Fee-Only Financial Planners in Allentown, PA

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Allentown, PA:

Daniel Brady

CFP®, MBA

Planning Capital Management

Allentown, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Radnor, PA, serving clients locally and across the country

Jessica Goedtel

CFP®

Pavilion Financial Planning

Allentown, PA

Specialties: Comprehensive Financial Planning, Equity Compensation, Investment Management, Tax Planning

Virtual, fee-only financial planner for young professionals all over the country. Firm based in Allentown, Pennsylvania

Dave Rowan

CFP®, MBA

Rowan Financial, LLC

Bethlehem, PA

Specialties: Real Estate Investing, Comprehensive Financial Planning, Retirement Plans for Individuals and Small Business Owners, Financial Advice for Career & Life Transitions, Impact Investing, Investment Management

Balanced, comprehensive and unbiased financial advice.

Chiara Sockel Renninger

CFP®

Buckingham Strategic Wealth

Wyomissing, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Estate planning, Risk Management, Multi-Generation Planning

Forever standing on the side of our clients.

Rick Bell

CLU®

Planning Capital Management

Allentown, PA

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Philadelphia, PA, serving clients locally and across the country

Kevin Brosious

MBA, CFP®, CPA, PFS, CGMA

Wealth Management, Inc.

Allentown, PA

David Markle

Markle Wealth Management

Danielsville, PA

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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