Our Value Proposition

Lehigh Valley Investment Group
Experience You Can Trust

Lehigh Valley Investment Group was founded with a dedication to providing responsive, client-centered financial advice. Lehigh Valley Investment Group’s team approach to diversified financial planning is designed to assist you toward financial independence.

At Lehigh Valley Investment Group, we focus on understanding each client’s personal goals. We use a hands-on approach with each client to develop the most suitable blend of investment and tax strategies to collectively manage their overall financial confidence. Our team of experienced planners is dedicated to making your financial dreams come true. We believe in the value of keeping you informed of your plan’s performance and maintaining focus on your goals – whether the goal is educating your children and grandchildren or retiring comfortably or passing on a meaningful legacy.  Our clients receive a commitment to exceptional client service.

Lehigh Valley Investment Group’s wealth management strategies are customized and personalized to consistently create an exceptional client experience. Our firm uses a network of local and national professionals, (CPA’S, estate attorneys, pension consultant firms, etc) to work collaboratively with clients to create a meaningful and integrated approach to the planning process. This customization emphasizes our expertise in providing the following: 

  • Retirement and Income Planning
  • Strategic Asset Management (SAM) *through LPL Financial
  • Estate Planning
  • Tax-advantage Investing

Let our team of caring and knowledgeable professionals help you make an investment in your future.