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THANK YOU for voting for A Better Way Financial as the Morning Call Reader's Choice winner as the BEST FINANCIAL PLANNING FIRM in the Lehigh Valley!

A Better Way Financial

Empowering Your Retirement Dreams

Welcome to the A Better Way Financial Family

Our Mission and Core Values

At A Better Way Financial, our mission and values guide everything we do. Our mission is to empower retirement dreams by working with clients to understand their visions and goals, protect and grow their wealth, maximize retirement income, and tax efficiently transition their estates. As independent fiduciary retirement planners, we provide clear strategies and simplify complex retirement planning concepts to create a smooth transition to and through retirement.

We pride ourselves on fostering a family atmosphere, built on warmth and genuine care—always looking out for one another and for the clients we serve. Our team is dedicated to delivering outstanding client service, constantly educating ourselves and seeking better solutions so that every client experience is smooth, personalized, and meaningful. We believe in acting with integrity, ensuring we always do what is right and in the best interest of those who trust us with their financial future. And through it all, we maintain a spirit of positivity, approaching every interaction with optimism, encouragement, and respect. Together, these values shape the foundation of our firm and define how we serve our clients and community.

Meet the Team

Frank Guida

President and CEO

Frankie Guida

CERTIFIED FINANCIAL PLANNER™

Noah Williams

Financial Planner

Kimberly Guida

Executive Vice President

Julia Naccarato

Vice President of Operations

Nick DeLucy

Marketing Director

Eric Bono

Financial Planning Associate

Noah Mauro

Financial Planning Associate

Anthony Davis headshot

Anthony Davis

Financial Planning Associate & Tax Preparer

Beth Ann Weeks

Senior Client Services Specialist

Renee Simpson

Client Services Specialist

Melissa Berry

Client Services Specialist

Laurie Bowers headshot

Laurie Bowers

Administrative Assistant

Mike Canet, JD, LLM

Strategic Consultant

Strategic Partners:

Headshot of Michael

Michael Poirot

Marketing Strategist

Headshot of Josh

Josh Bare

Research Consultant

Headshot of Chris

Chris Lawler

Research Consultant

Headshot of Kyle

Kyle Wiggs

CEO of UX Wealth

Headshot of Heather

Heather Branch

Radio Host

Angela Johnson

Recruiter

Headshot of Karl

Karl

Attorney

Client Advisory Board

At A Better Way Financial, we cherish our relationships with our clients and are always looking for ways to better serve them. That’s why we put together a Client Advisory Board to become part of our team. This board is made up of some of our longest-lasting and most trusted relationships who can bring support, ideas, and connections to help us serve the Lehigh Valley. The Client Advisory Board meets twice a year for fulfilling, rewarding, and fun events to make A Better Way Financial even better.

Schedule your complimentary retirement analysis today!

Take the next step in your retirement planning journey with A Better Way Financial. Fill out the form to secure your time today! You may also reach us at (610) 440-1700 or send an email to abwf@abetterwayfinancial.com.

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