About Andesa Financial Management, Inc.
<p>Founded in 2004 by Paul C. Barbehenn, Andesa Financial Management, Inc. grew from the Lehigh Valley area as a Registered Investment Advisor headquartered on Hamilton Boulevard in Allentown, part of eastern Pennsylvania’s Greater Philadelphia region.</p> <p>The firm provided fiduciary investment advice and financial planning, and it also worked with retirement plans as a <a href="/plan-advisors">plan advisor</a> offering 3(21) and 3(38) services. Michael C. Baittinger joined the firm in 2006, expanding the advisory team and client service capacity.</p> <p>As of early 2023, Andesa managed about $330 million for 260 clients. On April 4, 2023, the business became part of Mercer Advisors, and its operations were integrated into Mercer’s national platform. Andesa’s standalone website is no longer active.</p> <ul> <li>Advisor services: 3(21) and 3(38) fiduciary support</li> <li>Wealth management and financial planning</li> <li>Founded: 2004</li> <li>Headquarters: 4905 Hamilton Blvd, Allentown, PA</li> <li>Key professionals: Paul C. Barbehenn (CFA®, CFP®); Michael C. Baittinger (CFP®, ChFC®)</li> </ul>
Website: https://andesa.com
Founded: 2004
Office Locations
- Allentown, PA (Headquarters)
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $330.0M