Bob Brown in

Bob Brown

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Financial Planner at Lehigh Valley Investment Group
📍 Bethlehem, Pennsylvania, United States

Bob Brown is the founder of Lehigh Valley Investment Group, a firm he established after starting his financial planning career in 1991. A graduate of Bucknell University, he specializes in retirement planning, investment advice, and tax management strategies, with a focus on managing IRAs for clients transitioning into the next phase of their life.

Outside of his firm, Bob is deeply invested in his community, having served as Chairman of Moravian Academys Board of Trustees. He actively mentors students, offering them a thorough education in investments, stock trading, and retirement planning, demonstrating a clear passion for financial education and youth mentorship.

He has also held leadership positions in the broader professional community as the former President of a consortium of Lehigh Valley professional organizations.

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Experience
34 Years
Current Role
Financial Planner
Job Level
Leadership
Location
Bethlehem, Pennsylvania, United States
Personality Overview

How Bob shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Bob cares about

Retirement Planning
His career focus since 1991 has been on preparing people for retirement and managing their wealth through that transition.
Financial Mentorship
He serves as a mentor to students, personally educating them on investments, stock trading, and financial planning, and has served as Chairman of Moravian Academy's board.
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Career

Work history

10-1991
Financial Planner
Lehigh Valley Investment Group
10-1991
Founder
Lehigh Valley Investment Group
In the press

Media appearances

Lehigh Valley Investment Group – Times have changed and so have investors – Bob Brown, founder of Lehigh Valley Investment Group. Featured in Facebook (LVIGinPA)
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Interest rates are increasing for various forms of investments – Lehigh Valley Investment Group. Featured in Facebook (LVIGinPA)
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Education
1982 - 1986
BA
Bucknell University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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