Schimmel John T
“Very nice people & do great work in helping me with my income tax.”
Best Financial Advisors in Easton, PA
15 firms listed · 11 in Easton · 3 open weekends · 12 rated 4.5+
Data verified October 25, 2026
Hawk Financial Group
“Keith is knowledgeable and clear in his explanation of products creating a comfortable transition”
Valor Investments and Planning
“The guidance I've received over the years has taken me from a first-time investor to an accredited investor in a matter of a few years.”
IAM Advisory
“For over 25 years and multiple recessions, an "almost" global financial meltdown (depression) my advisor has guided my finances perfectly.”
Schaeffer Financial & Tax
“The ONLY human I trust with my investments and business advice.”
Freedom For Living Financial Services
The 15 firms listed for Easton, 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: Easton, PA
Of the 15 firms we list here, 11 are in Easton itself and 4 come from Bethlehem (2, 9 mi), Phillipsburg, NJ (1, 1 mi) and Nazareth (1, 6 mi). 12 of the firms on this page have a rating, from 4.5 to 5.0 across 126 reviews. 3 are open on Saturdays. The services the firms on this page list most often on their websites are bookkeeping (2), business tax returns (2), estate planning (2), financial statements (2) and retirement planning (2). 2 have a BBB rating of A or A+. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 2003. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 13 of the firms on this page; 12 publish a contact page; 11 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Easton listed here?
11 of the 15 firms are located in Easton. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Blue Water Financial Investor Coaching
Amy Nichols - Thrivent
“She will go to no end to help you achieve financial clarity.”
Richard Shaplin Financial Services
Elana Financial & Settlement Architects
Educated Wealth Strategies - Dylan Stroup
The Tax Place
“I'm glad I was a able to sit and talk with someone who helped me learn exactly what I was doing and the proper way to go about it.”
MTM Financial Group
“They have managed my investments for more than 10 years.”
John Nadolski Jr., CPA
“Moved from nj to pa glade to find a great cpa out here, taxes this year were done quickly and the whole process was made simple.”
Comprehensive Wealth Strategies
“Brian is a wealth of knowledge and puts his clients best interest first.”
Why these companies made our list
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