PA · Nazareth

Fiduciary advisors in Nazareth, PA

1 advisor with offices in Nazareth. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Nazareth

Keystone Financial Management

Nazareth, Pennsylvania

Keystone Financial Management is a fiduciary wealth advisory firm in Nazareth, Pennsylvania, founded in 2001 and currently led by Eric Nikles (CFP®) and Amber Carrick. The firm offers financial planning, investment management, and risk management services to individuals and families across various life stages, with $230M+ in assets under management. The team includes two CFP® designees and employs a coordinated planning approach that integrates tax and estate strategy, insurance evaluation, and ongoing portfolio reviews. The firm operates on a fee-based model and serves multi-generational families and retirees.

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Financial advisors in Nazareth, Pennsylvania

Advisors serving Nazareth specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Pennsylvania's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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