With Us, It’s Always About More Than Money

Our Financial Advisory Firm Puts Your Needs First

At MtM Financial Group, our No. 1 goal is to help you enjoy your best financial life. We thrive on building strong, long-term personal relationships that serve our valued clients. Every week during our Thursday LIVE TV show and Saturday LIVE radio show hosted by Gene Dickison, we offer unique opportunities for you to ask questions and expand your financial knowledge.

About Us

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.

  • 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

Want to improve your IQ of financial matters? 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 answers listeners’ questions LIVE! Send us your questions, too.

financial advisory firm

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 1,250 shows over more than 28 years. His show is one of the longest-running financial shows (if not the longest running) in America today. This show is a must-watch for viewers in Bethlehem, Easton, Hellertown, Nazareth, Center Valley, Allentown, Stroudsburg, Northampton County, Lehigh County, Bucks County, Monroe County, Warren County and beyond.

Catch Up (and Learn)

Dive Into Our Library of Past Shows

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.

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 trusted clients in Bethlehem, Easton, Hellertown, Nazareth, Center Valley, Allentown, Stroudsburg and throughout Northampton County, Lehigh County, Bucks County, Monroe County and Warren County—and could make sense for you.

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Your Source for Financial Investment Insights

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Call or Schedule an Appointment

Have a question? Need a second opinion? We’re ready to help!

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