Wealthcare of the Lehigh Valley
Fiduciary Financial Planner for the Lehigh Valley
As independent, fee-only advisors, we help pre-retirees and retirees in Allentown, Bethlehem, and the surrounding area build a retirement plan for lasting peace of mind.
What We Do
Comprehensive Financial Services
The Wealthcare process addresses your financial needs and your dreams.
Why Wealthcare?
We help you reach your long-term financial goals with objective, goals-based advice. No products, no commissions.
Learn MoreOur Services
A full suite of planning and investment services to help you build and protect a secure future.
View ServicesHelpful Resources
Free guides and tools to start your wealth-planning journey whenever you're ready.
Get Resources
Our Firm
About Wealthcare
Wealthcare is a very different kind of financial advisory firm. We pioneered a new way of providing financial life guidance, using Goals-Based Wealth Management. The cornerstone of our patented goals-based investing process is quite simply to help our clients, above all else, make the most of their life.
PlanIt!
Find Your Comfort Zone
When planning your financial future, it's wise to stay in your Comfort Zone. Find out if you're there with PlanIt!, Wealthcare's interactive online tool that measures the probability of reaching your financial goals.
Who We Are
Ayad & Kevin
Our vision for each family we work with is to help them achieve comfort, security, and peace of mind. It's amazing what can be accomplished when planning becomes a priority. Ultimately, it's our job to steward clients to a fully integrated financial and personal life. Money and wealth should have a purpose.
“Ayad is very smart, very knowledgable and is a pleasure to work with. He asks astute questions and gives close attention to the client's individual situation and needs when developing strategies and recommendations. His clear explanations ensure that the client is comfortable with the decisions that they reach together.”
Your Questions, Answered
Frequently Asked Questions
Yes. We are obligated to act in your best interest always.