Lehigh Valley's Trusted Financial Partner for Over 30 Years
Who We Are
ATA Financial Group is a full-service financial firm led by Kent Newhart and Sheyla Fernandez, offering comprehensive services across tax preparation, accounting, wealth management, insurance and risk management, and senior and estate planning, all under one roof.
We are proud to be a locally rooted firm with deep ties to the Whitehall community. We know our clients by name, not by account number. And we show up, not just at tax time, but throughout the year as your financial life evolves.
Meet Our Team
We’d love to introduce you to the people behind ATA Financial Group, experienced professionals who are as committed to your financial future as you are.
KENT C. NEWHART
President
SHEYLA FERNANDEZ
Accounting Supervisor / Enrolled Agent
MICHAEL P. BOYKO
Account Executive
STEPHANIE VALENZUELA
Office Manager
DOBSON
Greeter & Kent’s Personal Assistant
Our Philosophy
Most financial firms focus on one area. We never have.
At ATA, we operate from a foundational belief that every financial decision is connected. A tax strategy affects your retirement. An insurance gap affects your estate. An investment choice affects your tax liability. When all of those areas are managed together, by one trusted team with a complete view of your finances, the outcomes are simply better.
That integrated approach is what separates ATA Financial Group from single-service providers, and it’s why our clients stay with us for decades.
Our Commitment to You
We are fiduciaries. That means we are legally and ethically required to act in your best interest, full stop. No commissions driving our recommendations. No outside incentives influencing our advice. Just honest guidance aligned entirely with your goals.
We listen. Every client relationship begins with a real conversation. We meet with you regularly, review your current situation, and make sure the strategy in place still reflects where you are and where you’re headed.
We stay current. Tax laws change. Markets shift. Regulations evolve. We track those changes continuously so you don’t have to, and we proactively adjust your strategy when it matters.
We are your long-term partner. We don’t measure success in transactions. We measure it in the financial confidence our clients carry year after year.
Serving the Lehigh Valley and Beyond
ATA Financial Group is proud to serve clients throughout:
- Whitehall, PA
- Allentown, PA
- Bethlehem, PA
- Easton, PA
- The greater Lehigh Valley region
We also work with clients across Pennsylvania who need trusted, experienced financial guidance they can rely on.
Frequently Asked Questions
Is ATA Financial Group a fiduciary?
Yes. We operate in a fiduciary capacity across our wealth management and financial planning services, meaning we are required to act in your best interest at all times, not in the interest of any product or commission.
How long has ATA Financial Group been in business?
ATA Financial Group has been serving individuals and organizations in the Lehigh Valley for more than 30 years, building a reputation grounded in honesty, integrity, and personal service.
Do you work with clients outside of Whitehall?
Yes. While we are based in Whitehall, PA, we serve clients throughout the Lehigh Valley, including Allentown, Bethlehem, Easton, and across Pennsylvania. We also offer virtual meeting options for clients who prefer remote consultations.
How do most of your clients find you?
The majority of our new clients come through referrals from existing clients. That trust, passed from one person to another, is something we work hard to earn and maintain every day.
Do you offer services in Spanish?
Yes. Se Habla Español. We proudly serve Spanish-speaking individuals, families, and businesses throughout the Lehigh Valley, Pennsylvania.