Skip to main content

ATA Financial Group | Tax, Wealth & Retirement Planning

Se Habla Español

ATA Financial Group LLC
Facebook X-twitter Linkedin
Menu

Financial Guidance for
Life, Business & Retirement

Helping individuals, families, businesses, and public organizations simplify their taxes, protect assets, grow wealth, and plan for the future with confidence.

Schedule a Consultation
(610) 433-3866

30+ Years Experience | Personalized Service | Se Habla Español | Whitehall, PA

Comprehensive Financial Services, Working Together

The best financial decisions happen when taxes, investments, insurance, and long-term planning are aligned under one strategy.

Insurance & Risk Management

Insurance & Risk Management

Protect your income, family, business, and assets against life’s unexpected moments.

Senior & Estate Planning

Senior & Estate Planning

Prepare your legacy with thoughtful retirement and estate planning guidance.

Tax & Accounting

Tax & Accounting

Accurate tax preparation, proactive planning, bookkeeping, payroll guidance, and accounting support. 

Wealth Management

Wealth Management

Build long-term confidence with retirement planning, investment guidance, education planning, and personalized strategies.

How It Works

A Clear Process. Personalized to You.

1

Free Consultation

2

Evaluate

3

Custom Planning

Who We Serve

Helping People, Businesses & Organizations Make Smarter Financial Decisions

Individuals & Families

We help households make confident financial moves at every life stage.

Business Owners

Support for taxes, accounting, growth, succession, and smarter decisions.

Non-Profits & Unions

Reliable guidance for structure, transparency, and stability.

Municipalities & Government

Financial support for value accuracy, accountability, and trust.

ATA Management Strategies and Credent Wealth Management Partnering to Better Serve Our Clients

Schedule a Consultation

Why Choose ATA Financial Group

ATA Financial Team

For more than three decades, ATA Financial Group has built lasting client relationships through honesty, responsiveness, and personalized service. 

We do more than handle one transaction or one season. We help clients see the full financial picture, how taxes affect retirement, how insurance affects wealth, and how today’s decisions impact tomorrow. 

That integrated approach helps clients avoid missed opportunities and make smarter decisions with confidence. 

Local. Experienced. Personal. 

About ATA Financial

Testimonials

Trusted by Families, Businesses & Organizations Across the Lehigh Valley

"I have been a client of ATA Financial Group for over 5 years for both my taxes and wealth management.
It is a tremendous feeling to know that my best interests are considered and taken seriously when managing my money and strategies for my future.

Kent C Newhart, as well as his entire staff, provide professional and friendly service.

I feel confident to recommend them to my family, friends and colleagues to this business!"

- Lucille Arslanian

"Expertise, knowledge and service are exemplary."

- Edward Krug
 
 

News Articles