Ayad Amary
CFP®, AIF®
Wealthcare of the Lehigh Valley
VP | Senior Wealth Advisor
Ayad Amary
CFP®, AIF®
Wealthcare of the Lehigh Valley
VP | Senior Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ayad Amary, CFP®, AIF®
Fee-Only financial planner located in the Lehigh Valley, PA area. Serving clients in Allentown, PA | Bethlehem, PA | Easton, PA | Nationwide via Zoom.
Ayad Amary is a Lehigh Valley, PA fee-only financial advisor serving clients in Allentown, Bethlehem, Easton and Nationwide via Zoom. Wealthcare of the Lehigh Valley provides comprehensive financial planning and asset management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ayad is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hi, my name is Ayad Amary (pronounced “E-yad”), and I am the primary point of contact within the client relationship.
After spending over 20 years in the financial industry with such firms as TIAA, Vanguard, and Scottrade, I decided to join Wealthcare Capital Advisory Partners as an independent affiliate by founding Wealthcare of the Lehigh Valley in 2021 — a fee-only, financial planning firm. As a fiduciary, I oversee the goals-based financial planning process for my clients by providing objective advice, guidance, and solutions designed to help them reach their long-term financial and life objectives.
My experience over the years has taught me many things. Above all, I learned that this business is a people business. I really enjoy getting to know people on a professional and personal level. This is why I centered my practice around financial planning and developing deep relationships with my clients by limiting the number of families I serve. It is a quality over quantity approach. I will take time to get to know your financial situation and what is most important to you.
“What is the purpose of your money” is a question I often ask. Aligning your financial goals with your life goals is the major foundation of my planning process. Along the way, I share my own personal and professional experiences, just as you share your life stories with me.
I am proud to call the Lehigh Valley, PA area my home for almost my entire life. Giving back to my community is vitally important and I am currently serving on the Board of two non-profits: Victory House of Bethlehem and The American Amarian Charity Society. Recently, through my affiliation with Victory House, I developed a pro bono financial coaching program for recovering homeless men as they transition back into society. One of my passions is helping those in need and teaching underserved communities about financial literacy.
Wealthcare Capital Management (Wealthcare) is a very different kind of financial advisory firm. We pioneered a new way of providing financial life guidance, using Goals-Based Wealth Management. The cornerstone of our patented goals-based investing process is quite simply to help our clients, above all else, to make the most of their life.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Asset Management
- Estate and Legacy Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Higher Ed Professionals
- Medical Professionals
- Sudden Money Situations
- Growing Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Ayad Amary is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Ayad Amary is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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Ayad Amary Serves on the Board of Directors for the Victory House of Lehigh Valley
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Ayad Amary is Mentioned on Yahoo Finance: "Wealthcare Adds More Than Half a Billion Dollars in AUM from New Advisors in 2021"
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Ayad Amary is Quoted on MSN Money: "17 Retirement Mistakes To Avoid at All Costs (That Money Experts Say Most People Make)"
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Ayad Amary is Quoted in Opher Ganel's Blog: "Why the Market Crash May Actually Bring Surprising Blessings"
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Ayad Amary is Quoted on Medium: "403(b) vs. 401(k) Benefits: What You Absolutely Need to Know"
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Ayad Amary is Quoted on Medium: "Own Your House? You’ve Made Out Like a Complete Bandit!"
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Ayad Amary is Quoted on Medium: "3 Powerful Reasons Stocks Are Becoming a More, Not Less Compelling Asset"
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Ayad Amary is Quoted on Medium: "7 Nasty Investor Mistakes to Beware in Down Markets"
Contact Ayad Amary
Office Locations:
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3477 Corporate Parkway
Suite 100
Center Valley, PA 18034
