Best Financial Advisors in Bethlehem, PA

16 firms listed · all 16 in Bethlehem · 9 rated 4.5+ · 2 show a license

Data verified October 25, 2026

MTM Financial Group

MTM Financial Group

5.0 7 reviews
“If you're looking for financial consultation you can't make a better decision than choosing these guys!”
Since 2011
4505 Hanoverville Rd
i
Renaissance Wealth Management

Renaissance Wealth Management

5.0 4 reviews
“Renaissance Wealth Management has consistently provided excellent service with integrity and great communication for over fifteen years, .”
Since 2006
4510 Bath Pike #200
i
Comprehensive Wealth Strategies

Comprehensive Wealth Strategies

5.0 1 review
“Brian is a wealth of knowledge and puts his clients best interest first.”
Since 2011
2571 Baglyos Cir b27
i
The Rockland Group - Wealth Management

The Rockland Group - Wealth Management

5.0 1 review
“Rob Mcfarland very understanding and has patience Thanks John Palazzo”
Since 2017
81 Highland Ave #200
i
Financial Sources

Financial Sources

5.0 1 review
“They have made our investment planning a pleasant and comfortable experience.”
Since 1999
70e E Broad St
i
Lehigh Valley Investment Group

Lehigh Valley Investment Group

LicensedSince 2007
4000 Wegmans Dr Suite #200
i

The 16 firms listed for Bethlehem, PA provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Bethlehem, PA

All 16 firms we list here are in Bethlehem itself. We have 17 firms in Bethlehem on file; this page shows the highest-rated 16. 10 of the firms on this page have a rating, from 4.0 to 5.0 across 26 reviews; 9 are rated 4.5 or higher. 2 show a license on their websites. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 1 is family- or locally-owned. We have a website on file for all 16 of the firms on this page; 15 publish a contact page; 12 list a public email and 1 takes bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

O'Hagan Group

O'Hagan Group

Since 2010
1429 W Broad St
i
Valley National Financial Advisors

Valley National Financial Advisors

Since 2005
1655 Valley Center Pkwy #100
i
Cornerstone Advisors Asset Management

Cornerstone Advisors Asset Management

LicensedSince 2001
74 W Broad St # 340
i
Market Street Financial

Market Street Financial

5.0 1 review
“Joe Palma listened to my needs and gave me great advice for plans.”
14 W Market St
i
Antonchak Financial

Antonchak Financial

Since 2023Family-owned
3 E North St
i
Monocacy Wealth Partners

Monocacy Wealth Partners

Since 2018
190 Brodhead Rd #323
i
Janney Montgomery Scott

Janney Montgomery Scott

Since 1995
81 Highland Ave #100
i
Tiller Private Wealth

Tiller Private Wealth

Since 2022
1412 Walter St # 2
i
Apple Tree Wealth Management

Apple Tree Wealth Management

Since 2015
1806 Apple Tree Ln
i
Great Scott Financial Services

Great Scott Financial Services

Since 2014
3101 Emrick Blvd # 310
i
HomeWealth Management AdvisorsPennsylvaniaBethlehem, PA

Why these companies made our list

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