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Best Financial Advisors in Bethlehem, PA
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As of June 2026, RatingsNearMe ranks 16 financial advisors in Bethlehem, PA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Stark Financial Group with a 5.0-star rating from 33 Google reviews and an RNM Score of 77/100. Also in the top tier: Coordinated Wealth and Antonchak Financial LLC. The average rating across all listed financial advisors in Bethlehem is 4.9 stars from 7 reviews per business on average.
Financial advisors in Bethlehem typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Bethlehem, Pennsylvania is home to a variety of financial advisor firms that offer investment management, retirement planning, and other wealth management services to local consumers. When searching for a financial advisor in the Bethlehem area, consumers should consider factors such as the advisor's credentials, fee structure, and investment philosophy.
- ✓Bethlehem, PA has multiple financial advisor firms that serve local consumers
- ✓Financial advisors in Bethlehem provide investment management, retirement planning, and other wealth management services
- ✓Consumers should research an advisor's credentials, fees, and investment approach when selecting a financial advisor in Bethlehem
Best Overall
MTM Financial Group
MTM Financial Group stands out as the top-ranked advisor in Bethlehem due to its consistent high ratings and strong reputation for personalized financial planning.
Most Reviewed
Lehigh Valley Investment Group
A high number of reviews indicates broad client experience and trust, helping consumers gauge service reliability and satisfaction.
When choosing a financial advisor in Bethlehem, consider both the advisor's ranking and the volume of client reviews to ensure a balance of quality and proven track record. Always verify credentials and fee structures before committing.
How to Choose a Financial Advisor in Bethlehem
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) credentials
- • Experience working with clients in the Bethlehem, PA area
- • A fee-based compensation model rather than commission-based
- • A fiduciary duty to act in the client's best interest
Questions to ask
- • What is your investment philosophy and approach to portfolio management?
- • How do you determine the appropriate investment strategy for each client?
- • Can you provide references from current Bethlehem-area clients?
- • What is your process for ongoing monitoring and adjustments to a client's financial plan?
Red flags
- ⚠ Lack of transparency about fees and compensation
- ⚠ Overly aggressive or high-risk investment recommendations
- ⚠ Unwillingness to provide a written financial plan
- ⚠ Lack of experience working with clients in the Bethlehem, PA region
In Pennsylvania, financial advisors must be licensed as investment advisers or registered representatives. Clients should verify a prospective advisor's credentials and licensing through the Pennsylvania Department of Banking and Securities.
Local Market Snapshot
16
Businesses listed
4.9★
Avg rating
7
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Financial Advisors Rankings in Bethlehem, PA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Stark Financial Group79 W Market St Suite 200, Bethlehem, PA 18018, USA | 5.0★ | 33 |
| #2 | Coordinated Wealth3101 Freemansburg Ave 1st Floor, Easton, PA 18045, USA | 5.0★ | 23 |
| #3 | Antonchak Financial LLC3 E North St, Bethlehem, PA 18018, USA | 5.0★ | 16 |
| #4 | Cornerstone Advisors Asset Management, LLC74 W Broad St # 340, Bethlehem, PA 18018, USA | 5.0★ | 4 |
| #5 | Janney Montgomery Scott81 Highland Ave Suite 100, Bethlehem, PA 18017, USA | 5.0★ | 2 |
| #6 | Financial Sources Inc70e E Broad St, Bethlehem, PA 18018, USA | 5.0★ | 1 |
| #7 | MTM Financial Group4505 Hanoverville Rd, Bethlehem, PA 18020, USA | 5.0★ | 9 |
| #8 | Renaissance Wealth Management, LLC4510 Bath Pike #200, Bethlehem, PA 18017, USA | 5.0★ | 5 |
| #9 | Edward Jones - Financial Advisor: Jennifer Ceneviva, RICP®|AAMS®83 W Broad St, Bethlehem, PA 18018, USA | 5.0★ | 2 |
| #10 | Lehigh Valley Investment Group4000 Wegmans Dr Suite #200, Bethlehem, PA 18017, USA | 4.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Bethlehem
74 W Broad St # 340, Bethlehem, PA 18018, USA
81 Highland Ave Suite 100, Bethlehem, PA 18017, USA
4510 Bath Pike #200, Bethlehem, PA 18017, USA
83 W Broad St, Bethlehem, PA 18018, USA
4000 Wegmans Dr Suite #200, Bethlehem, PA 18017, USA
2571 Baglyos Cir b27, Bethlehem, PA 18020, USA
81 Highland Ave #200, Bethlehem, PA 18017, USA
Professional Office Building, 190 Brodhead Rd #323, Bethlehem, PA 18017, USA
3101 Emrick Blvd Suite 315, Bethlehem, PA 18020, USA
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Financial Advisors in Bethlehem, PA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Stark Financial Group | 77/100 | 5.0 ★ | 33 |
| 2 | Coordinated Wealth | 76/100 | 5.0 ★ | 23 |
| 3 | Antonchak Financial LLC | 74/100 | 5.0 ★ | 16 |
| 4 | Cornerstone Advisors Asset Management, LLC | 67/100 | 5.0 ★ | 4 |
| 5 | Janney Montgomery Scott | 64/100 | 5.0 ★ | 2 |
| 6 | Financial Sources Inc | 62/100 | 5.0 ★ | 1 |
| 7 | MTM Financial Group | 71/100 | 5.0 ★ | 9 |
| 8 | Renaissance Wealth Management, LLC | 68/100 | 5.0 ★ | 5 |
| 9 | Edward Jones - Financial Advisor: Jennifer Ceneviva, RICP®|AAMS® | 64/100 | 5.0 ★ | 2 |
| 10 | Lehigh Valley Investment Group | 49/100 | 4.0 ★ | 3 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Frequently Asked Questions — Financial Advisors in Bethlehem
What is a fiduciary financial advisor and why does it matter in Bethlehem?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Bethlehem, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Bethlehem?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 9, 2026.
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