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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
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
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
Concannon Wealth Management
www.cwm.us.com
610-814-2474
Bethlehem
2003
Financial planning, investment strategy, consulting
7
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
8
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
9
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
10
Fidelity Capital Management
610-866-6543
Bethlehem
1999
Private wealth management, rollover IRA-401K, stocks, bonds, mutual funds
11
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
12
Financial Sources Inc.
www.financial-sources.com
610-882-9460
Bethlehem
1979
Financial planning and asset management
13
Flaherty Financial Services LLC
www.samflaherty.com
215-723-2000
Souderton
2003
Financial planning, retirement income
14
Gordon H. Dickinson & Co. Inc.
www.gordonhdickinson.com
610-439-1515
Allentown
1960
Wealth protection strategies and retirement, estate and elder care planning
15
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
16
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
17
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
18
JoycePayne Partners
www.joycepaynepartners.com
610-882-3882
Richmond, Va.
1993
Investment strategy, alternative investments and financial planning
19
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
20
Legacy Planning Partners
www.legacy-online.com
484-765-9100
Allentown
1999
Risk management and wealth planning, retirement income planning and debt management
21
Levin & Co.
www.levincpa.com
610-841-0300
Allentown
DNR
Investment, businesses and tax services
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
MFP Strategies
www.mfpstrategies.com
610-865-2600
Bethlehem
2000
Wealth management, estate and business planning, retirement and investment consulting
25
Milestone Financial Associates LLC
www.milestonefa.com
610-421-8777
Macungie
2002
401k fiduciary consulting, business financial performance, key employee retention, business continuation planning.
26
MtM Financial Group LLC
www.morethanmoneyonline.com
610-746-7007
Bethlehem
2007
Advisory services, investment management, income tax services, estate planning
27
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
28
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
29
ParenteBeard Wealth Management LLC
www.parentebeard
wealthmanagement.com

610-927-4685
Philadelphia
1996
Investment management and financial planning
30
Planning Capital Management Corp.
www.pcminvestments.com
610-820-0240
Haddonfield, N.J.
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 planning, family wealth and estate planning, investment management, tax planning, insurance review, qualfied retirement plan services
34
Valley National Financial Advisors
www.valleynationalgroup.com
610-868-9000
Bethlehem
1985
Financial planning, investments, tax services, insurance and trust services
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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