A Better Way Financial

Empowering Your Retirement Dreams

Welcome to the A Better Way Financial Family

At A Better Way Financial we treat people the way they should be treated. We treat them like family. Each member of our staff is here to learn what is important to you, help you achieve your financial goals, and overcome the challenges you may face together.

Meet the Team

Frank Guida

President and CEO

Frankie Guida

Financial Planner

Kimberly Guida

Vice President

Julia Naccarato

Operations Manager

Nick DeLucy

Marketing Director

Noah Williams

Paraplanner

Beth Ann Weeks

Client Services Specialist

Nancy Rivera

Client Services Specialist

Morgan Medvedz

Director of First Impressions

Debi Kohler

Administrative Assistant

Judah Shleifer, E.A.

Accountant - IRS Enrolled Agent

Mike Canet, JD, LLM

Strategic Consultant

Joey Guida

Intern

Strategic Partners:

Headshot of Michael Poirot

Michael Poirot

Marketing Strategist

Headshot of Josh Bare

Josh Bare

Research Consultant

Headshot of Chris Lawler

Chris Lawler

Research Consultant

Headshot of Kyle Wiggs

Kyle Wiggs

CEO of UX Wealth

Headshot of Brad Roth

Brad Roth

Thor Analytics Consultant

Headshot of Heather Branch

Heather Branch

Radio Host

Headshot of Karl Maehrer

Karl Maehrer

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 below 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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