, executives, contact information, plus more.
  • Does your company belong in this directory? Information on LVB Lists is updated year-round.
    Click on Complete a Survey or send an email to [email protected] to complete a survey and be considered for the list.
  • Questions about using the database: Email [email protected].

LVB Lists: the best place for information about businesses in the Greater Lehigh Valley!

Prefer PDFs?
A printer-friendly PDF of this list is available.

Download PDF file

Prefer Excel?
A complete spreadsheet of this list is available.

Download Excel file
Financial Consultants
Alphabetical directory; please purchase a PDF version of the list as it appeared in the paper if you wish to see a ranked list.
Company
Website
Phone
Headquarters
Year established locally
Services provided
Agili PC
www.agilipersonalcfo.com
610-882-3882
Richmond, Va.
1993
Investment strategy, alternative investments and financial planning
AnchorPoint Wealth Management Inc.
www.anchorpointwealthmanagement.com
610-439-1515
Allentown
1960
Wealth protection strategies and retirement, estate and elder care planning
Ascent Wealth Management LLC
www.ascentwealth.net
484-224-3053
Allentown
2013
Financial planning, asset management, legacy planning and retirement income planning, life and disability insurance
ATA Financial Group LLC
www.atafinancial.com
610-433-3866
Whitehall
1983
Tax and accounting services, wealth management, insurance and risk management, senior and estate planning
Baker Tilly US, LLP
www.bakertilly.com
610-336-8180
Chicago
1983
Assurance, fraud and forensic accounting and consulting, digital services, government contracting and compliance, human capital, international service
Baldrige Asset Management LLC
www.baldrigeasset.com
610-336-4395
Allentown
1999
Investment management, financial planning, retirement planning
CAPTRUST Financial Advisors
www.captrust.com
610-865-2600
Raleigh, N.C.
2015
Financial advisory services to industry-leading companies, their owners and executive teams, families with substantial wealth, family offices, high-net-worth individuals
Center Pointe Wealth Management LLC
www.centerpointewm.com
484-224-2950
Allentown
2009
Comprehensive financial and retirement planning, estate planning and wealth transfer strategies, faith-based financial planning, investment management
Client 1st Financial LLC
www.c1fin.com
610-841-3037
Fogelsville
2011
Fee-based planning, asset management, retirement plans, executive benefits, insurance services
Corbenic Partners
www.corbenicpartners.com
610-814-2474
Bethlehem
2003
Financial planning, portfolio management, succession planning
Cornerstone Advisors Asset Management, LLC
www.cornerstone-companies.com
610-694-0900
800-923-0900
Bethlehem
1997
Institutional consulting, retirement-plan consulting, executive benefits, planned giving, wealth management, financial planning, estate planning, family office support
Crest Financial Group
www.crestfinancialgroup.com
610-821-7066
Allentown
1998
Retirement and estate planning, wealth management, long-term care and life insurance, tax preparation
Domani Wealth LLC
www.domaniwealth.com
610-927-4685
1-855-855-5455
Lancaster
1995
Registered investment advisory firm specializing in comprehensive wealth and investment management
Financial Planning Advisors Inc.
www.financialpa.com
610-376-6334
Wyomissing
1987
Comprehensive financial planning and investment advisory services
Financial Sources Inc.
www.financial-sources.com
610-882-9460
800-450-0629
Bethlehem
1979
Fee-based generational financial & retirement planning, asset management for families & small businesses through Commonwealth Financial Network
Flaherty Financial Services LLC
www.samflaherty.com
215-723-2000
Souderton
2003
Financial planning, retirement income planning
Girard Investment Services LLC
www.meetgirard.com
215-721-2112
Souderton
1999
Financial planning, retirement plan services, brokerage, investment management and insurance.
Good Life Companies
www.goodlifefa.com
610-898-6927
Reading
2012
Financial planning, risk management, investment management, retirement planning, distribution and rollovers
Legacy Planning Partners
www.legacy-online.com
484-765-9100
Allentown
1999
Business owner exit planning, retirement income planning and retirement plans
Marrella Financial Group Inc.
www.marrella.com
610-655-9700
Wyomissing
2001
Wealth management and retirement income planning
MB Levis & Associates LLC
www.mblevis.com
610-419-9690
Center Valley, PA
2012
Asset management services, financial planning with experienced CFP professionals
Milestone Financial Associates LLC
www.milestonefa.com
610-421-8777
800-342-1146
Macungie
2002
Financial planning, investment management, and retirement plan consulting
Morton Brown Family Wealth
www.mortonbrownfw.com
610-709-5072
Allentown
2018
Financial planning and investment management for retirement, income, estate and succession, insurance, education, and charitable giving
Northeast Financial Group Inc.
www.nefginc.com
570-688-9898
Tannersville
1987
Personal investment services, employer-sponsored retirement plan and fiduciary services, complete financial planning services, private equity, debt, 1031 tax-free exchanges
Paragon Strategic Wealth
www.paragonstrategicwealth.net
484-765-9300
Allentown
2001
Broad platform of investment, insurance and retirement products and advisory services
QNB Financial Services
www.qnbbank.com
215-538-5600
800-491-9070
Quakertown
2012
Mutual funds, stocks/bonds, fixed/variable annuities, insurance products, options, pension/retirement plans, financial planning
Quadrant Private Wealth
www.quadrantprivatewealth.com
610-849-2740
Bethlehem
2014
Investment management, estate planning, insurance, wealth structuring, financial planning
Quantum Financial Management LLC
www.quantum-fm.com
610-841-3400
Allentown
1982
Wealth management and retirement, financial and business planning
Raymond James Financial Services
www.marchlutz.com
484-671-2097
877-837-2644
St. Petersburg, Fla.
2009
Financial planning, rollovers, municipal bonds, asset allocation, small-business retirement plans
River Wealth Advisors LLC
www.riverwealthadvisors.com
610.234.6779
844.784.7065
Camp Hill, PA
2019
Individual and multi-generational wealth management, comprehensive financial and retirement planning, trust/estate planning legacy mapping, retirement plans for businesses
RKL Wealth Management LLC
www.rklwealth.com
610-376-9561
888-202-9363
Wyomissing
1999
Financial planning, family wealth and estate planning, investment management, tax planning, insurance review, qualified retirement plan services
Steel Valley Wealth Strategies of Raymond James
www.mcleansteelvalley.com
484-795-7880
833-901-1333
St. Petersburg, Fla.
2007
Financial planning, investment management, asset management, retirement planning, personal wealth management, family wealth and estate planning, college planning
The Rockland Group - Wealth Management LLC
www.rocklandwealth.com
610-606-0555
Bethlehem
2003
Employee benefits and executive-level benefits, business continuation and estate planning, key-person consulting, pension and retirement plans
Valley National Financial Advisors
www.valleynationalgroup.com
610-868-9000
800-383-8297
Bethlehem
1985
Financial planning, investment management, tax planning and preparation, estate planning, education planning, insurance, trust services, ExecutiveEdge
Youngs Advisory Group Wealth Management
www.youngsag.com
610-954-9940
Bethlehem
1996
Wealth management, portfolio management and financial planning for high-net-worth individuals
[class^="wpforms-"]
[class^="wpforms-"]