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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 P.C.
www.agilipersonalcfo.com
610-882-3882
Richmond, Va.
1993
Investment strategy, alternative investments and financial planning
2
AnchorPoint Wealth Management Inc.
www.anchorpointwealthmanagement.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
CAPTRUST Financial Advisors
www.captrust.com
610-865-2600
Raleigh, NC
2015
Financial advisory services to industry-leading companies, their owners and executive teams, families with substantial wealth, family offices, high-net-worth individuals, retirement plans and endowments and foundations
5
Corbenic Partners
www.corbenicpartners.com
610-814-2474
Bethlehem
2003
Financial planning, portfolio management, succession planning
6
Cornerstone Advisors Asset Management LLC
www.cornerstone-companies.com
610-694-0900
800-923-0900
Bethlehem
1997
Institutional consulting, investment consulting, retirement plan consulting, executive benefits and planned giving, private wealth, wealth management, financial planning, estate planning and family office support, insurance consulting, institutional and private wealth investors
7
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
8
Domani Wealth LLC
www.domaniwealth.com
610-927-4685
1-855-855-5455
Lancaster
1995
Registered investment advisory firm specializing in comprehensive wealth and investment management
9
Financial Planning Advisors Inc.
www.financialpa.com
610-376-6334
Wyomissing
1987
Comprehensive financial planning and investment advisory services
10
Flaherty Financial Services LLC
www.samflaherty.com
215-723-2000
Souderton
2003
Financial planning, retirement income planning
11
Girard, a Univest Wealth Division
www.meetgirard.com
877-723-5571
Souderton
1876
Integrated financial solutions, banking, insurance, investments, home loans, wealth management
12
Good Life Companies
www.goodlifeco.com
610-898-6927
Reading
2012
Financial planning, risk management, investment management, retirement planning, distribution and rollovers
13
Legacy Planning Partners
www.legacy-online.com
484-765-9100
Allentown
1999
Business owner exit planning, retirement income planning and retirement plans
14
MB, Levis & Associates LLC
www.mblevis.com
610-419-9690
Center Valley, PA
2012
Asset management services, financial planning with experienced CFP professionals
15
Milestone Financial Associates LLC
www.milestonefa.com
610-421-8777
800-342-1146
Macungie
2002
Financial planning, investment management and retirement plan consulting
16
Morton Brown Family Wealth
www.mortonbrownfw.com
610-709-5072
Allentown
2018
Portfolio management and financial planning for retirement, income, estate and succession, insurance, education and philanthropy
17
QNB Financial Services
www.qnbbank.com
215-538-5600
800-491-9070
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, financial planning
19
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
20
The Rockland Group - Wealth Management LLC
www.rocklandwealth.com
610-606-0555
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
21
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
22
Youngs Advisory Group Wealth Management
www.youngsag.com
610-954-9940
Bethlehem
1996
Wealth management, portfolio management and financial planning