# KeyVantage Wealth Advisors

- **Website:** <https://keyvantage.com>
- **Primary alias:** `keyvantage.com`

## Description

KeyVantage Wealth, LLC is an SEC-registered investment adviser based in Bethlehem, Pennsylvania, offering personalized financial planning and investment management. The firm helps individuals and families pursue long-term financial goals through a planning-led approach: advisers first learn about each client’s circumstances, then develop a financial plan and an investment strategy aligned with it. Its clients include business executives and managers, families, retirees and pre-retirees, and people seeking ongoing strategic guidance.

Services include short- and long-term financial planning, investment management, retirement planning, estate and insurance considerations, and help integrating executive compensation with broader financial objectives. KeyVantage also emphasizes tax-aware planning and offers annual reviews, check-in meetings, and year-end planning sessions to monitor clients’ financial situations and adjust plans as needed. Tax services are provided by its affiliated entity, KeyVantage Services, LLC; KeyVantage Wealth does not provide tax or legal advice. The firm describes its approach as relationship-focused, with an emphasis on trust, integrity, and personalized support. Prospective clients can schedule a complimentary discovery meeting to explore whether its services fit their needs.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/keyvantage-wealth-advisors)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id1RFJrvwx/w/600/h/132/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790448063131)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id1RFJrvwx/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790448063272)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Black | #000000 | dark |
| White | #ffffff | light |
| Madison | #0b3a67 | accent |

## Fonts

- Helvetica Neue — asset _(custom)_
- Lato — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id1RFJrvwx/w/4950/h/1238/idLuY39yV9.jpeg?c=1bxid64Mup7aczewSAYMX&t=1790448064315)

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_Source: <https://brandfetch.com/keyvantage.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._