Best Financial Advisors in Bethlehem, PA

Lehigh Valley Investment Group is a firm serving the Bethlehem area. Its advisors assist clients in devising a strategy that allows them to retire comfortably, save for college education, or leave a lasting legacy. They also help clients achieve financial maturity by developing a solid financial foundation, building net worth, and transferring wealth. The firm offers Guided Wealth Portfolios, which provide clients with 24/7 investment advice. Robert H. Brown, the firm's founder, has been offering financial advice since 1991.

BLB & B Advisors, LLC is an independent financial advisory firm that has been serving Bethlehem and surrounding communities since 1964. It offers a wide range of retirement plan services for entrepreneurs and business owners, including cash balance plan design, profit-sharing plan formula development, and employee communications & investment education. The plan maintenance process includes IRS discrimination testing, periodic participant statements, and government testing. One of the firm's financial advisors, John R. Armstrong, III, focuses on the fixed-income needs and risk tolerance of clients.

Cornerstone Advisors helps clients in Bethlehem achieve their business goals through wealth planning, human capital development, and business acceleration solutions. It helps business owners explore financial and wealth management strategies to minimize transfer taxes. It also offers proprietary solutions to help clients make informed decisions for their company's future. The late Jack Yaissle, the founder of Cornerstone Advisors, was actively involved in several charitable organizations for underprivileged children. The company has helped many high-net-worth and privately held businesses since 1983.

JFS Wealth Advisors serves the residents of Bethlehem. For over 30 years, the firm has been providing wealth management services to businesses and individuals who have achieved a level of prosperity. Its financial advisors offer financial planning and consulting, investment vetting and management, and tax planning and consulting. The firm further supports businesses by designing employee retirement plans. Managing partner Louis V. Colella is a Certified Public Accountant/Personal Financial Specialist, Certified Financial Planner, and Certified Exit Planning Advisor.

Capital Planning Wealth Management is a firm serving the Bethlehem metro. It caters to individuals and families who need wealth management solutions. The company deals with estate, tax, college, and long-term care planning. It also offers investment and insurance management services and distribution strategies. In addition, it serves couples seeking divorce planning solutions. Capital Planning Wealth Management is a member of the FINRA. Co-founder David Bahnick is a CLU and a ChFC who has been in the industry for three decades.

One Financial Services is an advisory firm that serves clients in the Bethlehem area. It offers consultations and advice to help individuals in properly managing their finances. Its team personally assesses its clients' current financial situation to create strategies that can help them achieve their long-term goals and become financially independent. The firm's services include retirement, special needs, education, tax, and estate planning. One Financial Services has been in the field for nearly three decades.

Stark Financial Group serves individuals, families, and business owners in Bethlehem and its surrounding areas. The firm offers services that improve the financial outlook of its clients. It provides will and trust analysis, retirement planning, and college. Its advisors provide life insurance products, which protect policyholders and their heirs in the event of death or disability. The company also helps businesses with succession planning, risk management analysis, buy-sell agreements, executive compensation, and employee benefits programs.

Affiliated Financial Planners LLC aids Bethlehem residents in creating their legacy and preparing for retirement and their children's education. Through regular monitoring of the client's financial plan and investment portfolio, it strives to keep them in line with their values and goals. Managing partner Eric Dorman is a CFP and Certified Kingdom Advisor. His father's unexpected passing prompted him to pursue a career in financial planning. As part of his consultations, Dorman encourages individuals to find a balance between life and work.

Cornerstone is an independent investment consultancy firm in Bethlehem. It offers retirement and investment planning, planned gifts, and executive benefits to institutions. For affluent families, the firm has financial and estate planning, family office support, and asset management services. It also provides insurance portfolio management, through its membership with M Financial Group, for both organizational and individual investors. Cornerstone oversees more than $6.1 billion worth of assets and was ranked by Barron's as one of the top 50 institutional consulting teams for 2020.

For over 35 years, Xcel Financial Group has been providing clients in Bethlehem with advice regarding their financial lives. It helps design a financial plan that addresses the client's investments, retirement, insurance, and estate matters. It also offers individuals and business owners assistance in tax preparation. The full-service financial firm has advisors who have over 100 years of combined experience. The firm's president, Andrew Sollenberger, and the founder, Leroy Sollenberger, are both Certified Financial Planners.

Serving the community of Bethlehem, Agili is a team of professionals specializing in financial planning and investment management. They are knowledgeable in many areas of financial planning, including cash flow analysis, education planning and funding, intergenerational wealth transfer, retirement planning, and social security and Medicare optimization. The firm also assists with investment research, capital preservation, and asset allocation. The company's president and founder, Michael Joyce, has over 35 years of experience in the financial services industry.

Main Line Financial Advisors is a group of financial experts providing wealth management services in Bethlehem for over 30 years. It offers financial, retirement, estate, and tax planning solutions, and asset, investment, and insurance management programs. A company by Csenge Advisory Group, it comprises over 45 advisors across nine states. The firm has been recognized by Financial Times as among the Top 300 RIA Firms. Its founder and managing partner, John Csenge, is a CFP who has been serving business owners and high-income individuals since 1979.

Radnor Financial Advisors is an independent firm serving Bethlehem. For over 25 years, it has provided financial services to high-net-worth individuals. Its personalized services go beyond financial planning. It also advises strategies in tax preparation and accounting and wealth management to achieve their investment goals. It helps clients in navigating the process from initial consultation, developing customized plans to achieve their goals, conducting reviews to monitor financial performance, to maintaining communication on a regular basis.

The KMJ Financial Group, LLC is a wealth management firm that handles clients around Bethlehem. Its advisors provide information on the concepts of financial management and give easy access to market performance data. Their goal is to help clients establish a customized plan at the center of their financial vision for estate conversion, investment management, or retirement strategies. In addition to being a Certified Financial Planner, co-founder Jacob Ruggles is also a board member for the Easton Foundation for Schools.