Broker Check

More from Melissa:

Check out our Video SeriesBusiness Owner’s Strategy for Future Transition  – Link Here

Allentown

Melissa Gerhardt

CFP®, CEPA®, ChFC®

Advisor

As an Advisor with Legacy Planning Partners for over 10 years, I provide comprehensive financial planning and financial services to business owners and individuals. Alongside a team of advisors and staff in the Lehigh Valley, I am committed to providing clients with professional service and assistance in securing their financial future.

My passion is helping business owners develop a successful exit plan and build value in their business and personal life. A successful exit plan is an ongoing process that focuses on maximizing business value, creating personal financial certainty, and continuing to develop the next chapter of your life.

I graduated Summa Cum Laude from Kutztown University of Pennsylvania with a Bachelor of Science degree in Finance and Marketing.

Service to the community is important to me. I sit on the board for Camelot for Children. I serve as the Secretary of Church Council and on the Finance Committee for Trinity Lutheran Evangelical Church in Topton, PA. I am a board member for Kutztown University’s CFP Advisory Board and an Alumni of Alpha Phi Omega, National Co-Ed Service Fraternity. Also, I am a participant with the Women’s Business Council.


What inspires you to work with Family Business?

“It’s a combination of being on the frontline with Business Owners while they make the decision and the desire to work with families throughout their entire lives. There is a level of excitement and grit when it comes to owning, running, and transitioning your business. Being able to get my hands in the dirt and dream with them in the clouds is very rewarding.

It is very clear to me that being a Financial Planner is what I will do for the rest of my life. The power to be in this industry and as a woman inspires me to support other Business Owners to feel powerful and free with their money!”


I am a lifetime Lehigh Valley Resident, currently residing in Mertztown, PA with my husband Jim and sons, Jimmy and Charlie. In my spare time, I enjoy running, skiing, hiking, and spending time with family.

Latest Blog Posts by Melissa Gerhardt

Our Team

eLegacy

View your wealth management website

Investor 360

View your Commonwealth accounts

SEI