What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Allentown, PA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Allentown, PA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Rick Bell
CLU®
Planning Capital Management
Allentown, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Philadelphia, PA, serving clients locally and across the country
Dave Rowan
CFP®, MBA
Rowan Financial, LLC
Bethlehem, PA
Specialties: Real Estate Investing, Starting Up a Side Hustle, Retirement Readiness, Comprehensive Financial Planning, Investment Management
Providing balanced, comprehensive and unbiased financial advice to real estate investors, entrepreneurs and individuals in the Lehigh Valley and nationwide.
Ayad Amary
CFP®, AIF®
Wealthcare of the Lehigh Valley
Center Valley, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Asset Management, Estate and Legacy Planning, Tax Planning
Fee-Only financial planner located in the Lehigh Valley, PA area. Serving clients in Allentown, PA | Bethlehem, PA | Easton, PA | Nationwide via Zoom.
Jessica Goedtel
CFP®
Pavilion Financial Planning
Allentown, PA
Specialties: Comprehensive Financial Planning, Equity Compensation, Investment Management, Tax Planning
Virtual, fee-only financial planner for young professionals all over the country. Firm based in Allentown, Pennsylvania
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
