Bethlehem, PA, May 12, 2026 – Valley National Financial Advisors (VNFA), an independent wealth management firm headquartered at 1655 Valley Center Parkway in Bethlehem, Pennsylvania, has been named a 2026 InvestmentNews 5-Star Wealth Management Team, recognizing its long-term commitment to client service and innovation.
Founded in 1985, VNFA has grown into a multi-generational firm serving families across three and four generations, with 35 employees delivering integrated wealth management, financial planning, and tax services. The firm’s advisors emphasize long-term, trust-based relationships and a coordinated approach that brings tax, planning, investment, and credit expertise under one roof for high- and ultra-high-net-worth clients.
InvestmentNews’ 5-Star Wealth Management Teams 2026 honours US-based advisory teams that demonstrate exceptional client growth and retention over the preceding 12 months. This year, 97 recipients were selected from 772 entries – a 12.65% recognition rate – following a structured qualitative and quantitative review focused on client impact, understanding of client needs, notable achievements, and contributions to the broader industry.
VNFA distinguished itself through a client service model that prioritizes families using the firm’s full suite of services, moving beyond one-off transactions to deep, enduring relationships that generate referrals and long-term stability. The firm also stands out for its disciplined communication through market cycles, providing regular commentary, white papers, videos, and webinars to help clients navigate volatility with confidence.
On the technology front, VNFA leverages modern tools – including artificial intelligence – to enhance research, tax analysis, and client correspondence while keeping human judgment at the center of all investment decisions. This balance of independence, experience, and thoughtful innovation underpins the firm’s recognition as a 5-Star Wealth Management Team for 2026.
*Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANY QUESTIONS: Valley National Advisers Inc.’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
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