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Top Financial Advisors in Bethlehem, PA

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Finding the Top Financial Advisor Firms in Bethlehem, Pennsylvania

Are you looking for a financial advisor in the Bethlehem, Pennsylvania area? To help you begin your search, SmartAsset has put together this list of the top firms in the city. You can check out specific information about each firm, including their investing strategies, qualifications, services, minimums and more. To connect with up to three financial advisors in your area, try SmartAsset's free matching tool.

Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Cornerstone Advisors Asset Management, LLC Cornerstone Advisors Asset Management, LLC logo Find an Advisor

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$6,875,542,744 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors
2 Valley National Advisers, Inc. Valley National Advisers, Inc. logo Find an Advisor

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$1,105,560,995 $1,500 minimum annual fee
  • Financial planning
  • Portfolio management

Minimum Assets

$1,500 minimum annual fee

Financial Services

  • Financial planning
  • Portfolio management
3 Quadrant Private Wealth Management, LLC Quadrant Private Wealth Management, LLC logo Find an Advisor

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$991,905,607 No set account minimum
  • Financial planning
  • Portfolio management 
  • Selection of other advisors

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management 
  • Selection of other advisors

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4 Youngs Advisory Group, Inc. Youngs Advisory Group, Inc. logo Find an Advisor

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$502,592,283 $1,000,000
  • Financial planning
  • Portfolio management

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management
5 Corbenic Partners, LLC Corbenic Partners, LLC logo Find an Advisor

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$577,689,793 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors
6 MtM Financial Group, LLC MtM Financial Group, LLC logo Find an Advisor

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$312,000,000 $100,000
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Publication of periodicals
  • Educational seminars

Minimum Assets

$100,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Publication of periodicals
  • Educational seminars

How We Found the Top Financial Advisors in Bethlehem, Pennsylvania

To find the top financial advisors in Bethlehem, Pennsylvania, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

Cornerstone Advisors Asset Management

Cornerstone Advisors Asset Management, LLC

Cornerstone Advisors Asset Management is the top firm on our list. The firm doesn’t impose a set account minimum for its services, though it notes in its Form ADV that it has "target client sizes that vary dependent on advisor, client type, relationship and breadth of services." At its own discretion, the firm may choose not to work with a particular client outside of its target size.

Fittingly, this fee-based firm has a large staff. It collectively features such certifications as accredited investment fiduciary (AIF), chartered retirement plan specialist (CRPS), certified financial planner (CFP), chartered financial analyst (CFA), chartered financial consultant (ChFC), financial paraplanner qualified professional (FPQP) and more.

Certain advisors at this firm can earn commissions from the sale of insurance products or securities. Despite the potential conflict of interest this creates, the firm is legally bound by fiduciary duty to act in clients' best interests at all times.

Cornerstone Advisors Asset Management Background

Cornerstone Advisors Asset Management began offering investment advice in 1998. Today, Cornerstone Benefits, Inc. (CBI) owns the firm, and it is in turn owned by Cornerstone employees.

The firm can provide guidance around many aspects of your financial life such as managing debt, retirement savings, estate planning and tax concerns. The firm works with about as many high-net-worth individuals as it does non-high-net-worth individuals. It also extends its services to charities, pension and profit-sharing plans, businesses, insurance companies and government entities.

Cornerstone Advisors Asset Management Investment Strategy

Cornerstone Advisors Asset Management aims to build diversified portfolios that adhere to the client’s investment goals, tolerance for risk and other key factors. To determine the proper asset allocation for its clients, the firm also takes into account market conditions and available research. Using research compiled by major firms in the industry, the firm notes, “these are prognostications of what can be expected over the next five, 10 and 15 years from these sources and can vary significantly from historical measures.” The firm uses those sources to model out the returns it expects from particular portfolios.

Valley National Advisers

Valley National Advisers, Inc.

Valley National Advisers (VNA) is a large fee-based financial advisor firm. This means that some of the advisors who work here can receive commissions when they sell insurance products or trade securities. While this does represent a potential conflict of interest, the firm is legally bound by its fiduciary duty to act in your best interest at all times.

VNA does not impose a specific minimum account size for its services. However, it may require a minimum annual fee of $1,500. Overall, the firm works mostly with non-high-net-worth individuals, though it also maintains advisory relationships with high-net-worth individuals and their trusts and estates, retirement plans, charitable organizations and businesses.

Valley National Advisers Background

Valley National Advisers was established back in 1985. Chairman and founder Thomas M. Riddle owns 100% of this firm. The advisory team at VNA collectively holds several notable industry designations, including certified financial planner (CFP), certified public accountant (CPA), accredited estate planner (AEP) and more.

VNA specializes in tax services, trust services, insurance planning, retirement planning, education funding through 529 plans and investment management.

Valley National Advisers Investment Strategy

Valley National Advisers seeks to build an investment strategy that takes your risk tolerance into consideration while achieving your financial goals. In order to do this, the firm may engage in the following:

  • Long-term purchases (securities held at least a year)
  • Short-term purchases (securities held less than a year)
  • Trading (securities sold within 30 days)
  • Margin transactions

Advisors may invest using a wide variety of different investment securities.

Quadrant Private Wealth Management

Quadrant Private Wealth Management, LLC

Quadrant Private Wealth Management is a financial advisor firm in central Bethlehem. The firm's team of advisors includes such certifications as certified private wealth advisor (CPWA), certified investment management analyst (CIMA), chartered financial consultant (ChFC), and certified financial planner (CFP).

The firm's client base features a nearly even split between high-net-worth and non-high-net-worth individuals. The firm does not work with any institutional clients. Although Quadrant does not require a minimum account size, it does use a $15,000 minimum annual fee.

As a fee-based firm, certain on-staff advisors here may be able to earn commissions for trading securities or selling insurance products. The firm still abides by fiduciary duty, though, legally binding it to act in your best interest.

Quadrant Private Wealth Management Background

In 2014, Quadrant Private Wealth Management was founded under the name Quadrant Private Wealth, LLC. Today, the firm is a wholly owned subsidiary of Focus Operating, LLC, a large network of financial advisor firms.

The firm offers an array of wealth planning and portfolio management services. More specifically, its services can offer guidance around several topics like business planning, cash flow forecasting, trust and estate planning, financial reporting, charitable giving, distribution planning, tax planning and manager due diligence.

Quadrant Private Wealth Management Investment Strategy

Quadrant Private Wealth Management seeks to build diversified portfolios by evaluating securities utilizing fundamental analysis and other techniques. This entails studying company financials, sector conditions, market projections, readily available market research and other data to make investment decisions.

Youngs Advisory Group

Youngs Advisory Group, Inc.

Youngs Advisory Group is a fee-only firm, which means all of its compensation comes from client-paid fees rather than a combination of advisory fees and third-party commissions. The advisory team at this firm includes certifications such as certified financial planner (CFP), chartered financial analyst (CFA), accredited asset management specialist (AAMS), accredited wealth management advisor (AWMA) and more.

To open an account with this firm, you'll need at least $1 million in investable assets. As a result, the firm mostly works with high-net-worth individuals. Non-high-net-worth individuals and charitable organizations are also clients of Youngs Advisory Group.

Youngs Advisory Group Background 

Youngs Advisory Group has been in operation since 1996. The firm’s principal shareholders are president Webster J. Youngs, chief compliance officer (CCO) John G. Youngs and chief planning officer James M. Beenders. All three owners still work for the firm.

The team’s advisors provide financial planning and investment management services. The firm’s advisors can build a comprehensive financial plan addressing multiple tasks based on your individual needs. The firm uses thorough personal interviews to gather information about your financial standing, tax status, future goals and risk tolerance.

Youngs Advisory Group Investment Strategy

The firm creates diversified portfolios based on your personal financial and investment goals. But it generally focuses on long-term investments, typically holding positions for at least one year or longer. Youngs Advisory Group states the following in its Form ADV: "We are generally not seeking to time the markets with short-term trades; we want exposure to a broad assortment of asset classes and styles, and we want to maintain this over time."

Corbenic Partners

Corbenic Partners, LLC

Corbenic Partners is a fee-based advisory firm that technically doesn't a minimum account size for new clients. However, should you engage the firm, there will be a $7,500 minimum annual fee for investment advisory services. Most of Corbenic's client base is made up of high-net-worth and non-high-net-worth individuals. The firm also works with businesses and retirement plans.

The advisory team at this firm has certifications such as certified financial planner (CFP), certified public accountant (CPA) and financial paraplanner qualified professional (FPQP).

There are advisors who work at this firm that can earn commissions from insurance and securities transactions. This creates a potential conflict of interest, though the firm's fiduciary duty still legally binds it to act in clients' best interests.

Corbenic Partners Background 

Corbenic Partners was formed in 1998. Managing partner Brad Griswold, Robert Vitale, William Velekei, Anthony Deutsch and Anthony Bragano currently own the firm. Griswold has worked in the financial services industry for over 30 years.

Corbenic Partners Investment Strategy 

Like many firms on this list, Corbenic Partners aims for strong returns and achieving long-term goals of clients by prioritizing asset allocation strategies and market research. When building your portfolio, the firm considers your risk tolerance and financial situation. It also utilizes the following methods: 

  • Charting: This method of analysis is performed using patterns to identify current trends and trend reversals to forecast the direction of prices.
  • Fundamental: This method of analysis is performed on historical and present data, with the goal of making financial forecasts.
  • Technical: This method of analysis is performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices.

MtM Financial Group

MtM Financial Group, LLC

MtM Financial Group is a financial advisor firm that has a minimum account size of $100,000. However, depending on the specifics of your financial situation, the firm may waive this requirement. The staff of advisors at MtM includes one accredited asset management specialist (AAMS)

This firm works primarily with individuals below the high-net-worth threshold. It also provides services to non-high-net-worth individuals, charitable organizations and pension and profit-sharing plans.

This firm operates on a fee-based arrangement. This means some advisors may be registered to sell certain products or securities and make commissions for doing so. Despite this arrangement, the firm abides by fiduciary duty, legally binding it to act in clients' best interests.

MtM Financial Group Background

MtM Financial Group can trace its roots back to 2008. The firm is currently owned by founder and president Gene Dickison. According to MtM's website, Dickison also runs a show called "More than Money with Gene Dickison." It includes "TV and radio shows, newsletters, live events and other content to help thousands enjoy their financial lives to the greatest extent possible."

The firm provides advice around several financial topics including portfolio management, estate planning, trust funds and education funding through vehicles like 529 college savings plans. In addition, the firm produces content around such topics for a tv show and a radio segment.

MtM Financial Group Investing Strategy

MtM Financial Group creates and monitors investment portfolios on behalf of its clients. It also emphasizes cash flow strategies from these investments at retirement. It's securities selection process hinges on modern portfolio theory. This prioritizes diversification in order to capture strong returns and protect against market risk.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research