CPA and Financial Advisor for Allentown

Coordinated tax, accounting, and investment advice for Allentown.

Shetland Financial serves individuals, families, and business owners across Allentown from our office just south in Center Valley. Allentown owners get clean books, payroll, and proactive tax planning under one roof. Families and pre-retirees get investment management built around the tax code, not bolted on after the fact. As both a CPA firm and a registered investment advisor, fee-only, flat-fee, and commission-free, we bring your tax strategy and your investments together, working directly with a CPA and CFA charterholder.

What you get

Business accounting, payroll, and tax in one place. Allentown owners get the whole back office under one roof.

Investment management coordinated with your taxes. Your portfolio is built around the tax code, not bolted on afterward.

Fee-only, flat-fee, no commissions. You always know what you are paying, and our advice has no strings attached.