Find a Financial Advisor in Lehigh County, PA

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

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We Only Work With The Best Lehigh County 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 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 Lehigh County, PA


  • Financial Advisor Close to Lehigh County, 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 Lehigh County, 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 Lehigh County, PA

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

  • Population: 365,052
  • % of Population 62 Years and Over: 20.1%
  • Average Home Value: $212,100
  • Average Monthly Housing Cost: $1,152
  • Average Household Income: $86,346
  • 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 Lehigh County, PA

 

GIRARD PENSION SERVICES, LLC

Website

(610) 821-1331

4600 Broadway

Allentown, PA 18104

SEC#: 801-60904
Years in Business: 20 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: 15 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: 4 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: 23 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

 


Lehigh County, PA Financial Advisor FAQs

Lehigh County is a county in Pennsylvania, United States, that is situated in the Lehigh Valley area. The county's inhabitants was 374,557 as of the 2020 census. Allentown, the state's third-largest city after Philadelphia and Pittsburgh, is the county seat. Allentown School District is the top employer in Lehigh county, with over 3,000 employees. Lehigh County, Pennsylvania, is best known for its scenic views, quaint small towns, and proximity to major metropolitan areas. The county is home to several historical landmarks and is a popular destination for tourists and residents alike. We bring you in contact with top-tier financial advisers in Lehigh County, Pennsylvania, and we've collaborated with them. Lehigh County is a county in the Lehigh Valley region of Pennsylvania, United States. Many of our financial advisors are in high demand, so you'll want to find one who can help you with your finances as soon as possible. Find financial gurus in your area by looking through the list below.

There are a few things you can look out for when looking for a financial advisor, such as the fee schedule and services offered by an individual. You want to find someone who has your best interest in mind and will always give you honest, unbiased advice.

The first step is to do your research. There are three basic types of financial advisors. Find out which type best suits your needs and contact one of them.

A financial advisor can provide a neat solution to a lot of questions. They often specialize in investment management and retirement planning, and just as often specialize in any of the following: wealth advisory, estate planning or family office services. The best place to start is by checking out what they do for their clients who are like you. Find someone with your interest and ask them for an idea of how it's done.

A financial advisor will help their client set up a budget, come up with strategies for saving money in the long term, and provide professional advice when it comes to making investments or dealing with debts.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.