Patricia Peoples, CFP, Managing Partner

Patricia Peoples, CFP, Managing Partner Patricia Peoples, Managing Partner, has been advising families, professionals, and business owners prudently and economically toward their goals since 1989.

Pat’s motto is “integrity first, always” and her greatest joy professionally is seeing your goals and plans come to fruition. Pat delights in that several of her families, the child that was playing on the floor during early planning meetings is now a successful, productive adult who has chosen her as their financial advisor as well. With extensive credentials to her name, Pat is a Certified Finan

cial Planner™, a Certified Kingdom Advisor, a Chartered Life Underwriter® (CLU), and a Chartered Financial Consultant (ChFC). Her expertise and commitment to excellence have earned her a reputation as a trusted advisor in financial planning. Stringent continuing education is a pillar of Pat’s practice, as she endeavors to learn the latest strategies to add value to your relationship, perhaps saving you money, maximizing social security, helping you navigate Medicare, and help you align your investments to your values. To offer continuing education for her clients and their friends and family members, Pat regularly offers fun, educational programs to keep an ongoing dialogue and seek to better understand what is important to each client so that she can better serve them. Pat is married to Duane, her college sweetheart and partner. Their son Craig, a finance graduate of Grove City College and their daughter Grace, a marketing graduate from Temple University are key in their succession plan. Outside of the office, Pat’s passions are Ladies Bible study at Cedar Crest Bible Fellowship church, and group exercise including cycling and strength.

07/17/2026

Entering the second half of the year, investors have a lot on their minds.

With new leadership and task forces in place at the Fed, what’s in store for policy and rates? Plus, how is the AI investment story shifting—and what does it mean for markets? In this special LPL Financial Midyear Outlook edition of the Market Observatory, Chris Fasciano and Sam Millette welcome LPL’s chief investment officer, Marc Zabicki, CFA®, to the conversation for expert insight into the themes and signals investors should watch in the months ahead. See their full conversation here: https://bit.ly/3SUC4T3

*The Market Outlook was prepared by LPL Financial, a broker-dealer and registered investment adviser. LPL and Commonwealth are affiliates under control of a common parent company.

04/09/2026

Market headlines got you worried?

Here's some perspective: while geopolitics might be stirring up short-term turbulence, market fundamentals tell a much stronger long-term story.

Chris Fasciano, the Chief Market Strategist of Commonwealth Financial Network, shares his perspective on why valuations and earnings expectations support the strength of a diversified portfolio, especially in the current market: https://bit.ly/3NSg9K5

03/26/2026

The Federal Reserve (Fed) kept interest rates unchanged after its Federal Open Market Committee (FOMC) meeting earlier this month. Although investors and economists largely expected this outcome, stocks and bonds sold off immediately after Fed chair Jerome Powell’s post-meeting news conference.

03/23/2026

What will the Fed do going forward? Chris and Sam talk oil prices, inflation worries, and interest rates in the latest episode of the Market Observatory.

03/08/2026

It’s been a busy start to the year for investors, as shifting geopolitical risks and rising economic uncertainty led to choppy returns for stocks. Concerns about AI spending and profitability hit technology stocks especially hard. However, other sectors like financials and consumer discretionary h...

02/13/2026
02/05/2026

Choosing a financial advisor is about more than investments – it’s about planning for your future with confidence.

As of the end of 2025, over 6K+ LPL-affiliated advisors have earned the CFP Board designation, the most of any firm in the industry.

We’re proud to support advisors who meet the highest standard in financial planning. Full details linked in the comments 👇

02/04/2026

Address

880 Minesite Road Allentown, Pa 18103
Allentown, PA
18101

Telephone

+16103986505

Website

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