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Find Retirement Advisors for Retirement Planning in Bethlehem, Pennsylvania
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Bethlehem, Pennsylvania
Last Updated - April 25, 2025Bethlehem has 15 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 8 non-vetted advisors in your local area. These retirement advisors in Bethlehem, Pennsylvania have an average of 30 years of experience.
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List of Qualified Retirement Planning Advisors in Bethlehem, Pennsylvania
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDMichael Scavullo
Solebury Investment Group, Llc.
Qualifications
CRD# 2537103
Firm CRD# 297811
Series 7, 24, 63, 65
Minimum Assets Required
$50,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 100 Front Street,
Suite 1210,
West Conshohocken, PA 19428 See Details - 457 Haddonfield Road,
Suite 310,
Cherry Hill, NJ 08002 See Details - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details - 340 Madison Avenue,
New York, NY 10173 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Retirement Planning, Education Funding and Planning
Compensation/Fee
Fee-Based
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
VERIFIEDJim Kilcommons
CFP®
Princeton Global
Qualifications
CRD# 1340382
Firm CRD# 146644
Minimum Assets Required
$0
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
Compensation/Fee
Fee-Based, Hourly, Based on Assets
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
VERIFIEDFrank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Since 1998
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Top 8 Retirement Planning firms in Bethlehem, Pennsylvania (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 74 West Broad Street, Suite 340, Bethlehem, PA, 18018 | $8,299,028,636 | 1841 | 33 | A percentage of AUM, Fixed fees |
| 2 | 1655 Valley Center Parkway, Suite 100 Bethlehem, PA, 18017 | $1,301,950,845 | 5280 | 15 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 1429 West Broad Street, Bethlehem, PA, 18018 | $807,673,483 | 1189 | 8 | A percentage of AUM |
| 4 | 1412 Walter Street, Bethlehem, PA, 18015 | $646,296,692 | 1146 | 11 | A percentage of AUM, Fixed fees |
| 5 | 4505 Hanoverville Road, Bethlehem, PA, 18020 | $620,658,505 | 3167 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 1525 Valley Center Pkwy, Suite 120 Bethlehem, PA, 18017 | $476,000,000 | 1482 | 4 | A percentage of AUM, Fixed fees |
| 7 | 95 Highland Avenue, Suite 310 Bethlehem, PA, 18017 | $284,313,612 | 538 | 5 | A percentage of AUM, Fixed fees |
| 8 | 79 West Market St Suite 100, Bethlehem, PA, 18018 | $131,722,553 | 622 | 2 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Bethlehem, Pennsylvania
QualificationsFirm CRD# 138638
Assets Under Management $8,299,028,636
No. Of Clients1841
Clients Per Financial Advisor56
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC is a financial advisory firm situated in Bethlehem, Pennsylvania. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1841 clients. The team consists of 33 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
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 110788
Assets Under Management $1,301,950,845
No. Of Clients5280
Clients Per Financial Advisor352
VALLEY NATIONAL ADVISERS INC is a financial advisory firm situated in Bethlehem, Pennsylvania. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5280 clients. The team consists of 15 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
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 315389
Assets Under Management $807,673,483
No. Of Clients1189
Clients Per Financial Advisor149
O'HAGAN GROUP, INC. is a financial advisory firm situated in Bethlehem, Pennsylvania. With a nearly $808M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1189 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 111268
Assets Under Management $646,296,692
No. Of Clients1146
Clients Per Financial Advisor104
TILLER PRIVATE WEALTH, INC. is a financial advisory firm situated in Bethlehem, Pennsylvania. With a nearly $646M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1146 clients. The team consists of 11 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
- Selection for other advisors
QualificationsFirm CRD# 147221
Assets Under Management $620,658,505
No. Of Clients3167
Clients Per Financial Advisor317
MTM FINANCIAL GROUP, LLC is a financial advisory firm situated in Bethlehem, Pennsylvania. With a nearly $621M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3167 clients. The team consists of 10 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
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 332476
Assets Under Management $476,000,000
No. Of Clients1482
Clients Per Financial Advisor371
LIBERTY SQUARE WEALTH PARTNERS LLC is a financial advisory firm situated in Bethlehem, Pennsylvania. With a nearly $476M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1482 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 331996
Assets Under Management $284,313,612
No. Of Clients538
Clients Per Financial Advisor108
KEYVANTAGE WEALTH ADVISORS is a financial advisory firm situated in Bethlehem, Pennsylvania. With a nearly $284M assets under management, the firm specializes in crafting personalized retirement planning solutions for 538 clients. The team consists of 5 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
QualificationsFirm CRD# 309422
Assets Under Management $131,722,553
No. Of Clients622
Clients Per Financial Advisor311
STARK WEALTH MANAGEMENT LLC is a financial advisory firm situated in Bethlehem, Pennsylvania. With a nearly $132M assets under management, the firm specializes in crafting personalized retirement planning solutions for 622 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
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