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Find The Best Financial Advisors in Bethlehem, Pennsylvania

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Bethlehem is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Bethlehem & pick the one as per your needs

How To Find The Best Financial Advisors in Bethlehem , Pennsylvania
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Bethlehem, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 16 vetted financial advisors and 8 non-vetted financial advisors in Bethlehem, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Bethlehem, Pennsylvania have an average of 18 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Bethlehem , Pennsylvania

Michael Scavullo

Solebury Investment Group, Llc.

215-622-7741

Address

5266 Bailey Ct.,
Doylestown, PA 18901 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Robert Mammana

Gladstone Wealth Partners

646-509-5854

Address

1545 US-206 Suite 300,
Bedminster, NJ 07921 See Details

Vanguard Personal Advisor

800-211-7806

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

Sequoia Financial Group

888-225-3777

Address

1205 Westlakes Dr., Suite 270,
Berwyn, PA 19312 See Details

Bill Clinton

LPL - Riverstone Wealth Planners

908-888-6906

Address

385 Route 24,
Suite 3E,
Chester, NJ 07930 See Details

Frank Lepore

Bleakley Financial Group

973-244-4237

Address

300 Kimball Drive,
Suite 310,
Parsippany, NJ 07054 See Details

Diversified, LLC

302-765-3500

Address

3705 Concord Pike,
Talleyville Postal Store, DE 19803 See Details

Retirable, Inc.

833-222-1807

Address

41 East 11th Street,
New York, NY 10003 See Details

Farther Finance, LLC

646-494-2925

Address

4 World Trade Center,
New York, NY 10019 See Details

Top Financial Advisor Firms in Bethlehem, Pennsylvania(Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 74 West Broad Street, Suite 340, Bethlehem, PA, 18018	138638	$8,299,028,636	1841	A percentage of AUM, Fixed fees
VALLEY NATIONAL ADVISERS INC 1655 Valley Center Parkway, Suite 100 Bethlehem, PA, 18017	110788	$1,301,950,845	5280	A percentage of AUM, Hourly charges, Fixed fees
O'HAGAN GROUP, INC. 1429 West Broad Street, Bethlehem, PA, 18018	315389	$807,673,483	1189	A percentage of AUM
TILLER PRIVATE WEALTH, INC. 1412 Walter Street, Bethlehem, PA, 18015	111268	$646,296,692	1146	A percentage of AUM, Fixed fees
MTM FINANCIAL GROUP, LLC 4505 Hanoverville Road, Bethlehem, PA, 18020	147221	$620,658,505	3167	A percentage of AUM, Hourly charges, Fixed fees
LIBERTY SQUARE WEALTH PARTNERS LLC 1525 Valley Center Pkwy, Suite 120 Bethlehem, PA, 18017	332476	$476,000,000	1482	A percentage of AUM, Fixed fees
KEYVANTAGE WEALTH ADVISORS 95 Highland Avenue, Suite 310 Bethlehem, PA, 18017	331996	$284,313,612	538	A percentage of AUM, Fixed fees
STARK WEALTH MANAGEMENT LLC 79 West Market St Suite 100, Bethlehem, PA, 18018	309422	$131,722,553	622	A percentage of AUM, Fixed fees

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Find The Best Financial Advisors in Bethlehem, Pennsylvania

How To Find The Best Financial Advisors in Bethlehem , PennsylvaniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Bethlehem , Pennsylvania

Solebury Investment Group, Llc.

Address

Address

Gladstone Wealth Partners

Address

Address

Address

LPL - Riverstone Wealth Planners

Address

Bleakley Financial Group

Address

Address

Address

Address

Top Financial Advisor Firms in Bethlehem, Pennsylvania(Ranked by AUM)

Select other cities around Bethlehem, Pennsylvania to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Bethlehem , Pennsylvania
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy