Captrust
46yrs
Top advisor by experience at Captrust
12yrs
Michael Warch is a fiduciary financial advisor in Bethlehem, Pennsylvania, with 12 years in the industry. After two years at M&t Securities and two years at Edward Jones, Michael joined Valley National Advisers in 2018, a firm offering financial planning and investment management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 195 advisors with offices in Bethlehem, and one of 162 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$957,825
Advisors at the firm14
States licensed ?1 state
Services through Valley National Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowValley National Advisers Inc.Current firm
- Oct 2016 – May 2018M&t Securities, Inc.Previously
- 2014 – 2016Edward JonesPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Valley National Advisers at (610) 868-9000 and ask for Michael Warch. Michael works from the Bethlehem, PA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Valley National Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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