Find a Financial Planner 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.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a CFP® in Bethlehem Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Bethlehem area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Bethlehem include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
20.2% of Bethlehem's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Bethlehem area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Bethlehem area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Bethlehem area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Bethlehem area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Pennsylvania has unique laws defining which actions trigger a taxable event and has the 23rd highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Bethlehem area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Bethlehem area when dealing with high-interest credit card debt and private student loans.

 

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: 15 years

YOUNGS ADVISORY GROUP, INC.

Website

(610) 954-9940

1412 Walter Street

Bethlehem, PA 18015

SEC#: 801-53367
Years in Business: 24 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: 37 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