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Rodman Dehart Young

Keyvantage Wealth Advisors

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About Rodman Dehart Young

Rodman Dehart Young is a Certified Financial Planner™ and Personal Financial Specialist. Rodman has been in the industry since October 2008. Currently, Rodman Young is registered with Keyvantage Wealth Advisors in Bethlehem, PA. Keyvantage Wealth Advisors is an independent firm. They offer financial planning, portfolio management, and investment advice.

Firm Information

Rodman Young is currently registered with Keyvantage Wealth Advisors. Keyvantage Wealth Advisors is a registered investment advisor based in Bethlehem, PA. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Keyvantage Wealth Advisors manages approximately $284.3 million in assets for 538 clients.
Keyvantage Wealth Advisors

95 HIGHLAND AVENUE

BETHLEHEM, PA 18017

$284.31M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rodman Young’s Registration & Firm History

PA

08/05/2024 - Present

Keyvantage Wealth Advisors (Bethlehem PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rodman Dehart Young.
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