Confident investing starts with a real plan

Real-life strategies from a local, family-run firm

Financial Planning for the Lehigh Valley

Febbo Wealth Management, LLC offers personalized financial planning and investment guidance to individuals and families across the Lehigh Valley. From retirement income to college savings and long-term investing, our team is here to support your financial goals with clarity, care, and consistency.

Proud to Support the Lehigh Valley

Serving families, professionals, and retirees across the region

Our clients live and work throughout the Lehigh Valley—from downtown Allentown and the neighborhoods of Bethlehem to the hillsides of Easton and the surrounding townships. Many come to us through referrals from friends, coworkers, and trusted advisors. Whether you’re a growing family, a long-time homeowner, or a professional planning your next chapter, Febbo Wealth Management, LLC is here to help you organize your finances and make confident decisions about your future.

Financial Services for Every Life Stage

Explore how we can help you plan ahead

We provide a full suite of services to support the needs of individuals and families throughout the Lehigh Valley. Click below to learn more about each one.

Create a step-by-step plan for turning your savings into reliable income in retirement.

Design a strategy that supports your day-to-day lifestyle with long-term flexibility.

Prepare for rising education costs with strategies that support both savings and financial aid eligibility.

Get tailored investment advice and ongoing portfolio oversight to protect and grow what you’ve earned.

Build a long-term investment plan aligned with your goals, comfort with risk, and timeline.

Tie everything together—from taxes and insurance to savings and legacy planning—with a custom plan built for you.

Helping Lehigh Valley Clients Plan With Confidence

Frequently asked questions from across the region

We’ve worked with clients throughout the Lehigh Valley—from city centers to quiet residential neighborhoods. Here’s what people in the area often want to know when they reach out.

  • Do you work with clients across the entire Lehigh Valley?

    Yes, we regularly serve clients throughout Allentown, Bethlehem, and Easton, as well as surrounding communities like Nazareth, Emmaus, Hellertown, and Palmer Township. Whether you work in downtown Allentown or live in the suburbs, we offer flexible meeting options to fit your schedule. Febbo Wealth Management, LLC is proud to be part of this region and deeply values the relationships we’ve built across generations.

  • What kinds of financial challenges do Lehigh Valley families face—and how can you help?

    Many of our clients are navigating multiple financial goals at once—saving for retirement, supporting children, paying off debt, or managing family-owned businesses. We help you prioritize, stay organized, and make smart choices that align with your values and long-term goals. Our role is to serve as your financial sounding board, so you can move forward with more clarity and less stress.

  • Is your advice tailored or do you follow a standard investment model?

    Every client receives a plan built specifically for their needs. We don’t use preset investment models or push products. Instead, we take the time to understand your full financial picture—including your goals, family dynamics, and preferences—and then build a strategy that reflects that. It’s advice that feels personal, because it is.

  • Can you coordinate with my accountant, attorney, or other professionals?

    Absolutely. Many of our clients in the Lehigh Valley work with tax professionals, estate attorneys, or mortgage specialists. We’re happy to collaborate with your team to ensure everyone’s on the same page. That kind of coordination leads to better decisions and fewer surprises—and we think that’s an important part of good planning.

  • How do I know if now is the right time to start planning?

    If you’re asking the question, it probably is. Whether you’re just starting to think about retirement, managing a recent windfall, or looking to feel more in control of your finances, we can help you take the next step. Febbo Wealth Management, LLC offers planning that meets you where you are and grows with you over time.