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
|
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
|
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
| 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
| 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
| 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
| 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
| 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
| 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
| 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
| 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
| 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
| 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
|
