Your Complete Financial Picture
We’re the financial advisory firm that loves sharing our extensive knowledge and experience with you to help improve your independent investment strategies and overall personal financial well-being. We are passionate about our fiduciary duty to act in your best interest. Our expertise includes financial advisory services, financial investment management, retirement planning, Social Security strategies, income tax planning, estates, wills, life insurance, long-term care strategies and more.
Your MtM Financial Group financial advisor starts by helping you to identify financial goals and independent investment decisions that matter most to you. Then, we help create the strategies that best position you to meet your specific goals.
We’re the financial advisory firm that is all about finding the right balance for you. We’ll help design, implement and monitor a financial investment portfolio that maximizes your opportunities for growth at the appropriate level of risk.
We all dream about retiring “some day.” Whether your “some day” is years off or imminent, your financial advisor at MtM Financial Group will create a strategy to help put you on the path to financial security so that you can retire confidently.
Tax laws are constantly changing, making it difficult for even the most savvy individual or business owner to keep up. Here’s something that should never change: receiving every single credit and deduction you’re due. Our experienced tax team will make sure nothing is overlooked.
Confused about wills, trusts and living wills? POAs and PODs? Charitable giving? Worried you don’t have adequate life, long-term care or disability insurance? Your MtM financial advisor will assess every piece of your estate-planning puzzle, including the tax ramifications.
We provide complimentary reviews of your wills and estate, life insurance, retirement plan, investment portfolio, Social Security strategy, income tax planning, long-term care strategies or Medicare. One of our skilled and experienced financial advisors will assess your current situation at no charge, with no pressure or obligation.
Listen (and Learn) Live!
On the Radio: More Than Money With Gene Dickison
Tune in to the “More Than Money with Gene Dickison” radio show from 8 a.m. to 10 a.m. every Saturday on WAEB AM 790 as Gene and Alyssa answer listeners’ questions LIVE! Send us your questions, too.
Latest Episodes
LIVE Saturday Mornings, 8 a.m. & 10 a.m.
WAEB AM 790
| 11/16/2024 | November 16, 2024 – Trump Transition Raises Questions… | |
| 11/09/2024 | November 9, 2024 – New Market Highs After… | |
| 11/02/2024 | November 2, 2024 – Presidential Election – Tuesday… | |
| 10/26/2024 | October 28, 2024 – Changes in 2025 for… | |
| 10/19/2024 | October 19, 2024 – Next Great Invest In… |
Watch (and Learn)!
On TV: More Than Money With Gene Dickison
7:30 p.m. Tuesdays on WLVT-TV Channel 39
7 p.m. Thursdays on BRC TV Channel 13
Invite the Lehigh Valley’s renowned financial advisor into your living room! Watch the “More Than Money with Gene Dickison” TV show at 7:30 p.m. Tuesdays on PBS39 and at 7 p.m. Thursdays on BRC TV-13. Gene has broadcast more than 1,450 shows over more than 30 years. His show is one of the longest-running financial shows in the country. We’re grateful to our loyal viewers, coast-to coast and locally in Bethlehem, Easton, Hellertown, Nazareth, Center Valley, Allentown, Stroudsburg, Northampton County, Lehigh County, Bucks County, Monroe County, and Warren County. “More than Money” is also available online, so you can watch from anywhere!
We Stand Out From the Rest
Why Choose MtM
There’s a reason why so many people are eager to work with us. Actually, there are a bundle of reasons. For starters, our No. 1 priority is and always will be to serve you and improve your financial wellbeing. To get started, try our free second opinion services. Find out more about why we’re the unique partner that makes sense for our valued clients across the country and locally in Bethlehem, Easton, Hellertown, Nazareth, Center Valley, Allentown, Stroudsburg and throughout Northampton, Lehigh, Bucks, Berks, Monroe and Warren counties. We could be the right fit for you, too, whether you live nearby or afar.
Call or Schedule an Appointment
