
Diversified Investment Strategies, LLC
Pricing Model:
AUM
Number of Clients
286
Years of Experience:
43 years

Good Life Private Wealth, LLC
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
10 years

Liz Frazier Peck
Pricing Model:
AUM
Number of Clients
150
Years of Experience:
12 years

KBK Wealth Management
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
6 years

Wealthcare of The Lehigh Valley
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
22 years

Presidio Group Wealth Management
Pricing Model:
Fees Information
Number of Clients
85
Years of Experience:
38 years

Allworth Financial
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
6 years

Valtinson Bruner Financial Planning LLC
Pricing Model:
Flat Fee
Number of Clients
120
Years of Experience:
25 years