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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
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
5
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
6
Capital Planning Wealth Management
www.capital-planning.com
610-871-3500
Center Valley
1994
Retirement and wealth transfer planning
7
Client 1st Financial LLC
www.client1stfinancial.com
610-841-3037
Fogelsville
2011
Fee-based planning, asset management, retirement plans, executive benefits
8
Concannon Wealth Management
www.cwm.us.com
610-814-2474
Bethlehem
2003
Financial planning and portfolio management services
9
Cornerstone Advisors Asset Management LLC
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
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
11
Flaherty Financial Services LLC
www.samflaherty.com
215-723-2000
Souderton
2003
Financial planning, retirement income
12
Herbein Wealth Management LLC3
www.buckinghamadvisor.com
610-376-8271
St. Louis
2000
Investment solutions, strategies to enhance wealth, strategies to transfer wealth to family, 401k plans
13
JoycePayne Partners
www.joycepaynepartners.com
610-882-3882
Richmond, Va.
1993
Investment strategy, alternative investments and financial planning
14
Legacy Planning Partners
www.legacy-online.com
484-765-9100
Allentown
1999
Value-based financial advice, including business succession planning, wealth planning, retirement income planning and risk management
15
Mark Cernese & Associates
www.markcernese.com
484-951-3318
Emmaus
2014
Investment management, asset management, retirement plans, investment consulting, business advisory/strategy
16
Marrella Financial Group Inc.
www.marrella.com
610-655-9700
Wyomissing
2001
Wealth management and retirement income planning
17
Mass Mutual Financial Group Eastern Pennsylvania
www.easternpa.massmutual.com
610-798-2500
Center Valley
1901
Financial planning, money management, wealth transfer and group benefits, life insurance, disability income insurance
18
MB, Levis & Associates LLC
www.mblevis.com
610-419-9690
Bethlehem
2012
Asset management services
19
McQueen Ball & Associates Inc.
www.mcqueenball.com
610-954-0400
Bethlehem
1981
Independent, fee-only investment adviser providing financial planning and investment management services
20
MetLife - PennWood Financial Group
www.pennwood.metlife.com
610-398-0100
New York, N.Y.
1980
Financial services, insurances, asset management, retirement planning and business planning
21
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
22
ParenteBeard Wealth Management
www.parentebeardwealthmanagement.com
610-927-4685
Lancaster
1996
Investment management, financial planning and qualified-plan fiduciary services
23
Quadrant Private Wealth Management LLC
www.quadrantprivatewealth.com
610-849-2740
Bethlehem
2014
Investment management, estate planning, business succession planning, financial planning
24
Quantum Financial Management LLC
www.quantum-fm.com
610-841-3400
Allentown
1982
Wealth management and retirement, financial and business planning
25
RKL Wealth Management LLC
www.rklwealth.com
610-376-9561
Wyomissing
1999
Financial planning, family wealth and estate planning, investment management, tax planning, insurance review, qualified retirement plan services
26
Rockland Financial Group
www.rocklandfg.com
610-606-0530
Bethlehem
2003
Employee benefits and executive level benefits, business continuation and estate planning, key person consulting, pension and retirement plan benefits, investment strategies and insurance analysis, nonprofit and institutional retirement planning
27
Steel Valley Investment Group of Raymond James
www.steelvalleyrja.com
610-709-9715
St. Petersburg, Fla.
2007
Financial planning, investment management, asset management, retirement planning, personal wealth management, family wealth and estate planning, college planning, individual retirement accounts and rollovers, life, long-term care and disability insurance
28
Valley National Investments Inc.
www.valleynationalgroup.com
610-868-9000
Bethlehem
1985
Financial planning, investments, tax services, retirement, estate and education planning, insurance, trust services and ExecutiveEdge personal financial planning for corporate leaders
29
ValleyWest Financial Group
www.valleywest.biz
610-841-3988
Allentown
1999
Retirement income planning, investments, life insurance and long-term care
30
Van Reed Wealth Management/Financial Planning Advisors Inc.
www.financialpa.com
www.vanreedwealth.com

610-376-6334
Wyomissing
1987
Fee-based financial planning for individuals and small businesses, including investment, retirement, insurance, tax and estate planning