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
Deep Experience Working With…
Concentrated Stock
At Mercer Advisors, we help Allentown clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.
Divorcing & Divorced
We provide Allentown residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead. Learn more about how we can help.
Generational Wealth
Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Allentown families like yours to craft tailored plans that help to ensure long-term financial continuity.
Inherited Wealth
Your inheritance marks a beginning and an end. Learn more about how we approach this delicate situation for Allentown residents and help ensure your new wealth is protected, optimized, and meets your long-term goals.
IPOs & Liquidity Events
Whether you’re holding RSUs, ISOs, NSOs, or ESPP shares, the decisions you make now may shape your financial future. Learn how we can help demystify the process for you and help avoid a hefty tax bill.
Retirement Planning
Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage. See how we can help Allentown residents design retirement plans that help them achieve their financial goals.
Special Needs
Caring for a loved one with disabilities brings unique responsibilities, and planning ahead is one of the most important things you can do. We’ll help you prioritize what matters most, understand what can wait, and build a plan that gives you confidence.
Women & Wealth
We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women 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.
Clicking on the above link (if provided) will take you to a third-party site, not affiliated with Mercer Advisors.
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