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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
Agili
www.agilipersonalcfo.com
610-882-3882
Richmond, Va.
1993
Investment strategy, alternative investments and financial planning
2
AnchorPoint Wealth Management Inc.
www.anchorpoint
wealthmanagement.com

610-439-1515
Allentown
1960
Wealth protection strategies and retirement, estate and elder care planning
3
Ascent Wealth Management LLC
www.ascentwealth.net
484-224-3053
Allentown
2013
Financial planning, asset management, tax planning, legacy planning and retirement income planning
4
ATA Financial Group LLC
www.atafinancial.com
610-433-3866
Whitehall
1983
Financial services, investment management, financial and retirement planning, taxes, retirement plans and insurance products, life, health, disability and long-term care
5
Buckingham Strategic Wealth
www.buckinghamadvisor.com
610-376-8271
St. Louis
2000
Investment solutions, strategies to enhance wealth, strategies to transfer wealth to family, 401k plans
6
Center Pointe Wealth Management LLC
www.centerpointewm.com
484-224-2950
Allentown
2009
Comprehensive financial and retirement planning, estate planning and wealth transfer strategies, faith-based financial planning, investment management
7
Client 1st Financial LLC
www.c1fin.com
610-841-3037
Fogelsville
2011
Fee-based planning, asset management, retirement plans, executive benefits, insurance services
8
Corbenic Partners
www.corbenicpartners.com
610-814-2472
Bethlehem
1994
Personalized portfolio management, business planning, estate planning, retirement planning and insurance planning
9
Cornerstone Advisors Asset Management LLC
www.cornerstone-companies.com
610-694-0900
800-923-0900
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
Domani Wealth
www.domaniwealth.com
610-927-4685
1-855-855-5455
Lancaster
1996
Registered investment advisory firm that specializes in comprehensive wealth management and investment management
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
877-611-0101
Souderton
2003
Financial planning, retirement income planning
14
Jeffrey J. Febbo, CFP, Wealth Management
www.febbo.com
610-252-0455
877-284-0455
Easton
1985
Wealth management, retirement planning, retirement income planning, educational planning, estate planning, insurance planning
15
Legacy Planning Partners
www.legacy-online.com
484-765-9100
Allentown
1999
Business owner exit planning, retirement income planning and risk management
16
Mark Cernese & Associates
www.markcernese.com
484-951-3318
Emmaus
2014
Investment management, asset management, retirement plans, investment consulting, business advisory/strategy
17
Marrella Financial Group Inc.
www.marrella.com
610-655-9700
Wyomissing
2001
Wealth management and retirement income planning
18
McQueen Ball & Associates Inc.
www.mcqueenball.com
610-954-0400
Bethlehem
1981
Independent, fee-only investment adviser providing financial planning and investment management services to high-net-worth individuals, corporate executives and business owners
19
Milestone Financial Associates LLC
www.milestonefa.com
610-421-8777
800-342-1146
Macungie
2002
Individual wealth management and fiduciary governance for retirement plans
20
MTM Financial Group Inc.
www.morethanmoneyonline.com
610-746-7007
866-683-7007
Bethlehem
2007
Retirement planning, Social Security and Medicare planning, guaranteed lifetime income platforms, investment portfolio review and management, income tax planning/preparation, life and long-term care insurance, estate planning, business succession planning and implementation, financial planning and second-opinion meetings
21
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
22
PennWood Financial Group LLC
www.pennwoodfinancialgroup.com
610-398-0100
Springfield, Mass.
1980
Financial services, insurances, asset management, retirement planning and business planning
23
QNB Financial Services
www.qnbbank.com
215-538-5781
800-491-9070
Quakertown
2012
Mutual funds, stocks/bonds, fixed/variable annuities, insurance products, options, pension/retirement plans, financial planning
24
Quadrant Private Wealth
www.quadrantprivatewealth.com
610-849-2740
Bethlehem
2014
Investment management, estate planning, insurance wealth structuring, business succession planning, financial planning, mergers and acquisitions
25
Quantum Financial Management LLC
www.quantum-fm.com
610-841-3400
866-710-2850
Allentown
1982
Wealth management and retirement, financial and business planning
26
RKL Wealth Management LLC
www.rklwealth.com
610-376-9561
888-202-9363
Wyomissing
1999
Financial planning, family wealth and estate planning, investment management, tax planning, insurance review, qualified retirement plan services
27
The Good Life Companies
www.goodlifeco.com
610-898-6927
Wyomissing
2012
Financial planning, risk management, investment management, retirement planning, distribution and rollovers
28
The Rockland Group - Wealth Management
www.rocklandwealth.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
29
Tompkins Financial Advisors
www.tompkinsfinancialadvisors.com
610-372-7737
Ithaca, N.Y.
DNR
Wealth management, financial planning, trusts and estates, risk management
30
Univest Wealth Management Division
www.univest.net
877-723-5571
Souderton
1876
Integrated financial solutions, banking, insurance, investments, home loans, wealth management
31
Valley National Financial Advisors
www.valleynationalgroup.com
610-868-9000
800-383-8297
Bethlehem
1985
Financial planning, investment management, tax planning and preparation, estate planning, education planning, insurance, trust services, ExecutiveEdge, personal financial planning for corporate leaders