Find a Financial Advisor in Northampton County, PA

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We Only Work With The Best Northampton County Financial Advisors

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

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

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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

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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 Northampton County, PA

  • Financial Advisor Close to Northampton 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 Northampton 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 Northampton County, PA

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

  • Population: 302,809
  • % of Population 62 Years and Over: 22.8%
  • Average Home Value: $226,600
  • Average Monthly Housing Cost: $1,222
  • Average Household Income: $90,901
  • 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.)


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The Top Financial Advisor Firms in Northampton County, 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: 11 years

GFP INVESTMENT SERVICES, INC.

Website

(610) 419-8680

135 East Broad Street

Bethlehem, PA 18018

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

 


Northampton County, PA Financial Advisor FAQs

Northampton County is located in the eastern part of Pennsylvania. The county seat is Easton. Northampton County is bounded by the Delaware River to the east, the Lehigh River to the north, and the Pocono Mountains to the west. According to the U.S. Census Bureau, the top employer in Northampton County, Pennsylvania is Lehigh Valley Health Network, with 8,200 employees and annual revenue of $2.2 billion. Northampton County is home to the Crayola Factory, the National Museum of Industrial History, and the Moravian Historical Society. The county is also home to several historical sites including the Liberty Bell and the Lehigh Valley Railroad. Connect with our trusted team of financial advisors in Northampton County, PA which is located in the northeastern part of its state. It got its name from Northamptonshire, England. Forming part of the Lehigh Valley, the county borders Delaware Valley and is included in Philadelphia's Media Market. Adjacent to this county are Monroe County in the north, Bucks County in the south, Warren County, NJ in the east, and Lehigh County in the west. Check out the list below for financial advisors serving close to this area.

Yes. Financial advisors can often be useful with their ability to invest cash on behalf of the client until it is needed, which allows access to immediate investment opportunities.

Financial advisors are not only about planning for retirement but they are also there in order to help plan and improve your long-term finances.

It is important for your advisor to be able to lead you in all aspects of your financial life. Find someone who not only understands the markets but also investments, taxation, retirement needs, estate planning, and insurance coverage.

Commission-based advisors typically base their charges on the value of the investments they advise on. Contrarily, an advisory fee is charged by an advisor who leaves it up to the client to decide which investments to buy.


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