WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Easton, Pennsylvania. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Easton, Pennsylvania|
|Financial Advisor||Office Location||Phone Number|
|David Coult. CFP®
Milestone Financial Associates
330 E. Main St.,
Macungie, PA 18062
Series 6, 7, 63, 66
330 E. Main St.,
PA 18062 Phone Number (610) 4218777
I started my career more than 20 years ago at a large financial services firm in Philadelphia and returned to the Lehigh Valley to found Milestone Financial Associates in 2002, providing comprehensive wealth management for successful families and business owners in our community. My firm's success has allowed me the freedom to be selective in working only with clients I like, for whom I believe I can have a meaningful impact. That is a game changer. Along with the success I've enjoyed, I've had my share of failure as well. I am divorced, and as I reflect on what was undoubtedly the most painful experience of my life, I realize that I am able to relate, not just to the legal and financial aspects with others who are divorced, but I have tremendous empathy for all who have suffered loss and who must now try to revise their financial plans for a future that seems impossibly different than the one they envisioned. I embrace widows, widowers, and divorcees in my practice. The greatest joys in life are my three boys - Ben, Nate, and John. We have busy lives together, between Boy Scout campouts, food drives, hikes, football and basketball practices and games, homework, and listening to the unbearable honking of Johnny learning to play the saxophone! There is never a dull moment!
We take the time to get to know you and your family. We care as much about YOU as your investments and aim to surprise and delight you on a personal level. You'll see letters after our names like CPA, CFP, and CFA. We have deliberately chosen to invest the time and effort to earn those and other credentials so we can be the best in the business, worthy of your trust. We explain things in terms you understand - no jargon. We proactively communicate with clients and identify and address important financial issues so things don't get missed. This provides a welcome financial confidence. We simplify your financial life by helping you organize and keep your financial, tax, and estate planning/legal documents up to date with current changes in the law (bringing in outside specialists whom we have vetted when necessary). We monitor changes in the markets and adjust your personal circumstances to determine whether your portfolio needs to be adjusted. We provide "red-carpet", Ritz-Carlton service with a FedEx level of efficiency.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
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A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
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