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Financial Advisors in Bethlehem, PA — Free Estimates
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As of July 2026, RatingsNearMe ranks 16 financial advisors in Bethlehem, PA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Stark Financial Group with a 5.0-star rating from 33 Google reviews and an RNM Score of 77/100. Also in the top tier: Coordinated Wealth and Antonchak Financial LLC. The average rating across all listed financial advisors in Bethlehem is 4.9 stars from 7 reviews per business on average.
Financial advisors in Bethlehem typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
MTM Financial Group
MTM Financial Group stands out as the top-ranked advisor in Bethlehem due to its consistent high ratings and strong reputation for personalized financial planning.
Most Reviewed
Lehigh Valley Investment Group
A high number of reviews indicates broad client experience and trust, helping consumers gauge service reliability and satisfaction.
When choosing a financial advisor in Bethlehem, consider both the advisor's ranking and the volume of client reviews to ensure a balance of quality and proven track record. Always verify credentials and fee structures before committing.
Local Market Snapshot
16
Businesses listed
4.9★
Avg rating
7
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by clients for exceptional service with a flawless 5.0-star rating from 33 reviews.
79 W Market St Suite 200, Bethlehem, PA 18018, USA5.0 stars from 23 reviews, reflecting exceptional client satisfaction in Bethlehem.
3101 Freemansburg Ave 1st Floor, Easton, PA 18045, USATrusted by clients with a flawless 5.0★ rating from 16 reviews.
3 E North St, Bethlehem, PA 18018, USAFinancial Advisors Rankings in Bethlehem, PA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Stark Financial Group79 W Market St Suite 200, Bethlehem, PA 18018, USA | 5.0★ | 33 |
| #2 | Coordinated Wealth3101 Freemansburg Ave 1st Floor, Easton, PA 18045, USA | 5.0★ | 23 |
| #3 | Antonchak Financial LLC3 E North St, Bethlehem, PA 18018, USA | 5.0★ | 16 |
| #4 | MTM Financial Group4505 Hanoverville Rd, Bethlehem, PA 18020, USA | 5.0★ | 9 |
| #5 | Renaissance Wealth Management, LLC4510 Bath Pike #200, Bethlehem, PA 18017, USA | 5.0★ | 5 |
| #6 | Lehigh Valley Investment Group4000 Wegmans Dr Suite #200, Bethlehem, PA 18017, USA | 4.0★ | 3 |
| #7 | Edward Jones - Financial Advisor: Jennifer Ceneviva, RICP®|AAMS®83 W Broad St, Bethlehem, PA 18018, USA | 5.0★ | 2 |
| #8 | Comprehensive Wealth Strategies2571 Baglyos Cir b27, Bethlehem, PA 18020, USA | 5.0★ | 1 |
| #9 | The Rockland Group - Wealth Management, L.L.C.81 Highland Ave #200, Bethlehem, PA 18017, USA | 5.0★ | 1 |
| #10 | Market Street Financial14 W Market St, Bethlehem, PA 18018, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Bethlehem
Trusted financial advisor in Bethlehem with a perfect 5.0 rating from 9 Google reviews.
4505 Hanoverville Rd, Bethlehem, PA 18020, USA
Exceptional 5.0-star rating from 5 Google reviews for a local financial advisor.
4510 Bath Pike #200, Bethlehem, PA 18017, USA
Trusted financial advisor with a solid 4.0-star rating based on 3 Google reviews.
4000 Wegmans Dr Suite #200, Bethlehem, PA 18017, USA
Trusted financial advisor with a perfect 5.0-star rating from local reviews.
83 W Broad St, Bethlehem, PA 18018, USA
Rated 5.0 stars based on a small number of Google reviews.
2571 Baglyos Cir b27, Bethlehem, PA 18020, USA
5.0 stars from a small number of Google reviews.
81 Highland Ave #200, Bethlehem, PA 18017, USA
Earns a perfect 5.0-star rating from its initial Google reviews.
14 W Market St, Bethlehem, PA 18018, USA
Trusted by local clients, this advisor maintains a perfect 5.0-star rating from 4 reviews.
74 W Broad St # 340, Bethlehem, PA 18018, USA
Rated 5.0 stars from 2 Google reviews, reflecting exceptional client satisfaction.
81 Highland Ave Suite 100, Bethlehem, PA 18017, USA
Bethlehem financial advisor with no customer reviews yet.
60 W Broad St #300, Bethlehem, PA 18018, USA
A financial advisor in Bethlehem with no customer reviews on file yet.
Professional Office Building, 190 Brodhead Rd #323, Bethlehem, PA 18017, USA
Earns a perfect 5.0-star rating from its first few Google reviews.
3101 Emrick Blvd Suite 315, Bethlehem, PA 18020, USA
Top-rated financial advisor in Bethlehem with a perfect 5.0-star score from clients.
70e E Broad St, Bethlehem, PA 18018, USA
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Financial Advisors in Bethlehem, PA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Stark Financial Group | 77/100 | 5.0 ★ | 33 |
| 2 | Coordinated Wealth | 76/100 | 5.0 ★ | 23 |
| 3 | Antonchak Financial LLC | 74/100 | 5.0 ★ | 16 |
| 4 | MTM Financial Group | 71/100 | 5.0 ★ | 9 |
| 5 | Renaissance Wealth Management, LLC | 68/100 | 5.0 ★ | 5 |
| 6 | Lehigh Valley Investment Group | 49/100 | 4.0 ★ | 3 |
| 7 | Edward Jones - Financial Advisor: Jennifer Ceneviva, RICP®|AAMS® | 64/100 | 5.0 ★ | 2 |
| 8 | Comprehensive Wealth Strategies | 62/100 | 5.0 ★ | 1 |
| 9 | The Rockland Group - Wealth Management, L.L.C. | 62/100 | 5.0 ★ | 1 |
| 10 | Market Street Financial | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Bethlehem
What is a fiduciary financial advisor and why does it matter in Bethlehem?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Bethlehem, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Bethlehem?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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