Ayad Amary, MBA, CFP®, AIF
A goals-based plan connects the dots and brings purpose to your wealth and work.
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Serving Clients Nationwide
A goals-based plan connects the dots and brings purpose to your wealth and work.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Ayad Amary, MBA, CFP®, AIF
Hi, my name is Ayad Amary (pronounced “E-yad”), and I am the primary point of contact within the client relationship.After spending over 20 years in the financial industry with such firms as TIAA, Vanguard, and Scottrade, I decided to join Wealthcare Capital Advisory Partners as an independent affiliate by founding Wealthcare of the Lehigh Valley in 2021 — a fee-only, financial planning firm. As a fiduciary, I oversee the goals-based financial planning process for my clients by providing objective advice, guidance, and solutions designed to help them reach their long-term financial and life objectives.
My experience over the years has taught me many things. Above all, I learned that this business is a people business. I really enjoy getting to know people on a professional and personal level with an unwavering commitment to their success. This is why I centered my practice around financial planning and developing deep relationships with my clients by limiting the number of families I serve. It is a quality over quantity approach. I will take time to get to know your financial situation, life goals, challenges you may be facing, and what is most important to you.
“What is the purpose of your money” is a question I often ask. Aligning your financial goals with your life goals is the major foundation of my planning process. Along the way, I share my own personal and professional experiences, just as you share your life stories with me.
I am proud to call the Lehigh Valley, PA area my home for almost my entire life and now serve clients in Allentown, Bethlehem, Easton, PA and surrounding areas. Additionally, I can help clients nationwide with the advent of Zoom and video conferencing technology . I currently reside in Bethlehem, Pa along with my wife Caroline and our three daughters, Marina, Georgina, and Lucia.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- CFP Board
- Fee Only Network
Primary Location
3477 Corporate Parkway suite 100, Center Valley, PA 18034, USA
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a brief introductory call to discuss my services and see if there is mutual interest in moving forward.Offers Investment Management
Yes
About Wealthcare of The Lehigh Valley
Wealthcare Capital Management (Wealthcare) is a very different kind of financial advisory firm. We pioneered a new way of providing financial life guidance, using Goals-Based Wealth Management. The cornerstone of our patented goals-based investing process is quite simply to help our clients, above all else, to make the most of their life.✅ A Simple Approach: We help you understand and identify your most important life goals. And then we align your financial plan and your investments with those goals.
✅ Our Process: Wealthcare’s patented process is designed to help you reach your life goals while minimizing unnecessary investment risk or needlessly sacrificing your life now. Our process is dynamic and continual, as is life, and it will guide you through the entirety of your financial life.
Education
DeSales University, Master of Business Administration - MBA, Finance | Bloomsburg University of Pennsylvania, BSBA, Marketing
Volunteer Experience
Giving back to my community is vitally important and I am currently serving on the Board of two non-profits: Victory House of Bethlehem and The American Amarian Charity Society. Recently, through my affiliation with Victory House, I developed a pro bono financial coaching program for recovering homeless men as they transition back into society. One of my passions is helping those in need and teaching underserved communities about financial literacy.
Languages
- Arabic
- English
Hobbies and Interests
- Family
- Hiking
- Reading
- Volunteering
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- Dual Income Family
- Educators
- Gen X
- Intergenerational Families
- Living in Retirement
- Physicians
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Solid Personal Investment Knowledge and Experience, Client Needs and Goals Drive the Decisions .
Peace of Mind
Smart, sound advice and great to work with
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Many Thanks!
5 Star Financial Planning
Totally confident in our retirement
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