Bethlehem branch 610.746.7007 / sciota tax branch 570.300.4984
Your Complete Financial Picture
Services
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.
Financial Advisory Services
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.
Financial Investment Management
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.
Retirement Planning
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.
Income Tax Services
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.
Estate Planning
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.
Free Second Opinion
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.
Tune In
Latest Episodes
LIVE Saturday Mornings, 8 a.m. & 10 a.m.
WAEB AM 790
November 1, 2025 November 1, 2025 – 40 million Americans need food stamps – can we teach them to fish? – Inflation cools – the Federal Reserve does cut rates – maybe not in December – Stock markets continue this year’s excellent performance. What about 2026?...
October 25, 2025 October 25, 2025 – Thanks to the ladies of IIY for raising funds and food for the Nazareth Food Bank – Inflation cools – the Federal Reserve expected to cut rates – Gene and Diane celebrate the birthdays of (2) of their girls...
October 18, 2025 October 18, 2025 – Ways to use the senior standard deduction – Do you need to add ‘per stirpes’ to your account beneficiaries? – Learn how to help Nazareth Area Food Bank – Alyssa’s daughter describes high school personal finance course...
October 11, 2025 October 11, 2025 – Join Invest in You on October 22nd for lots of fun and food for the Nazareth Food Bank – Tariffs on Chinese goods roil the stock markets on Friday – Will there be peace in the Middle East?...
October 4, 2025 October 4, 2025 – Join Invest in You on October 22nd for lots of fun and food for the Nazareth Food Bank – U.S. Federal Government ‘shut-down’ has little impact, but big implications for our future – Markets wrap up a solid September...
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!
Learn More
Watch (and Learn)!
On TV: More Than Money With Gene Dickison
Did you miss one of our “More Than Money With Gene Dickison” TV shows on PBS39 or BRC TV-13? Don’t worry! You can watch Gene, one of the most well-respected financial advisors in the area, along with his interesting guests right here.
Watch More
More than Money on BRC – 10/30/2025
More than Money on BRC – 10/23/2025
More than Money on PBS39 – Season 7 / Episode 7
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.
Blog
Your Source for Financial Investment Insights
Invest in You – Plant Party Supports Nazareth Food Bank 2025
Wednesday’s Invest in You plant party was a great succ(ulent)ess, judging by the beautiful creations, roomful of smiles and carload of groceries collected for the Nazareth Area Food Bank. We extend our heartfelt thanks to all of our participants, for the fun social hour and for the generous donations everyone contributed to our food drive. We’re also grateful to Naomi
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AM790 WAEB hosts Radio-thon : Friday, 9/5/2025 – Thursday, 9/11/2025
Folds of Honor provides scholarships to fallen and disabled first responder and service members’ families. Track Our Progress We’re working our way towards $25,00 for this years radio-thon. We can’t thank you enough for your generous support of this powerful cause! How Can You Help? Call the MtM Headquarters: (610) 746-7007 to make a pledge. Donate directly: here Come see
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Invest in You – Yoga Supports LLS 2025
The ladies who attended the May 17 Invest in You yoga event likely weren’t expecting to nail a head stand during the class, but four of them went upside-down. For all, it was an invigorating yet relaxing experience led by Suzanne Ickes, certified yoga instructor and dietitian. Our generous guests—and others who couldn’t join the class—donated $1,604 to benefit The
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