Andesa Financial Management, Inc.

Andesa Financial Management, Inc. (CRD# 131702) is a financial advisory firm headquartered in Allentown, PA. They manage $200,486,899 in 612 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    612
    ACCOUNTS
  • Average Account Value
    $327,593
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY, PA, TX

Financial Advisors at Andesa Financial Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael D. Baittinger
CRD#: 2832152
1011 Brookside Road, Suite 150, Allentown, PA 18106
96
Wealthminder
score

Michael Baittinger (CRD# 2832152) is an Investment Advisor Representative working at Andesa Financial Management, Inc. in Allentown, PA and has over 19 years of experience in the finance industry. Michael Baittinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Paul C. Barbehenn
CRD#: 4246485
1011 Brookside Road, Suite 150, Allentown, PA 18106
96
Wealthminder
score

Paul Barbehenn (CRD# 4246485) is an Investment Advisor Representative working at Andesa Financial Management, Inc. in Allentown, PA and has over 16 years of experience in the finance industry. Paul Barbehenn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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