Purposeful Money

We believe in growing wealth on purpose, with intentionality, and for the long term;
And growing wealth for a purpose, using money not as a measure of significance, but as a tool to create significance.
Our Purposeful Money™ process will show you how.

Smart financial planning considers all the pieces of your finances, not just one or two. While each part of your plan has its own purpose, none exist in a vacuum; they are dependent upon each other.  Through our Purposeful Money Plan process, we look at your entire financial picture and make sure the pieces add up to be an effective, purposeful whole.

Contact us for more details on our Purposeful Money planning and investment management program or to schedule your no-obligation intro meeting.  We have a location in Bethlehem Pennsylvania and work remotely throughout the country.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

One West Broad Street 11th Floor Bethlehem, PA 18018 Phone: (800) 520-9793 Fax: (800) 520-9793

Primary Office

One West Broad Street 11th Floor Bethlehem, PA 18018 Phone: (800) 520-9793 Fax: (800) 520-9793