We are a trusted independent financial advisor, financial planner, and investment advisor to the Lehigh Valley, Pennsylvania.
We organize and simplify the financial lives of individual investors and their families.
We help them to define and achieve their financial goals.
We grow and protect their wealth. We are currently entrusted to manage
over $60 million.
Experience. FSI was founded in 1986, and we have been in continuous operation since then, through bull markets and bear markets, recessions and recoveries. Read more >>
Qualifications. Our team has broad and deep experience in insurance, tax planning, investments, estate planning and retirement planning. Read more >>
Services. We provide financial planning and money management, tailored to your individual circumstances. As your needs evolve, we monitor, manage and adapt your portfolio accordingly. Read more >>
Approach. Our clients' lives are not all the same, and so neither is our approach in serving them. Everything we do is based on our commitment to fully understanding your personal circumstances, goals, and objectives, and our long-term plan based solely on your financial well-being and your specific goals. Read more >>
Our Team. Our current staff consists of professionals ready to assist in all aspects of your financial life. In addition, we have developed a large network of trustworthy professionals that can help where we cannot: in specific areas of tax or law, for example. Read more >>
Fees. For money that you entrust to us for investment, we take a reasonable percent four times a year. For other products and services, we earn a sales commission from the provider. Regardless, there's never a fee for our first meeting. Read more >>
Integrity. Other financial planners may develop questionable relationships with the providers of investment products or services-- for example, mutual fund companies or insurance companies. Read more >>
Oversight. We maintain compliance with all current standards and regulations through our association with Caderet, Grant, one of the top privately owned broker/dealers in the U.S. Read more >>
Accountability. We will provide you with a written agreement detailing the services to be provided. Read more >>