Answers you may need for your Social Security & Medicare benefits.

Start your retirement with a clear vision for the future.

Magellan Financial, Inc. is committed to a team environment.

Our focus doesn’t end with Investment Planning or hands-on wealth management.

Meet Our Team

An ounce of planning now can make all the difference later.

Our process focuses on your financial goals and the future you deserve. Investment Planning from Magellan Financial.

What Makes Us Different

Your trusted wealth management resource.

Our official blog has the latest investment planning news and resources. Research and analysis from Magellan Financial.

Latest Blog Post

An ounce of planning now can make all the difference later.

Our process focuses on your financial goals and the future you deserve. Investment Planning from Magellan Financial.

Learn More

First we work to understand your individual investment goals.

Then we create a dynamic asset allocation plan to help you achieve them. Tactical Asset Allocation from Magellan Financial.

Investment Management Approach

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Asset & Wealth Management Practice – Allentown, Pa

We believe professional asset & wealth management has only one definition of success: when our financial services allow investors to realize their lifestyle and financial goals. Our thorough, thoughtful, risk-based strategies are designed to support your greatest objectives, so you have the freedom to enjoy them.

Conveniently located in Allentown, PA, we serve Bethlehem, PA, and the surrounding Lehigh Valley area, and invite you to discover a new way to pursue your financial goals. Discover Magellan Financial, Inc.

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