Business Details
39 Years
experience
Your Trusted Partner for Financial Advisory Services
Founded in 1987, Northeast Financial Group (NEFG) is an independent Registered Investment Advisory firm dedicated to developing tailored financial solutions for individuals, organizations, and retirement plan sponsors. Our fiduciary approach prioritizes client needs through proactive service, open-architecture product selection, and alignment with client investment goals. With $840 million in assets under management and senior leadership averaging 25+ years of experience, we specialize in retirement planning, wealth management, and financial wellness programs. Our commitment to transparency includes full fee disclosure, independent research, and adherence to fiduciary best practices. We serve 100+ employer-sponsored plans and 8,000+ households, offering customized strategies for asset allocation, risk management, and estate planning.Our team holds advanced certifications including CFA, CFP, and Series 65 licenses, ensuring expertise in both institutional and individual financial solutions. By integrating tactical asset allocation with rigorous manager due diligence, we aim to optimize long-term outcomes for clients across market cycles. Our Financial Wellness Program provides ongoing education and monitoring to help clients achieve retirement readiness and adapt to life changes. Headquartered in Allentown, PA, with offices in Tannersville and Wyomissing, we combine local service with national regulatory compliance through partnerships with Charles Schwab & Co. and FINRA-registered advisors.
Services
Retirement Planning
Wealth Management
Financial Wellness Programs
Asset Management
Executive Benefits
Details
- Year established: 1987
Highlights and features
- We offer 38+ years of fiduciary experience in financial advisory services
- Our open-architecture platform ensures unbiased investment recommendations
- Senior leadership averages 25+ years of industry expertise
- We align success with client portfolio performance through fiduciary standards
- Comprehensive Financial Wellness Program with personalized dashboard tools
Services
Retirement Planning
Our retirement planning services help individuals and organizations create sustainable financial futures. We develop customized strategies for 401(k), 403(b), and 457 plans, focusing on fiduciary compliance and participant education. Our three-phase approach combines group enrollment sessions with personalized consultations to optimize savings rates and asset allocation.
Wealth Management
Wealth management services integrate strategic asset allocation with tax-efficient strategies for high-net-worth individuals. Our process combines long-term target allocation with tactical adjustments based on market conditions, utilizing rigorous research to identify skilled managers while maintaining diversification across asset classes and investment styles.
Financial Wellness Programs
Financial wellness programs provide comprehensive tools for retirement readiness through personalized dashboards and ongoing education. Our ecosystem includes account integration, progress tracking, and specialized calculators for retirement projections, social security optimization, and college planning with annual plan reviews to adapt to life changes.
Asset Management
Asset management services focus on fiduciary best practices for institutional clients, including investment policy statement preparation and manager due diligence. We provide independent research using platforms like Morningstar and fi360, with transparent fee disclosure and coordination between third-party administrators and plan sponsors.
Executive Benefits
Executive benefits consulting helps organizations design competitive compensation packages for key personnel. Our services include deferred compensation plans, supplemental retirement solutions, and business continuity strategies that align executive incentives with organizational goals while maintaining regulatory compliance.
People
Josh Laychock
Principal & Senior Portfolio Manager
With 19 years of financial services experience, Josh Laychock specializes in fiduciary best practices for qualified retirement plans and wealth management strategies for high-net-worth clients. He leads NEFG's investment committee and holds an AIF designation.
Dominic Voiland
Investment Advisor Representative
Dominic Voiland supports private wealth clients with portfolio management and business analytics. A Carnegie Mellon graduate with Series 65 licensing, he focuses on internal process improvement and financial operations for NEFG's growing client base.
Panos Grivakis
Investment Advisor Representative
Panos Grivakis brings 10 years of capital markets experience from JP Morgan, Bear Stearns, and Goldman Sachs. He specializes in derivatives trading and structured products while building NEFG's west coast presence from Los Angeles.
Kyle ONeill
Assistant Portfolio Manager
Kyle ONeill supports portfolio management and advisory teams with trade execution and investment research. With a finance degree from Drexel University and Series 65 licensing, he focuses on optimizing NEFG's internal systems.
Erin Monie
Financial Operations Specialist
Erin Monie enhances client experience through operational support with 13 years of financial services experience from Santander Bank and Smith Barney. She holds a Masters in Entertainment Business from Full Sail University.
Questions
What retirement plan services do you offer for businesses?
We provide fiduciary consulting, asset management, and executive benefits for 401(k), 403(b), and 457 plans. Our services include plan design, investment selection, compliance monitoring, and participant education programs.
How does your Financial Wellness Program work?
Our program combines personalized financial planning with digital tools for retirement readiness. Features include account integration, progress tracking, retirement projections, and annual reviews to adapt to changing life circumstances.
What makes your wealth management approach different?
We use a holistic approach combining strategic asset allocation with tactical adjustments. Our process includes manager due diligence, tax-efficient strategies, and customized solutions aligned with individual risk tolerance and financial goals.
Do you work with out-of-state clients?
Yes, while headquartered in Pennsylvania, we serve clients nationwide through virtual consultations and our digital financial wellness platform with team members in California and other locations.
What credentials do your advisors hold?
Our team includes CFA charterholders, Certified Financial Planners, Accredited Investment Fiduciaries, and professionals with FINRA Series 65/7/63 licenses, ensuring comprehensive expertise across financial disciplines.
How do you ensure transparent fee structures?
We provide full disclosure of all plan expenses in writing, use independent research for investment selection, and avoid revenue-sharing arrangements that create conflicts of interest in our fiduciary advisory services.
