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Asset Managers
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
Born Investment Advisory Services
www.borninvestmentadvisory.com
610-921-3186
Shillington
1992
Investment advisory, 401k management, divorce financial consulting and college savings plans
4
Boyer Financial Group, Affiliate of Questmont Strategic Wealth Advisors
www.questmont.com
610-437-1113
Camp Hill
1983
Wealth management, investment management, tax management, estate planning, behavioral investment counseling, qualified plan consulting, wealth reporting
5
Cornerstone Advisors Asset Management Inc.
www.cornerstone-companies.com
610-694-0900
Bethlehem
1997
Investment consulting, retirement plan consulting, executive risk management, planned giving, human capital development, wealth management, retirement consulting, financial planning, charitable planning, insurance/risk planning
6
Cornerstone Institutional Investors Inc.
www.cornerstone-companies.com
610-694-0900
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
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
Bethlehem
1979
Financial planning and asset management
11
Flaherty Financial Services LLC
www.samflaherty.com
215-723-2000
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
Great Scott Financial Services
www.greatscottfinancial.com
610-625-2777
Bethlehem
2003
Wealth management, financial planning, risk management, life, health long-term care insurance, investment consulting, retirement plans
14
Hartmann-Hansen Financial Services
www.chhfinancial.com
610-882-2011
Bethlehem
1979
Investment and advisory services, retirement, planning life issues and senior solutions, individual retirement accounts and rollovers
15
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
16
Hittinger Financial
www.hittingerfinancial.com
610-433-7567
Whitehall
1992
Retirement, financial, investment, estate, education, asset protection, business, charitable and real estate planning, income distribution, insurance and annuity products, risk management, tax planning and preparation
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
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
Liberty Wealth Management
www.lwmgmt.com
610-398-7333
Allentown
1991
Financial planning, variable annuities, individual retirement accounts, Roth individual retirement accounts, life insurance, alternative investments, brokerage accounts, managed accounts, check requests
22
Maron Financial Solutions
610-366-0111
Allentown
2001
Retirement, educational, financial planning and advisory services
23
Marrella Financial Group LLC
www.marrella.com
610-655-9700
Wyomissing
2001
Wealth management and retirement income planning
24
McDermott Investment Advisors,LLC
www.mcdermottadvisors.com
610-882-1460
Fort Myers, Fla.
2004
Investment brokerage services, asset management, 1031 exchange services
25
MFP Strategies
www.mfpstrategies.com
610-865-2600
Bethlehem
2000
Wealth management, estate and business planning, retirement and investment consulting
26
Milestone Financial Associates LLC
www.milestonefa.com
610-421-8777
Macungie
2002
401k consulting, retirement planning, asset management and insurance services
27
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
28
ParenteBeard Wealth Management LLC
www.parentebeard
wealthmanagement.com

610-927-4685
Philadelphia
1996
Investment management and financial planning
29
PennWood Financial Group
www.pennwood.metlife.com
610-398-0100
Allentown
1870
Financial services, insurances, asset management, retirement planning and business planning
30
Planning Capital Management Corp.
www.pcminvestments.com
610-820-0240
Haddonfield, NJ
2001
Financial, investment, wealth, estate and insurance planning
31
Quantum Financial Management LLC
www.quantum-fm.com
610-841-3400
Allentown
1982
Wealth management and retirement, financial and business planning
32
Sparrow Wealth Management
www.sparrowwealth.com
877-330-9191
Las Vegas
2001
Asset management, retirement and tax planning, executive compensation
33
Sterling Financial Advisors LLC
www.sterlingfn.com
610-376-9561
Wyomissing
1999
Financial and wealth planning for individuals, business owners and families, consulting, tax and accounting advice
34
Valley National Advisers Inc.
www.valleynationalgroup.com
610-868-9000
Bethlehem
1985
Financial planning, investment management, tax services, retirement planning, estate planning, education planning, insurance planning, trust services, ExecutiveEdge, personal financial planning for corporate leaders
35
Van Reed Wealth Management LLC
www.vanreedwealth.com
610-678-8999
Reading
2006
Financial planning, investment advisory and retirement planning
 
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