The Mercer Advisors Lehigh Valley office and its predecessors have guided clients through the various stages of their financial lives since the 1980s. In fact, our principals are lifelong residents of the Valley.
We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.
Allentown
Stronger Together
Mercer Advisors understands the importance of joining forces with impressive local advisory firms. Together, we can provide clients with a greater breadth and depth of services and value—and, most importantly, keep our promises to them.
We’ve worked hard to retain some of the best aspects of a local boutique firm: white-glove service that comes from an intimate understanding of our clients’ families, lifestyles, situations, and needs. We combine this with the type of resources, specialized personnel, and risk mitigation of a national firm.
Allentown Offices Fast Facts & Specialties
- Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
- Lifecycle financial planning: Our comprehensive approach is designed to help you enjoy the present – and the future.
- Private market investment: Our institutional-grade investing provides access to otherwise hard-to-reach private investments, for those who qualify.
Financial Solutions We Offer in Allentown
Meet a Few of Our Talented Advisors
Our team is deeply embedded in the Allentown community and specializes in areas relevant to local residents.
Good stewardship of your financial resources requires comprehensive planning, responsible management and financial expertise. Working with a CFP®professional can help provide you with these important necessities.
I practice stewardship, partnership, and service in everything I do, from engaging and working with clients to investing in my community. I roll up my sleeves, engage at a deeper level, leverage my expertise and experience to help provide solutions.
Our goal is to partner with you and your family to develop and implement your personalized financial plan. We follow a detailed process to help forge the long-lasting partnership necessary for us to work together successfully.
In Our Community
From sharing our knowledge to volunteering to improve our neighborhoods, our local team loves to give back to the community.
Boys & Girls Club of Allentown
The Boys & Girls Club of Allentown honored Paul Barbehenn of Mercer Advisors for his years of dedicated service.
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Ready to learn more from the Allentown team?
Let’s TalkTRUST WE HAVE EARNED
#1 RIA in 2025 Barron’s Top 100 RIAs Ranking
Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side
5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026
Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool