Insights

Fiduciary Retirement Focus Independent fiduciary retirement planning with a 35-year track record, suggesting resilience in client acquisition through trust and long-term relationships. Ideal for cross-sell opportunities around broader wealth management and estate planning services.

Regional Recognition Recently recognized by The Morning Call as Best Financial Planner in Lehigh Valley, indicating strong local brand presence and potential for referral partnerships with local banks, CPA firms, and elder-care services.

Growth Potential Revenue range of 10M–25M with a small to mid-sized team signals opportunities to scale through marketing automation, CRM optimization, or technology upgrades to improve client onboarding and advisor productivity.

Tech Stack Fit Utilizes tools like Shopify, Matomo, Brevo, and RankMath, suggesting openness to digital marketing enhancements, CRM integrations, client portals, and content-driven lead generation aligned with personal financial planning services.

Market Positioning Competes with larger advisory firms in financial services; potential to partner on retirement planning education programs, webinars, and targeted campaigns aimed at families approaching retirement, retirees, and high-net-worth segments seeking fiduciary guidance.

A Better Way Financial Tech Stack

A Better Way Financial uses 8 technology products and services including Matomo, jsDelivr, oEmbed, and more. Explore A Better Way Financial's tech stack below.

Matomo

Analytics

jsDelivr

Content Delivery Network

oEmbed

Dev Tools

Shopify

E-commerce

Google Fonts API

Font Scripts

jQuery

Javascript Libraries

Brevo

Live Chat

RankMath SEO

Web Platform Extensions

A Better Way Financial Email Formats	Example	Percentage
First@abetterwayfinancial.com	John@abetterwayfinancial.com	100%

A Better Way Financial Email Formats

Example

Percentage

First@abetterwayfinancial.com

John@abetterwayfinancial.com

100%

Frequently Asked Questions

What is A Better Way Financial's phone number?

You can contact A Better Way Financial's main corporate office by phone at

+1-610-440-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is A Better Way Financial's official website and social media links?

A Better Way Financial's official website is abetterwayfinancial.com and has social profiles on LinkedIn.

How much revenue does A Better Way Financial generate?

As of July 2026, A Better Way Financial's annual revenue is estimated to be $10M - $25M.

What is A Better Way Financial's NAICS code?

A Better Way Financial's NAICS code is 52 - Finance and Insurance.

How many employees does A Better Way Financial have currently?

As of July 2026, A Better Way Financial has approximately 16 employees across 3 continents, including North AmericaAsiaOceania. Key team members include Principal: M. O.. Explore A Better Way Financial's employee directory with LeadIQ.

What industry does A Better Way Financial belong to?

A Better Way Financial operates in the Financial Services industry.

What technology does A Better Way Financial use?

A Better Way Financial's tech stack includes MatomojsDelivroEmbedShopifyGoogle Fonts APIjQueryBrevoRankMath SEO.

What is A Better Way Financial's email format?

A Better Way Financial's email format typically follows the pattern of First@abetterwayfinancial.com. Find more A Better Way Financial email formats with LeadIQ.

When was A Better Way Financial founded?

A Better Way Financial was founded in 2011.

A Better Way Financial

Q: How many employees does A Better Way Financial have currently?

A Better Way Financial has approximately 16 employees.

Q: What technology does A Better Way Financial use?

A Better Way Financial's tech stack includes jQuery Waypoints, Brevo, GoDaddy, Shopify, Cloudflare Bot Management.

Q: What is A Better Way Financial's NAICS code?

A Better Way Financial's NAICS code is 52 (Finance and Insurance).

Financial ServicesPennsylvania, United States11-50 Employees

A Better Way Financial operates in the financial services sector, focusing on helping clients and their families plan and manage retirement with an emphasis on growth and control of their accumulated assets. As independent fiduciary financial planners, the firm aims to deliver retirement plans tailored to individual needs, prioritizing the client’s best interests and long‑term financial security. Based in Allentown, Pennsylvania, the company serves individuals seeking structured, individualized guidance for retirement planning and wealth coordination. With decades of experience reported by the firm, the approach combines personalized strategy with fiduciary responsibility to support clients in navigating retirement decisions. In addition to its core planning services, the organization has received regional recognition for its work, such as being named a top financial planner by a local media outlet in 2024. The business operates within the broader financial services industry, positioning itself as a locally focused, independent advisor dedicated to retirement planning.

Insights

Similar companies to A Better Way Financial

Credit Karma

OneMain Financial

Upstart

Avant

LightStream by Truist

Capital One

SoFi

Prosper

LendingClub