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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
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
Client 1st Financial LLC
www.c1fin.com
610-841-3037
Fogelsville
2011
Fee-based planning, asset management, retirement plans, executive benefits
7
Corbenic Partners
www.corbenicpartners.com
610-814-2472
Bethlehem
1994
Personalized portfolio management, business planning, estate planning, retirement planning and insurance planning
8
Cornerstone Advisors Asset Management LLC & Cornerstone Institutional Investors LLC
www.cornerstone-companies.com
610-694-0900
Bethlehem
1997
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
1998
Retirement and estate planning, wealth management, long-term care and life insurance, tax preparation
10
Fidelity Capital Managament
www.fidelitycm.com
610-972-4887
Kutztown
1999
Financial advisory services for individuals and corporations, stocks, bonds and mutual funds, specializing in 401k rollovers and 401k plans
11
Flaherty Financial Services LLC
www.samflaherty.com
215-723-2000
Souderton
2003
Financial planning, retirement income planning
12
JoycePayne Partners
www.joycepaynepartners.com
610-882-3882
Richmond, Va.
1993
Investment strategy, alternative investments and financial planning
13
McQueen Ball & Associates Inc.
www.mcqueenball.com
610-954-0400
Bethlehem
1981
Independent, fee-only investment adviser providing financial planning and investment management services
14
Milestone Financial Associates LLC
www.milestonefa.com
610-421-8777
Macungie
2002
Individual wealth management and fiduciary governance for retirement plans
15
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
16
One Financial Services
www.onefinancialservices.com
610-437-3500
Allentown
12
Estate planning, special needs planning, continuity planning, asset management, retirement planning, life insurance, disability insurance, tax-efficient investing strategies, education funding strategies, securities and financial planning offered through LPL Financial, a registered investment adviser member Financial Industry Regulatory Authority and Securities Investor Protection Corporation
17
QNB Financial Services
www.qnbbank.com
215-538-5781
Quakertown
2012
Mutual funds, stocks/bonds, fixed/variable annuities, insurance products, options, pension/retirement plans, financial planning
18
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
19
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
20
The Good Life Companies
www.goodlifefa.com
610-898-6927
Wyomissing
2012
Financial planning, risk management, investment management, retirement planning, distribution and rollovers
21
Tompkins Financial Advisors
www.tompkinsfinancialadvisors.com
610-372-7737
Ithaca, NY
DNR
Wealth management, financial planning, trusts and estates, risk management
22
Valley National Financial Advisors
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
23
Youngs Advisory Group Wealth Management
www.youngsag.com
610-954-9940
Bethlehem
1996
Wealth management, retirement and defensive portfolio strategy and financial planning