Confident investing starts with a real plan
Personalized advice from a team that listens
Financial Planning in Bethlehem, PA
At Febbo Wealth Management, LLC, we help people in Bethlehem make confident financial decisions—whether you’re planning for retirement, saving for college, or building long-term wealth. As a family-owned firm, we focus on clear communication, practical guidance, and relationships that last.
Supporting the Bethlehem Community
Financial advice rooted in real life
We work with individuals and families throughout Bethlehem, from South Side and West Bethlehem to the Monocacy Creek corridor and beyond. Our team understands the challenges facing today’s professionals, parents, and retirees. Whether you’re an employee at Lehigh University, a small business owner on Main Street, or a homeowner planning your next step, Febbo Wealth Management, LLC is here to help you build a plan that fits your goals.
Explore Our Financial Services
A full-picture approach to your financial life
We offer comprehensive planning across all areas of personal finance. Click below to learn more about each service.
Build a clear, flexible strategy for turning your savings into income—and your goals into reality.
Create a sustainable income plan that fits your lifestyle and supports your long-term needs.
Prepare for education expenses with smart saving strategies that balance financial aid and family goals.
Grow and protect what you’ve earned with personalized investment guidance and big-picture support.
Make confident investing decisions with a strategy that reflects your goals and risk comfort.
Bring everything together—retirement, investments, tax strategy, and more—with a plan designed just for you.
Financial Planning in Bethlehem: FAQs
What local clients often ask us
We’ve helped clients from all over Bethlehem—West Broad Street to South Mountain—take the next step in their financial journey. Here are answers to a few of the most common questions we receive from your neighbors.
Do you work with clients throughout the Bethlehem area?
Yes, we work with clients across Bethlehem, including Fountain Hill, North Bethlehem, South Side, and West Bethlehem. Many of our clients live near Moravian University, work at Lehigh Valley Health Network, or own small businesses around Main Street and the SteelStacks district. We offer flexible meeting options both in person and virtually, so you can choose what’s most convenient for your schedule. Febbo Wealth Management, LLC is proud to serve the broader Bethlehem community with approachable, consistent financial guidance.
What makes Febbo Wealth Management, LLC a good fit for clients in Bethlehem?
We offer the personal touch of a family-run firm combined with the credentials and experience of a professional advisory team. Our CFP® professionals take time to explain your options clearly and help you make decisions with confidence. We’re not here to sell products—we’re here to build plans. Whether you’re retiring from Lehigh, saving for your children’s education, or managing long-term investments, we’ll help you create a strategy that feels right for you.
What services are most relevant for clients in Bethlehem?
Our most common services for Bethlehem clients include retirement income planning, college savings strategies, and investment management. We also work with educators, medical professionals, and dual-income households who want help balancing today’s needs with tomorrow’s goals. Whether you’re navigating benefits through a local employer or managing multiple financial priorities, we’ll tailor a plan that fits your situation.
Do I need a financial plan even if I already have investments?
Having investments is a good start—but a financial plan helps you make sure those investments are aligned with your goals. At Febbo Wealth Management, LLC, we connect all the pieces: savings, risk tolerance, taxes, income needs, and more. We’ve seen time and again how even a small amount of structure can help clients feel more confident and prepared for the future. Your investments should serve a purpose, and your plan helps define it.
How do I get started if I live in Bethlehem?
It’s easy to get started with a conversation. We’ll schedule an initial meeting—either in person or virtually—to talk through your goals and explain how we work. If you live or work in Bethlehem, we’re just a short drive away. There’s no pressure and no obligation—just honest guidance from a team that’s here to help.