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2024

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Best Financial Advisors in Bethlehem, PA

Our Recommended Top 16

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored Bethlehem Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

33Reviewed

26Curated

16Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Bethlehem, PA
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Retirement Planning
  • Financial Planning

Bethlehem, PA

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Why choose this provider?

Need help contacting a Financial Advisor in Bethlehem? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

4000 Wegmans Dr., Suite 200, Bethlehem, PA 18017

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Estate Planning
  • Financial Planning
  • Retirement Planning

103 Montgomery Avenue, Montgomeryville, PA 18936

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Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Retirement Planning
  • Financial Planning

1802 Hamilton Street, Allentown, PA 18104

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

790 Penllyn Blue Bell Pike, Suite 304, Blue Bell, PA 19422

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Why choose this provider?

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.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

4505 Saucon Creek Road, Suite 100, Center Valley, PA 18034

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

3101 Emrick Blvd., Suite 217, Bethlehem, PA 18020

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Why choose this provider?

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.

79 W. Market Street Suite 200, Bethlehem, PA 18018

Expertise.com Rating

Review Sources

Google
4.8 (23)

Why choose this provider?

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.

  • Finance Planning
  • Financial Planning

2340 Pa 309, Orefield, PA 18069

Expertise.com Rating

Review Sources

Facebook
3.8 (6)

Why choose this provider?

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.

  • Investment Management
  • Financial Planning

74 West Broad Street, Suite 340, Bethlehem, PA 18018

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Estate Planning

884 Oplinger Road, Allentown, PA 18106

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

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.

  • Certified Financial Planner (CFP)

74 West Broad Street Suite 320, Bethlehem, PA 18018

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Why choose this provider?

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.

  • Certified Financial Planner (CFP)

110 North Phoenixville Pike, Suite 300, Malvern, PA 19355

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Why choose this provider?

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.

  • Tax Planning
  • Financial Planning

485 Devon Park Drive, Suite 119, Wayne, PA 19087

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Why choose this provider?

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.

  • Private Wealth Advisor

881 3rd Street Suite B-4, Whitehall, PA 18052

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

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.

  • Business Formation

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Lehigh Valley Investment Group
4000 Wegmans Dr., Suite 200, Bethlehem, PA 18017
BLB & B Advisors, LLC
103 Montgomery Avenue, Montgomeryville, PA 18936
Cornerstone Advisors
1802 Hamilton Street, Allentown, PA 18104
JFS Wealth Advisors
790 Penllyn Blue Bell Pike, Suite 304, Blue Bell, PA 19422
Capital Planning Wealth Management
4505 Saucon Creek Road, Suite 100, Center Valley, PA 18034
One Financial Services
3101 Emrick Blvd., Suite 217, Bethlehem, PA 18020
Stark Financial
79 W. Market Street Suite 200, Bethlehem, PA 18018
Affiliated Financial Planners LLC
2340 Pa 309, Orefield, PA 18069
Cornerstone
74 West Broad Street, Suite 340, Bethlehem, PA 18018
Xcel Financial Group
884 Oplinger Road, Allentown, PA 18106
Agili
74 West Broad Street Suite 320, Bethlehem, PA 18018
Main Line Financial Advisors
110 North Phoenixville Pike, Suite 300, Malvern, PA 19355
Radnor Financial Advisors
485 Devon Park Drive, Suite 119, Wayne, PA 19087
KMJ Financial Group LLC
881 3rd Street Suite B-4, Whitehall, PA 18052

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How frequently should you review your insurance policy in Bethlehem?

    Every significant life event should prompt you to check your insurance coverage in Bethlehem to ensure that it still meets your needs both currently and in the future. Marriage, divorce, childbirth, house ownership, starting or shutting down a business, altering your employment status or perks, retiring, and receiving an inheritance are a few examples of significant life events.

  • How are your social security benefits determined in Bethlehem?

    The 35 years during which you made the greatest money in Bethlehem are used to calculate your social security payments. The number of years without income will be reported as zeros in the event that you have been employed for shorter than 35 years, which may lower the mean earnings used to calculate your social security benefits.

  • Can you pay for your medical expenses in Bethlehem using a health savings account?

    Yes. You can utilize HSA funds to cover qualified medical costs if your Bethlehem employer provides them. In order to be eligible for an HSA, you must be registered in a high-deductible health plan, which often comes with lower monthly rates than a conventional health insurance policy. Keep in mind that HSAs are transferable, meaning the account follows you if you leave your work for any reason.

  • Are you qualified to be covered by your spouse's health insurance in Bethlehem?

    Yes. You can be qualified for health insurance through your spouse's employer-sponsored insurance program in Bethlehem if you've previously retired but your spouse is still employed. However, keep in mind that some businesses charge a fee for spousal health insurance and some demand that spouses pay a higher premium or cost-sharing percentage. Therefore, you must consider prospective costs while making a choice.

  • Why are annuities regarded as an insurance product in Bethlehem?

    Because annuities are financial instruments that can only be marketed by insurance companies, they are viewed as insurance products in Bethlehem. An annuity is a legal agreement between you and an insurance provider that promises to provide you a future income in return for an upfront fee or regular premium payments from you.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.