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Ayad Amary | Financial Advisor

Profile img for Ayad Amary, financial advisor at Wealthcare of The Lehigh Valley
Allentown, PA
Ayad Amary
Financial Advisor
Founder, Wealth Advisor at
Wealthcare of The Lehigh Valley

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
SERVING CLIENTS in ALLENTOWN, PA | BETHLEHEM, PA | EASTON, PA | NATIONWIDE Via ZOOM 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 with an unwavering commitment to their success. 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, life goals, challenges you may be facing, 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. I currently reside in Bethlehem, Pa along with my wife Caroline and our three daughters, Marina, Georgina, and Lucia.
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Specialties and Expertise

3
High Net Worth Planning
Retirement Income
Portfolio Construction

Clientele

5
Retirees
Doctors
Surviving Spouses
Inheritors
Nurses

Credentials and Designations

3
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Accredited Investment Fiduciary®

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Certified Financial Plannerâ„¢

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Master of Business Administration

Education

2
DeSales UniversityMBA - FinanceYear Obtained: 2019
Bloomsburg University of PennsylvaniaBSBA MarketingYear Obtained: 1997
Quick Facts About Ayad
Years of Experience:22 yearsMember since:2022

Services Provided

How I help my clients

Tax Planning

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Estate Planning Strategies

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Financial Planning

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Retirement Planning

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Pricing Models

AUM

Proof of License

SEC Profile
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Allentown, PA
Ayad Amary
Financial Advisor
Founder, Wealth Advisor at
Wealthcare of The Lehigh Valley
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