Financial services tailored to your goals

Guidance That

Fits Your Life

We offer personalized financial planning and investment guidance designed to meet you where you are—whether you’re preparing for retirement, saving for college, or building long-term wealth. Explore our services below to learn how we can support your next chapter.

What We Can Help With

Plans Built For Real People

Every financial journey is different. That’s why we take time to understand your needs before building a plan. Below are the core areas where we guide our clients—each with its own set of strategies, tools, and conversations.

Retirement Planning

Whether you’re five years away or already retired, we help you create a plan that supports the life you want in retirement. From income strategies to Social Security timing and tax-aware withdrawals, we tailor each step to your goals. Our approach focuses on longevity, flexibility, and clarity as you move into the next phase of life.

Income Planning

A strong financial plan needs reliable income—and we’re here to help you build one. We work with you to develop a retirement income strategy that reflects your lifestyle, resources, and future needs. Our team helps align your investments, savings, and pension options to create steady income for the long haul.

College Planning

Education is a major milestone—and a major investment. We help families plan ahead with smart saving strategies, 529 plans, and financial aid insights that fit your broader financial picture. Whether your child is a newborn or a high school junior, we’ll help you prepare with confidence.

Wealth Management

Whether you’re building wealth or managing it, we offer personalized guidance to help you grow and protect what you’ve earned. Our wealth management services focus on clear investment strategies, portfolio management, and long-term planning tailored to your life goals.

Investment Planning

Investing can feel complex, but it doesn’t have to be. We simplify the process with customized investment plans built around your timeline, goals, and comfort with risk. As financial advisors, we help our clients stay informed and confident through every market cycle.

Comprehensive Financial Planning

Sometimes the best strategy is a big-picture one. Our financial planning services in the Lehigh Valley bring together all aspects of your finances—retirement, income, education, insurance, and estate considerations—into one cohesive plan. We help you understand how each piece works together, so you can move forward with clarity.

Questions About Financial Planning?

Here’s What Our Clients Often Ask

We know financial planning can feel overwhelming—especially if it’s your first time working with a financial advisor. These are some of the most common questions we hear from clients across Easton, Bethlehem, Allentown, and the greater Lehigh Valley.

  • What does a financial advisor do, and how can one help me?

    A financial advisor helps you make informed decisions about your money—whether you’re saving for retirement, managing investments, or planning for college costs. At Febbo Wealth Management LLC in Easton, PA, we guide clients through every stage of life with personalized strategies. Our goal is to help you feel confident and informed about your financial future.

  • How do I know if I need wealth management services?

    If you’re juggling multiple financial goals—like saving for retirement, paying down debt, investing, or planning your estate—wealth management may be right for you. We serve families and individuals across the Lehigh Valley who want a comprehensive, organized approach to managing their finances. Even if you’re not sure where to start, we can help you assess your options.

  • When should I start planning for retirement?

    The sooner, the better. Whether you’re 30 or 60, retirement planning is most effective when it’s proactive. Our Easton-based retirement planning team helps you understand what you’ll need and how to get there—factoring in income needs, tax strategies, and lifestyle goals. It’s never too early (or too late) to start planning.

  • What makes Febbo Wealth Management LLC different from other financial advisors near me?

    We’re a family-owned firm, and most of our clients come to us through referrals. Unlike national chains, we focus on personal relationships and customized guidance. Our team of Certified Financial Planners® and credentialed advisors serves the Easton, Bethlehem, and Allentown communities with integrity, objectivity, and a long-term commitment to your success.

  • Can financial planning help me even if I don’t have a high net worth?

    Absolutely. Many of our clients are working families or individuals simply trying to make smart decisions with their money. Whether you’re looking to build wealth over time or just want clarity on where you stand, financial planning is a valuable tool. We work with people across the Lehigh Valley who want practical, approachable guidance—no matter their income level.