Find a Financial Planner in Northampton County, PA

 

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We did the hard work of finding trustworthy partners 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.

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 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

 

How Can a CFP® in Northampton County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Northampton County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Northampton County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
22.8% of Northampton County'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 Northampton County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning involves much more than just setting up a will. In the Northampton County area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Northampton County area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Northampton County area often offer tax planning services to their clients. 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 Northampton County 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Northampton County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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.)


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: 5 years

VALLEY NATIONAL ADVISERS INC

Website

(610) 868-9000

1655 Valley Center Parkway
Suite 100
Bethlehem, PA 18017

SEC#: 801-25126
Years in Business: 35 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: 9 years

MTM FINANCIAL GROUP, LLC

Website

(610) 746-7007

4505 Hanoverville Road

Bethlehem, PA 18020

SEC#: 801-97342
Years in Business: 5 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: 5 years