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Find Retirement Advisors for Retirement Planning in Allentown, Pennsylvania

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Finding the Best Retirement Planners in Allentown, Pennsylvania

Last Updated - April 25, 2025

Allentown has 13 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 7 non-vetted advisors in your local area. These retirement advisors in Allentown, Pennsylvania have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Allentown, Pennsylvania

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

6081 Hamilton Boulevard,
Suite 600,
Allentown, PA 18106 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Michael Scavullo
Solebury Investment Group, Llc.

Qualifications
CRD# 2537103
Firm CRD# 297811
Series 7, 24, 63, 65

Minimum Assets Required
$50,000

Address

5266 Bailey Ct.,
Doylestown, PA 18901 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Vanguard Personal Advisor

Qualifications
Firm CRD# 106715

Minimum Assets Required
Not Specified

Address

100 Vanguard Blv V26,
Malvern, PA 19355 See Details

Advisory Services:

Retirement Planning, Education Funding and Planning

Compensation/Fee

Fee-Based

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VERIFIED

Sequoia Financial Group

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

Address

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

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Patrick Thomas Sewards
CFA^®
Costello Asset Management

Qualifications
CRD# 5060821
Firm CRD# 123249
Series 66

Minimum Assets Required
$100,000

Address

1234 Bridgetown Pike,
Suite 210,
Feasterville, PA 19053 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Jim Kilcommons
CFP^®
Princeton Global

Qualifications
CRD# 1340382
Firm CRD# 146644

Minimum Assets Required
$0

Address

17 Hulfish Street, Suite 240,
Princeton, NJ 08542 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Hourly, Based on Assets

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VERIFIED

Diversified, LLC
CFP^®

Qualifications
Firm CRD# 331709
Series 65

Minimum Assets Required
$250,000

Address

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

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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VERIFIED

Frank Lepore
Bleakley Financial Group

Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

4050 Crums Mill Road,
Suite 204,
Harrisburg, PA 17112 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 7 Retirement Planning firms in Allentown, Pennsylvania (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	3435 Winchester Road, Suite 102 Allentown, PA, 18104	$1,000,469,143	1639	9	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
2	4600 Broadway, Allentown, PA, 18104	$556,993,640	117	14	A percentage of AUM
3	600 W. Hamilton Street, Suite 300 Allentown, PA, 18101	$398,971,327	897	9	A percentage of AUM, Fixed fees
4	6126 Hamilton Blvd., Suite 103 Allentown, PA, 18106	$178,074,473	1001	2	A percentage of AUM, Hourly charges, Fixed fees
5	33 South 7th Street, Suite 300 Allentown, PA, 18101	$169,212,484	728	4	A percentage of AUM, Hourly charges, Fixed fees
6	1275 Glenlivet Drive, Suite 335 Allentown, PA, 18106	$125,161,376	577	3	A percentage of AUM, Hourly charges, Fixed fees
7	3435 Winchester Road, Suite 102 Allentown, PA, 18104	$0	0	2	Hourly charges, Fixed fees, Other (% OF NORTHEAST FINANCIAL GROUP'S AUM DUE TO TRI-PARTY AGREEMENT.)

Information on Top Retirement Planning firms in Allentown, Pennsylvania

NORTHEAST FINANCIAL GROUP, INC.

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QualificationsFirm CRD# 122609

Assets Under Management $1,000,469,143

No. Of Clients1639

Clients Per Financial Advisor182

NORTHEAST FINANCIAL GROUP, INC. is a financial advisory firm situated in Allentown, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1639 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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GIRARD PENSION SERVICES, LLC

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QualificationsFirm CRD# 117901

Assets Under Management $556,993,640

No. Of Clients117

Clients Per Financial Advisor8

GIRARD PENSION SERVICES, LLC is a financial advisory firm situated in Allentown, Pennsylvania. With a nearly $557M assets under management, the firm specializes in crafting personalized retirement planning solutions for 117 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for businesses or institutional clients
Pesnsion consulting services

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MORTON BROWN FAMILY WEALTH LLC

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QualificationsFirm CRD# 292278

Assets Under Management $398,971,327

No. Of Clients897

Clients Per Financial Advisor100

MORTON BROWN FAMILY WEALTH LLC is a financial advisory firm situated in Allentown, Pennsylvania. With a nearly $399M assets under management, the firm specializes in crafting personalized retirement planning solutions for 897 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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SECTOR ANALYSTS LLC

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QualificationsFirm CRD# 169789

Assets Under Management $178,074,473

No. Of Clients1001

Clients Per Financial Advisor501

SECTOR ANALYSTS LLC is a financial advisory firm situated in Allentown, Pennsylvania. With a nearly $178M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1001 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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ERICKSON FINANCIAL GROUP, LLC

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QualificationsFirm CRD# 299818

Assets Under Management $169,212,484

No. Of Clients728

Clients Per Financial Advisor182

ERICKSON FINANCIAL GROUP, LLC is a financial advisory firm situated in Allentown, Pennsylvania. With a nearly $169M assets under management, the firm specializes in crafting personalized retirement planning solutions for 728 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

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ENGLEBERT FINANCIAL ADVISERS, LLC

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QualificationsFirm CRD# 300568

Assets Under Management $125,161,376

No. Of Clients577

Clients Per Financial Advisor192

ENGLEBERT FINANCIAL ADVISERS, LLC is a financial advisory firm situated in Allentown, Pennsylvania. With a nearly $125M assets under management, the firm specializes in crafting personalized retirement planning solutions for 577 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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HERBEIN FINANCIAL GROUP, LLC

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QualificationsFirm CRD# 322194

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

HERBEIN FINANCIAL GROUP, LLC is a financial advisory firm situated in Allentown, Pennsylvania. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Hourly charges
Fixed fees
Other (% OF NORTHEAST FINANCIAL GROUP'S AUM DUE TO TRI-PARTY AGREEMENT.)

Financial Planning Services

Financial planning services
Other (PROVIDING SERVICES ALONG WITH RELATED FIRM)

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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