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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.
Rank
Company
Website
Phone
Headquarters
Year established locally
Services provided
1
AnchorPoint Wealth Management Inc.
www.anchorpoint
wealthmanagement.com

610-439-1515
Allentown
1960
Wealth protection strategies and retirement, estate and elder care planning
2
Ascent Wealth Management LLC
www.ascentwealth.net
484-224-3053
Allentown
2013
Financial planning, asset management, insurance
3
ATA Financial Group LLC
www.atafinancial.com
610-433-3866
Whitehall
1983
Financial services, investment management, financial and retirement planning, taxes, retirement plans and insurance products, life, health, disability and long-term care
4
Baker Tilly Virchow Krause LLP
www.bakertilly.com
610-336-8180
800-362-7301
Chicago
1983
Assurance, analytics, enterprise transformation, forensic, litigation and valuation, government contractor advisory, employee benefit plan advisory, growth strategies, human capital, international, investment banking, performance optimization, renewable energy, risk, internal audit and cybersecurity, staffing and executive search, tax, technology, transaction advisory
5
Buckingham Strategic Wealth
www.buckinghamadvisor.com
610-376-8271
St. Louis
2000
Investment solutions, strategies to enhance wealth, strategies to transfer wealth to family, 401k plans
6
Client 1st Financial LLC
www.c1fin.com
610-841-3037
Fogelsville
2011
Fee-based planning, asset management, retirement plans, executive benefits, insurance services
7
Cornerstone Institutional Investors LLC
www.cornerstone-companies.com
610-694-0900
800-923-0900
Bethlehem
1997
Investment consulting, retirement plan consulting, executive risk management, planned giving, human capital development, wealth management, retirement consulting, financial planning, charitable planning, insurance and risk planning
8
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
9
Domani Wealth
www.domaniwealth.com
610-927-4685
1-877-496-2542
Lancaster
1996
Investment management, financial and estate planning, qualified-plan fiduciary services and investment management
10
Flaherty Financial Services LLC
www.samflaherty.com
215-723-2000
877-611-0101
Souderton
2003
Financial planning, retirement income planning
11
Institute for Legacy Wealth Planning LLC
www.instituteforlegacy.com
610-940-0999
Allentown
2012
Fee-only, comprehensive financial and retirement planning, estate planning and wealth transfer strategies, faith-based financial planning
12
JoycePayne Partners
www.joycepaynepartners.com
610-882-3882
Richmond, Va.
1993
Investment strategy, alternative investments and financial planning
13
Legacy Planning Partners
www.legacy-online.com
484-765-9100
Allentown
1999
Business owner exit planning, retirement income planning and risk management
14
Mark Cernese & Associates
www.markcernese.com
484-951-3318
Emmaus
2014
Investment management, asset management, retirement plans, investment consulting, business advisory/strategy
15
Marrella Financial Group Inc.
www.marrella.com
610-655-9700
Wyomissing
2001
Wealth management and retirement income planning
16
McQueen Ball & Associates Inc.
www.mcqueenball.com
610-954-0400
Bethlehem
1981
Independent, fee-only investment adviser providing financial planning and investment management services
17
MTM Financial Group Inc.
www.morethanmoneyonline.com
610-746-7007
866-683-7007
Bethlehem
2007
Retirement planning, Social Security and Medicare planning, guaranteed lifetime income platforms, investment portfolio review and management, income tax planning/preparation, life and long-term care insurance, estate planning, business succession planning and implementation, financial planning and second-opinion meetings
18
Northeast Financial Group Inc.
www.nefginc.com
570-688-9898
Tannersville
1987
Personal investment services, employer-sponsored retirement services, qualified-plan fiduciary services, financial planning, retirement planning, estate planning, employee benefits, risk management services
19
PennWood Financial Group LLC
www.pennwoodfinancialgroup.com
610-398-0100
Springfield, Mass.
1980
Financial services, insurances, asset management, retirement planning and business planning
20
Quadrant Private Wealth
www.quadrantprivatewealth.com
610-849-2740
Bethlehem
2014
Investment management, estate planning, insurance wealth structuring, business succession planning, financial planning, mergers and acquisitions
21
Quantum Financial Management LLC
www.quantum-fm.com
610-841-3400
866-710-2850
Allentown
1982
Wealth management and retirement, financial and business planning
22
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
23
The Good Life Companies
www.goodlifefa.com
610-898-6927
DNR
2012
Financial planning, risk management, investment management, retirement planning, distribution and rollovers
24
Univest Wealth Management Division
www.univest.net
877-723-5571
Souderton
1876
Integrated financial solutions, banking, insurance, investments, home loans, wealth management
25
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, personal financial planning for corporate leaders