Top financial advisors in Allentown, PA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be considering your retirement income strategy if you're approaching eligible retirement age and want to understand how to maximize your income streams. A common mistake is not accounting for the fact that retirement income is generally exempt from state income tax here, which can affect your withdrawal plans.
- Income source coordination. Ask how they integrate Social Security, pensions, and investment withdrawals to optimize your tax situation.
- Withdrawal sequencing. Confirm their approach to the order of account withdrawals to preserve tax advantages and extend your portfolio.
- Longevity planning. Ensure they consider your life expectancy and healthcare costs to avoid running out of money.
- Tax impact awareness. Check how they factor in state and federal tax rules to minimize your overall tax burden during retirement.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Mikayla K
Series 66
Allentown, PA
Raymond James & Associates
Mikayla Kelhart specializes in general retirement planning and wealth management, making her well-suited to help clients in Allentown, PA optimize their retirement income strategies. Working at Raymond James & Associates, a large firm offering flat-fee and hourly fee structures, she serves a diverse client base including individuals and employer-sponsored plans, providing tailored financial plans and asset-allocation analyses.
Experience: 4 years
Avg account: $788,879
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Debra H
Series 65
Allentown, PA
River Wealth Advisors LLC
Debra Hippensteel in Allentown, PA, offers expertise in wealth management and charitable giving, supported by six years at River Wealth Advisors and 19 years at BB&T Bank. Her firm uses a client-specific investment process with proprietary model portfolios, serving high-net-worth clients with negotiable flat fees and hourly rates, distinguishing her approach from others by combining personalized planning with flexible fee structures.
Experience: 7 years
Avg account: $1,614,610
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Wadid Y
Series 63, Series 65
Allentown, PA
LPL Enterprise
Wadid Yunez offers expertise in general retirement planning and tax-loss harvesting, which is crucial for optimizing retirement income in Allentown, PA, where state income tax exemptions apply. With 25 years of experience at a large firm, he provides flat-fee financial planning and serves a diverse clientele including self-employed individuals and business owners, distinguishing him from advisors with narrower focuses or different fee structures.
Experience: 25 years
Avg account: $239,757
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Brian B
ChFC®, Series 66
Allentown, PA
M Holdings Securities, INC.
Brian Bobeck in Allentown, PA, offers expertise in ESG investing and tax-loss harvesting, which can support retirement income strategies by optimizing tax impacts and withdrawal sequencing. With 20 years of experience and flat-fee financial planning options up to $10,000, he provides independent advice through M Holdings Securities, serving diverse clients including executives and retirees.
Experience: 21 years
Avg account: $693,844
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Gulam F
Series 63, Series 65
Allentown, PA
Tucker Asset Management LLC
Gulam Fazel in Allentown, PA, offers expertise in retirement plans for business owners and tax-loss harvesting, which can help optimize retirement income strategies considering tax impacts. With 29 years of experience and an independent, seasoned approach, he provides discretionary investment management and integrates alternative investments, distinguishing him from others by combining broad client services with a macroeconomic asset-allocation process.
Experience: 30 years
Avg account: $180,666
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