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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
Andesa Financial Management Inc.
www.andesafm.com
610-841-5361
Allentown
1992
Investment portfolio construction and management as well as financial, retirement and estate planning
2
ATA Wealth Management Group
610-433-9009
Whitehall
2002
Financial planning and consulting, investment management, estate planning, retirement planning, insurance and risk management
3
Boyer Financial Group, Affiliate of Questmont Strategic Wealth Advisors
www.questmont.com
610-437-1113
888-503-7186
Camp Hill
1983
Wealth management, investment management, tax management, estate planning, behavioral investment counseling, qualified plan consulting, wealth reporting
4
Capital Planning Wealth Management
www.capital-planning.com
610-871-3500
Center Valley
1994
Retirement and wealth transfer planning
5
Client 1st Financial LLC
www.client1stfinancial.com
610-841-3037
Fogelsville
2011
Fee-based planning, asset management, retirement plans, executive benefits
6
Cornerstone Institutional Investors Inc.
www.cornerstone-companies.com
610-694-0900
800-923-0900
Bethlehem
1998
Investment consulting, retirement plan consulting, executive risk management, human capital development, wealth management, retirement consulting, financial planning, charitable planning insurance and risk planning
7
Crest Financial Group
www.crestfinancialgroup.com
610-821-7066
Allentown
1981
Retirement and estate planning, wealth management, long-term care and life insurance, tax preparation
8
Fidelity Capital Management
610-866-6543
800-919-2649
Bethlehem
1999
Private wealth management, rollover IRA-401K, stocks, bonds, mutual funds
9
Financial Planning Advisors Inc.
www.financialpa.com
610-376-6334
Wyomissing
1987
Fee-based financial planning for individuals and small businesses, including investment, retirement, tax and estate planning
10
Financial Sources Inc.
www.financial-sources.com
610-882-9460
8004500629
Bethlehem
1979
Financial planning and asset management
11
Flaherty Financial Services LLC
www.samflaherty.com
215-723-2000
877-611-0101
Souderton
2003
Financial planning, retirement income specialist
12
Gordon H. Dickinson & Co. Inc.
www.gordonhdickinson.com
610-439-1515
Allentown
1960
Wealth protection strategies and retirement, estate and elder care planning
13
Hartmann-Hansen Financial Services
www.chhfinancial.com
610-882-2011
800-220-1084
Bethlehem
1979
Investment and advisory services, retirement, planning life issues and senior solutions, individual retirement accounts and rollovers
14
Herbein Wealth Management LLC
www.herbeinwealth.com
610-376-8271
Wyomissing
2000
Investment solutions, strategies to enhance wealth, strategies to transfer wealth to family, 401k plans
15
Indicon Inc.
www.indiconinc.com
610-395-2088
Allentown
1986
Qualified and nonqualified plans, investment of plan assets, compliance review, plan design and administration, personal wealth management, planning, investment brokerage, 401k, profit sharing, defined benefit, IRA, Roth, 529 plans
16
Institute for Legacy Wealth Planning LLC
www.instituteforlegacy.com
610-940-0999
Allentown
2012
Comprehensive Financial Planning. Legacy and estate wealth transfer strategies, and philanthropic planning.
17
JoycePayne Partners
www.joycepaynepartners.com
610-882-3882
Richmond, Va.
1993
Investment strategy, alternative investments and financial planning
18
Keystone Financial Management
www.keystonefinancial
management.com

610-530-2112
800-811-5400
Allentown
2001
Retirement and qualified plans, business and estate planning strategies, long-term care insurance, group insurance, retirement planning strategies, asset allocation, estate planning strategies, life insurance, disability income and long-term care insurance, fee-based planning
19
Legacy Planning Partners
www.legacy-online.com
484-765-9100
Allentown
2000
Risk management and protection planning, investment management, retirement income planning and debt management
20
Lehigh Valley Financial Group
www.lvfinancialgroup.com
610-798-2500
Center Valley
1901
Financial planning, money management, wealth transfer and group benefits
21
Levin & Company
www.levincpa.com
610-437-6680
Allentown
DNR
Investment, businesses and tax services
22
Liberty Wealth Management
www.lwmgmt.com
610-398-7333
800-451-9687
Allentown
1991
Financial planning, variable annuities, individual retirement accounts, Roth individual retirement accounts, life insurance, alternative investments, brokerage accounts, managed accounts, check requests
23
Maron Financial Solutions
610-366-0111
Allentown
2001
Retirement, educational, financial planning and advisory services
24
Marrella Financial Group LLC
www.marrella.com
610-655-9700
Wyomissing
2001
Wealth management and retirement income planning
25
MFP Strategies
www.mfpstrategies.com
610-865-2600
Bethlehem
2000
Wealth management, estate and business planning, retirement and investment consulting
26
MtM Financial Group LLC
www.morethanmoneyonline.com
610-746-7007
866-683-7007
Bethlehem
2007
Advisory services, investment management, income tax services, estate planning
27
National Penn Investors Trust Co.
www.npitc.com
610-366-9934
800-822-3321
Wyomissing
DNR
Investment management, trusts, estates, pension and profit-sharing plans and endowment portfolios
28
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
29
One Financial Services LLC
www.onefinancialservices.com
610-437-3500
Allentown
1980
Financial planning, tax services, retirement planning, college and trust funds, life and disability insurance, special needs counseling
30
ParenteBeard Wealth Management LLC
www.parentebeard
wealthmanagement.com

610-927-4685
855-855-5455
Philadelphia
1996
Investment management and financial planning
31
PennWood Financial Group
www.pennwood.metlife.com
610-398-0100
800-353-1798
Allentown
1870
Financial services, insurances, asset management, retirement planning and business planning
32
Sterling Financial Advisors LLC
www.sterlingfn.com
610-376-9561
888-202-9363
Wyomissing
1999
Financial and wealth planning for individuals, business owners and families, consulting, tax and accounting advice
33
Valley National Financial Advisors
www.valleynationalgroup.com
610-868-9000
800-383-8297
Bethlehem
1985
Financial planning, investments, tax services, insurance and trust services
34
Van Reed Wealth Management LLC
www.vanreedwealth.com
610-678-8999
Reading
2006
Financial planning, investment advisory and retirement planning
35
Youngs Advisory Group Wealth Management
www.youngsag.com
610-954-9940
Bethlehem
1996
Wealth management, retirement and defensive portfolio strategy and financial planning
 
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