Welcome to Strategic Wealth Advisory! We are a family-owned and independent financial advisory and planning firm serving the Birdsboro, Allentown and Greater Reading PA Area and specializing in the area of retirement planning. We understand that investing is only a “portion” of a comprehensive financial plan, which is why we are so much more involved and intimate with the planning process than your typical product salesman or wealth manager. We firmly believe that financial education needs to come first and foremost, and we spend the time necessary to make sure each client understands the concepts and strategies inherent within a successful plan. We work with our clients to develop comprehensive financial plans. Then, and only then, will we suggest the investment products that we believe are best to implement that plan. Financial education and comprehensive planning are at the core of every step we take in the planning process. It brings us great satisfaction to serve our clients with those principles at the forefront of everything that we do.
Please take some time to browse through our website. We hope that you will join our family of “more-than-satisfied” clients and we look forward to partnering with you to build a lifelong rewarding relationship.