Best Financial Advisors in Allentown

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
110+
Advisors
4.8/5.0
Average Rating

Allentown Financial Landscape

As of 2023, Allentown's economy is diversifying with growth in healthcare, manufacturing, and education. The city is experiencing a revitalization in urban development.

Major industries
Manufacturing, Healthcare, Education
Population
118.6K (metro: 1.1M)
Median household income
$60,000
Unique needs
Allentown requires infrastructure improvements and workforce development to support its growing industries.
Market Insights
Economic Growth
According to BEA (2023), Allentown's GDP growth rate is projected at 3.2%, driven by healthcare and manufacturing sectors.
Wealth Demographics
According to Census (2023), the median household income in Allentown is $60,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Allentown are increasingly focusing on retirement planning and investment management.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Allentown is 5% lower than the national average, making it affordable for residents.
Real Estate Market
According to Zillow (2024), the median home price in Allentown is $250,000, with a 7% increase over the past year.
Business Environment
According to Fortune (2024), Allentown's business climate is improving, with incentives for startups and small businesses.

Top 5 Financial Advisors in Allentown

WealthScope Financial
★ ★ ★ ★ ★ 5
Morton Brown Family Wealth
★ ★ ★ ★ ★ 5
A Better Way Financial
★ ★ ★ ★ ★ 5
Ascent Wealth Management, LLC.
★ ★ ★ ★ ★ 5
Morgan Stanley Financial Advisors
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in Allentown, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
Allentown-Specific Expertise
For Allentown residents working in Manufacturing, Healthcare, Education, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
Allentown's manufacturing focus poses economic risks; housing market may face volatility. Flooding and snowstorms are concerns—diversify investments to mitigate risks.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby Pennsylvania locations

Philadelphia Pittsburgh Allentown Erie Reading Scranton Bethlehem Lancaster