Lehigh Valley Investment Group in PA

Lehigh Valley Investment Group in PA Lehigh Valley Investment Group is a full service financial management firm that assists clients in working toward their long term financial goals.

Our professionals are dedicated to providing responsive, client-centered service and sound financial advice. Where are you on your financial journey? Financial goals are personal and unique. It is our belief that when it comes to planning for your future, it is important to partner with a team that will take the time to truly understand your individual plans and hold you accountable to pursue your

goals every step of the way. Financial freedom is attainable. Lehigh Valley Investment Group can help you get there. We’re excited to introduce our financial planning monthly subscriptions and on-demand packages, created to allow you to choose the services you need, tailored for you. Providing Financial Planning for Individuals, Small Businesses, Trust Services, Investments, Insurance, Tax Planning, and more.

* Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Most investors miss this: You don’t need to chase IPOs to get exposure to innovative companies.Some mutual funds and ETF...
06/03/2026

Most investors miss this: You don’t need to chase IPOs to get exposure to innovative companies.

Some mutual funds and ETFs already invest in private companies before they go public.

Examples include:
• Funds with late-stage venture exposure
• Crossover funds (public + private markets)

These can offer indirect exposure to companies like SpaceX, but with professional management and diversification.

Curious if this fits your plan? Contact us: https://lehighvalleyinvestmentgroup.com/contact-us/

For many Americans, looking at how much they have in the bank can leave a knot in their stomach, but how much money you ...
06/01/2026

For many Americans, looking at how much they have in the bank can leave a knot in their stomach, but how much money you have in the bank shouldn't negatively impact your health or outlook on life.

Instead, it should motivate you to improve your financial well-being, starting with talking to professionals who have the experience needed to ensure you're on the right path.

Connect with one of our seasoned financial planners today to get started on a tailored financial plan. ⬇️
https://lehighvalleyinvestmentgroup.com/about/

IPO hype is real. But access is not.Here’s how IPO investing typically works:• Institutions and insiders get first acces...
05/27/2026

IPO hype is real. But access is not.

Here’s how IPO investing typically works:
• Institutions and insiders get first access
• Shares begin trading publicly (often with volatility)
• Retail investors buy after the initial pricing

By the time most people can invest, the “early” opportunity is often gone.

Want guidance on how IPOs fit into your portfolio? Contact us: https://lehighvalleyinvestmentgroup.com/contact-us/

The entire team at Lehigh Valley Investment Group would like to wish everyone honoring today a very safe and healthy Mem...
05/25/2026

The entire team at Lehigh Valley Investment Group would like to wish everyone honoring today a very safe and healthy Memorial Day.

We'd also like to recognize all the brave men and women of our military who are currently serving or who have served to keep us safe. 🇺🇸

When asking about starting to save for your child's college fund without hurting your retirement goals, Financial Planne...
05/22/2026

When asking about starting to save for your child's college fund without hurting your retirement goals, Financial Planner Justin Hartman shares his thoughts. 👇

Start by determining what you can reasonably contribute without jeopardizing your own future. Remember, there are loans for college but not for retirement. A 529 plan is often a great tool because contributions grow tax-free when used for education.

Even small, automatic monthly contributions can add up over time. The key is balancing both goals through a clear plan rather than sacrificing one for the other.

Meet with Justin to discuss more: https://lehighvalleyinvestmentgroup.com/about/

Everyone’s asking about the “SpaceX IPO”…but here’s the reality: There is NO confirmed IPO date. Private companies can s...
05/20/2026

Everyone’s asking about the “SpaceX IPO”…but here’s the reality: There is NO confirmed IPO date.

Private companies can stay private much longer today than they used to. SpaceX has raised billions without needing public markets, which means investors waiting on an IPO may be waiting a while.

What you can do instead is understand how IPOs actually work and where opportunities really exist.

Have questions about IPOs or your investment strategy? Contact us: https://lehighvalleyinvestmentgroup.com/contact-us/

Join us in welcoming Sean Roth to Lehigh Valley Investment Group!Sean is a Lehigh Valley native and financial advisor wh...
05/18/2026

Join us in welcoming Sean Roth to Lehigh Valley Investment Group!

Sean is a Lehigh Valley native and financial advisor who brings a planning-first approach to helping clients navigate complex financial situations. He specializes in comprehensive financial planning for family-owned businesses, real estate portfolios, and multi-generational wealth, working closely with clients and their CPAs and attorneys to build clear, sustainable strategies.

With strong ties to the local real estate and development community and a passion for working with athletes, Sean offers a practical, experience-driven perspective focused on turning today’s success into long-term security.

We’re excited to have him on board and know he’ll be a valuable resource to our clients and community.

Connect with Sean at [email protected] or learn more at our website: https://lehighvalleyinvestmentgroup.com/

Address

4000 Wegmans Drive, Suite 200
Bethlehem, PA
18018

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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