Verified · Bethlehem
Trusted Financial Advisors in Bethlehem, PA
Trust matters when you're inviting a pro into your home or business. These financial advisors in Bethlehem have earned it through hundreds of verified reviews.
As of June 2026, RatingsNearMe ranks 16 financial advisors in Bethlehem, PA by verified customer ratings and review volume. The highest-rated is Stark Financial Group with a 5.0-star rating from 33 verified reviews. 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 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
16
Businesses listed
4.9★
Avg rating
7
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Stark Financial Group
79 W Market St Suite 200, Bethlehem, PA 18018, USA
Coordinated Wealth
3101 Freemansburg Ave 1st Floor, Easton, PA 18045, USA
Antonchak Financial LLC
3 E North St, Bethlehem, PA 18018, USA
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 | Monocacy Wealth PartnersProfessional Office Building, 190 Brodhead Rd #323, Bethlehem, PA 18017, USA | — | — |
| #5 | CAPTRUST60 W Broad St #300, Bethlehem, PA 18018, USA | — | — |
| #6 | Marmaras & Smith LLC3101 Emrick Blvd Suite 315, Bethlehem, PA 18020, USA | 5.0★ | 3 |
| #7 | Financial Sources Inc70e E Broad St, Bethlehem, PA 18018, USA | 5.0★ | 1 |
| #8 | MTM Financial Group4505 Hanoverville Rd, Bethlehem, PA 18020, USA | 5.0★ | 9 |
| #9 | Renaissance Wealth Management, LLC4510 Bath Pike #200, Bethlehem, PA 18017, USA | 5.0★ | 5 |
| #10 | Edward Jones - Financial Advisor: Jennifer Ceneviva, RICP®|AAMS®83 W Broad St, Bethlehem, PA 18018, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Bethlehem
Monocacy Wealth Partners
Professional Office Building, 190 Brodhead Rd #323, Bethlehem, PA 18017, USA
CAPTRUST
60 W Broad St #300, Bethlehem, PA 18018, USA
Marmaras & Smith LLC
3101 Emrick Blvd Suite 315, Bethlehem, PA 18020, USA
Financial Sources Inc
70e E Broad St, Bethlehem, PA 18018, USA
MTM Financial Group
4505 Hanoverville Rd, Bethlehem, PA 18020, USA
Renaissance Wealth Management, LLC
4510 Bath Pike #200, Bethlehem, PA 18017, USA
Edward Jones - Financial Advisor: Jennifer Ceneviva, RICP®|AAMS®
83 W Broad St, Bethlehem, PA 18018, USA
Lehigh Valley Investment Group
4000 Wegmans Dr Suite #200, Bethlehem, PA 18017, USA
Comprehensive Wealth Strategies
2571 Baglyos Cir b27, Bethlehem, PA 18020, USA
The Rockland Group - Wealth Management, L.L.C.
81 Highland Ave #200, Bethlehem, PA 18017, USA
Market Street Financial
14 W Market St, Bethlehem, PA 18018, USA
Cornerstone Advisors Asset Management, LLC
74 W Broad St # 340, Bethlehem, PA 18018, USA
Janney Montgomery Scott
81 Highland Ave Suite 100, Bethlehem, PA 18017, USA
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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 1, 2026.
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