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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
AnchorPoint Wealth Management Inc.
www.anchorpoint
wealthmanagement.com

610-439-1515
Allentown
1960
Wealth protection strategies and retirement, estate and elder care planning
2
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
3
Ascent Wealth Management LLC
www.ascentwealth.net
484-224-3053
Allentown
2013
Financial planning, asset management, insurance
4
Beirne Wealth Consulting
www.beirnewealthconsulting.com
610-295-1100
Milford, Conn.
2014
Investment management consulting, retirement planning, asset allocation studies, portfolio reviews, defined benefit plan reviews, defined contribution reviews, 401k, 403b and 457 plan consulting
5
Bethlehem Financial LLC1
www.chhfinancial.com
610-882-2011
Bethlehem
1979
Investment and advisory services, retirement, planning life issues and senior solutions, individual retirement accounts and rollovers
6
CapFinancial Partners LLC2
www.captrustadvisors.com
610-865-2600
Raleigh, N.C.
2003
Retirement plan and investment advisory services, wealth management, estate and business planning, retirement and investment consulting
7
Capital Planning Wealth Management
www.capital-planning.com
610-871-3500
Center Valley
1994
Retirement and wealth transfer planning
8
Client 1st Financial LLC
www.client1stfinancial.com
610-841-3037
Fogelsville
2011
Fee-based planning, asset management, retirement plans, executive benefits
9
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 and risk planning
10
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
11
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
12
Financial Planning Advisors Inc.
www.financialpa.com
610-376-6334
Wyomissing
1987
Fee-based financial planning for individuals and small businesses, including investment, retirement, insurance, tax and estate planning
13
Flaherty Financial Services LLC
www.samflaherty.com
215-723-2000
Souderton
2003
Financial planning, retirement income
14
JoycePayne Partners
www.joycepaynepartners.com
610-882-3882
Richmond, Va.
1993
Investment strategy, alternative investments and financial planning
15
Legacy Planning Partners
www.legacy-online.com
484-765-9100
Allentown
1999
Values-based financial advice, including business succession planning, wealth planning, retirement income planning and risk management
16
Levin & Co.
www.levincpa.com
610-841-0300
Allentown
1982
Investment, businesses and tax services
17
Mark Cernese & Associates
www.markcernese.com
484-951-3318
Emmaus
2014
Investment management, asset management, retirement plans, investment consulting, business advisory/strategy
18
Marrella Financial Group Inc.
www.marrella.com
610-655-9700
Wyomissing
2001
Wealth management and retirement income planning
19
MB, Levis & Associates LLC
www.mblevis.com
610-419-9690
Bethlehem
2012
Asset management services
20
McDermott Investment Advisors LLC
www.mcdermottadvisors.com
610-882-1460
Fort Myers, Fla.
2004
Investment brokerage services, asset management, 1031 exchange services
21
McQueen Ball & Associates Inc.
www.mcqueenball.com
610-954-0400
Bethlehem
1981
Independent, fee-only investment adviser providing financial planning and investment management services
22
MetLife - PennWood Financial Group
www.pennwood.metlife.com
610-398-0100
Allentown
1980
Financial services, insurances, asset management, retirement planning and business planning
23
MTM Financial Group Inc.
www.morethanmoneyonline.com
610-746-7007
Bethlehem
2007
Retirement planning, guaranteed lifetime income platforms, investment portfolio review and management, income tax planning/preparation, life and long-term care insurance analysis and implementation, estate planning and implementation, business succession planning and implementation, financial planning and second-opinion meetings
24
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
25
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
26
ParenteBeard Wealth Management
www.parentebeardwealthmanagement.com
855-855-5455
Lancaster
1996
Investment management, financial planning and qualified-plan fiduciary services
27
Quadrant Private Wealth Management LLC
www.quadrantprivatewealth.com
610-849-2740
Bethlehem
2014
Investment management, estate planning, business succession planning, financial planning
28
Quantum Financial Management LLC
www.quantum-fm.com
610-841-3400
Allentown
1982
Wealth management and retirement, financial and business planning
29
Raymond James Financial Services
www.raymondjames.com/readingpa
484-671-2097
St. Petersburg, Fla.
2009
Financial planning, rollovers, municipal bonds, asset allocation, small-business retirement plans
30
Rockland Financial Group
www.rocklandfg.com
610-606-0530
Bethlehem
2003
High-level wealth management, asset management, retirement planning, estate planning, executive benefits, key-man insurance, employee benefits
31
Silver Crest Insurance Inc.
www.silvercrestins.com
610-868-5801
Bethlehem
2013
Medicare insurance including Medicare Supplement, Medicare Advantage and Medicare prescription drug plans
32
Sparrow Wealth Management
www.sparrowwealth.com
877-330-9191
Las Vegas
2001
Asset management, retirement and tax planning, executive compensation
33
Valley National Financial Advisors
www.valleynationalgroup.com
610-868-9000
Bethlehem
1985
Financial planning, investment management, tax planning and preparation, estate planning, education planning, insurance, trust services, ExecutiveEdge, personal financial planning for corporate leaders
34
Youngs Advisory Group Wealth Management
www.youngsag.com
610-954-9940
Bethlehem
1996
Wealth management, retirement and defensive portfolio strategy and financial planning