Find a Financial Advisor in Allentown, PA

 

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We Only Work With The Best Allentown Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

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Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Allentown, PA


  • Financial Advisor Close to Allentown, PA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Allentown, PA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Allentown, PA

We evaluated over 13,000 RIA firms to bring you the best of the best Allentown financial advisors.
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How Retirement-Friendly is Allentown, PA?

  • Population: 120,915
  • % of Population 62 Years and Over: 14.2%
  • Average Home Value: $130,200
  • Average Monthly Housing Cost: $1,013
  • Average Household Income: $56,842
  • Pennsylvania Total Tax Burden: 8.46% (23rd Highest in U.S.)
  • Pennsylvania Property Tax: 2.82% (24th Highest in U.S.)
  • Pennsylvania Individual Income Tax: 2.52% (19th Highest in U.S.)
  • Pennsylvania Sales and Excise Tax: 3.12% (19th Lowest in U.S.)



The Top Financial Advisor Firms in Allentown, PA

 

GIRARD PENSION SERVICES, LLC

Website

(610) 821-1331

4600 Broadway

Allentown, PA 18104

SEC#: 801-60904
Years in Business: 19 years

SECTOR ANALYSTS LLC

Website

(610) 945-8014

6126 Hamilton Blvd.
Suite 103
Allentown, PA 18106

SEC#: 801-110613
Years in Business: 4 years

BALDRIGE ASSET MANAGEMENT

Website

(610) 336-4395

7540 Windsor Drive
Suite 205
Allentown, PA 18195

SEC#: 801-57985
Years in Business: 21 years

ANDESA FINANCIAL MANAGEMENT, INC.

Website

(610) 841-5367

4905 Hamilton Boulevard

Allentown, PA 18106

SEC#: 801-67683
Years in Business: 14 years

MORTON BROWN FAMILY WEALTH LLC

Website

(610) 709-5072

600 W. Hamilton Street
Suite 300
Allentown, PA 18101

SEC#: 801-112510
Years in Business: 3 years

ENERGY POWER MANAGEMENT I, LLC

Website

(610) 557-1870

1605 N Cedar Crest Blvd
Suite 509
Allentown, PA 18104

SEC#: 801-100380
Years in Business: 6 years

GIRARD ADVISORY SERVICES, LLC

Website

(610) 821-1331

4600 Broadway

Allentown, PA 18104

SEC#: 801-60354
Years in Business: 20 years

HORNOR, TOWNSEND & KENT, LLC

Website

(610) 440-0458

1550 Pond Rd
Suite 140
Allentown, PA 18104

SEC#: 801-56151
Years in Business: 22 years

TRIAD HYBRID SOLUTIONS, LLC

Website

(610) 395-2088

682 North Brookside Road
Suite 100
Allentown, PA 18106

SEC#: 801-80075
Years in Business: 7 years

 


Allentown, PA Financial Advisor FAQs

It depends on the level of financial services you need. Your list should include both advisors that manage your portfolio and advisors who specialize in estate planning, tax assistance, asset protection, retirement savings plans (IRAs), college savings plans and insurance coverage.
Financial planners typically charge an annual retainer to provide clients with financial advice and access to investment products, which could include insurance policies, mutual funds, retirement plans or annuities. This plan may also entitle the client to certain benefits like eliminating latency periods in the purchase of securities and providing tax preparation services. There are traditional fee-based advisors who charge a flat rate each year for their financial advisory service as well as commission based advisers who charge commissions on investments purchased during the calendar year.
There are many questions you should ask your financial advisor, but the important ones are these three: - What is their typical investment strategy? - Can I take over control of my portfolio at any time? - How much will this cost?
The role of a financial advisor is to offer professional guidance on investments. In order to do this, they recommend the right strategy for the individual as well as any supplemental services that might be best suited for them from their company(s). The tasks usually include analyzing your current financial situation and determining what type of advisors - such as insurance agents, tax planners, etc., would be appropriate for you. Financial advisors may also advise on how much liquidity should be maintained in a portfolio and help people gain a better understanding of investment risk.