Find a Financial Advisor in Bethlehem, PA

 

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We did the hard work of finding trustworthy partners in Bethlehem, PA.

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We Only Work With The Best Bethlehem 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

Conflict Free

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 Bethlehem, PA


  • Financial Advisor Close to Bethlehem, 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 Bethlehem, 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 Bethlehem, PA

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

  • Population: 75,461
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $174,100
  • Average Monthly Housing Cost: $1,091
  • Average Household Income: $73,058
  • 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 Bethlehem, PA

 

QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

Website

(610) 849-2743

2 West Market Street

Bethlehem, PA 18018

SEC#: 801-106484
Years in Business: 6 years

VALLEY NATIONAL ADVISERS INC

Website

(610) 868-9000

1655 Valley Center Parkway
Suite 100
Bethlehem, PA 18017

SEC#: 801-25126
Years in Business: 36 years

CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC

Website

(610) 694-0900

74 West Broad Street, Suite 340

Bethlehem, PA 18018

SEC#: 801-65091
Years in Business: 16 years

YOUNGS ADVISORY GROUP, INC.

Website

(610) 954-9940

1412 Walter Street

Bethlehem, PA 18015

SEC#: 801-53367
Years in Business: 25 years

CORBENIC PARTNERS, LLC

Website

(610) 814-2474

1525 Valley Center Parkway
Ste 310
Bethlehem, PA 18017

SEC#: 801-72703
Years in Business: 10 years

MTM FINANCIAL GROUP, LLC

Website

(610) 746-7007

4505 Hanoverville Road

Bethlehem, PA 18020

SEC#: 801-97342
Years in Business: 6 years

ARGYLE CAPITAL MANAGEMENT INC

Website

(610) 997-3777

74 West Market Street

Bethlehem, PA 18018

SEC#: 801-19780
Years in Business: 38 years

CAPSTONE ASSET MANAGEMENT

Website

(800) 257-2574

817 West Broad Street

Bethlehem, PA 18018

SEC#: 801-72116
Years in Business: 10 years

GFP INVESTMENT SERVICES, INC.

Website

(610) 419-8680

135 East Broad Street

Bethlehem, PA 18018

SEC#: 801-98345
Years in Business: 6 years

 


Bethlehem, PA Financial Advisor FAQs

Ask how long they have been in practice and how many clients they are usually dealing with. This will help you get an idea of how experienced the advisor is and whether they are well-equipped to take on challenges.
Start by doing research on the Internet. Obtain names of financial advisors with licenses in the state of Pennsylvania. Check for customer reviews, experience, what they specialize in, and how long they have been working as a financial advisor.
Typically financial advisors can be compensated through commissions or by fees for their services.
A financial advisor helps people make sound financial decisions by assessing their current money situation and figuring out where they want to be tomorrow.