Fiduciary advisors in Allentown, PA

Allentown, Pennsylvania

CAPTRUST is an investment advisory firm in Allentown, Pennsylvania. Services include Investment Management. The firm specializes in Small Business and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Allentown, Pennsylvania

Englebert Financial Advisers, based in Allentown, Pennsylvania, provides financial planning and retirement planning services with a particular focus on serving police officers. The firm operates as a fiduciary that does not accept commissions, instead charging transparent fees, and employs a research-based investment approach. Founding Partner Chris Englebert holds the CLU credential and has worked in the financial services industry since 1984.

Allentown, Pennsylvania

Magellan Financial, Inc. is a Allentown-based wealth management and investment firm serving individuals, families, retirees, and business owners across the Lehigh Valley and nationwide. The firm offers financial planning and investment management services through a team of advisors with over 120 years of combined experience, built on a family office legacy tracing back to 1946. Founded in 2009 by Jeff Bogert and Rob Cahill, the practice integrates personalized planning with proactive guidance for clients navigating life transitions and financial decisions. The team includes senior wealth planners and administrative leadership committed to honesty, integrity, and client-first service.

Allentown, Pennsylvania

Peoples & Co. Private Wealth Stewardship, based in Allentown, Pennsylvania, offers financial planning and wealth management services centered on multi-generational guidance and financial stewardship principles. The firm is led by founder and CEO Duane Peoples (CFP®, CKA®, CEPA®) and Managing Partner Patricia Peoples (CFP®, CKA®, CLU®, ChFC®), both with decades of experience advising families, professionals, and business owners. The firm's approach emphasizes behavioral aspects of financial planning, wealth transfer, estate planning, and philanthropy, with a stated focus on helping clients align their financial decisions with personal and family values rather than external expectations.

Allentown, Pennsylvania

WealthScope Financial is a financial planning firm based in Allentown, Pennsylvania, with a satellite office in Boca Raton, Florida. The firm serves medical professionals, including physicians, physician assistants, and nurse practitioners, using what it calls its proprietary WealthScope GPS process. The firm was founded to specialize in the medical professional market and describes its role as providing customized financial strategies and serving as coaches and educators to clients.