Fulfill Your Financial Aspirations
Our wealth advisory team can help optimize your financial life
The Client Experience
We provide a personalized, consultative approach to wealth management, tailoring strategies to individual goals while striving to deliver proactive, meaningful guidance for your financial journey.
You Don’t Have to Travel the Financial Road Alone
At Magellan Financial, we walk alongside you, offering specialized planning solutions and unwavering support to help you confidently navigate your family’s present and future.
Wealth Planning
Tailored strategies and specialized guidance to help you achieve your goals and build a lasting legacy
Investment Planning
Personalized solutions and innovative tools to help align your portfolio with your goals and values
College Saving Plans
Individual college savings plans that balance education costs with your family’s long-term security
Retirement Services
Retirement planning services that align financial strategies with your personal goals
Key Company Statistics
Our financial professionals have supported multi-generational clients across the Lehigh Valley and beyond for decades, fostering a legacy of loyalty, community impact, and financial expertise.
15 Years+
$427 Mil+
30 Years+
3rd & 4th
100 Years+
$200,000+
Comprehensive Asset and Wealth Management to Serve Your Unique Needs
We are a driven, multigenerational, and full-service family home office that provides meaningful guidance and an elevated standard of care for successful individuals, families, and business owners, both locally and around the country.
Our mission is to become our clients’ most essential advisor and advocate as we guide them through life’s most important decisions. We achieve this by leveraging a unique combination of experience, resources, and passion for making a difference as we help them define and pursue what matters most for today and for future generations.
Who We Serve
Whether you’re an individual, family, retiree, or business owner, our approach integrates meaningful guidance and personalized planning to help you navigate life’s transitions and achieve financial success and personal aspirations.
Families & Individuals
Families & Individuals
Retirees
Retirees
Family Office Services
Family Office Services
Executives
Business Owners
Business Owners
Get Started Now
Get Started Now
Market Insights & Commentary
Get specialized analysis of current market trends, economic forecasts, and investment strategies. Each month, we provide valuable perspectives on how to navigate financial markets, helping clients make informed decisions.
Contact Magellan Financial
For more information about the many types of clients we are proud to serve, contact our financial advisory team today!