Find a Financial Planner in Allegheny County, PA

 

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We did the hard work of finding trustworthy partners in Allegheny County, PA.

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We Only Work With The Best Allegheny County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Allegheny County, PA


  • Financial Advisor Close to Allegheny County, PA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Allegheny County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Allegheny County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Allegheny County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
22.7% of Allegheny County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Allegheny County area can create a custom plan and walk with you each step of the way.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Allegheny County area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Allegheny County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Allegheny County area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Pennsylvania has unique laws defining which actions trigger a taxable event and has the 23rd highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Allegheny County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Allegheny County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Allegheny County, PA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Allegheny County, PA

We evaluated over 13,000 RIA firms to bring you the best of the best Allegheny County financial advisors.
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How Retirement-Friendly is Allegheny County, PA?

  • Population: 1221,744
  • % of Population 62 Years and Over: 22.7%
  • Average Home Value: $165,600
  • Average Monthly Housing Cost: $939
  • Average Household Income: $86,258
  • Pennsylvania Total Tax Burden: 8.46% (23rd Highest in U.S.)
  • Pennsylvania Property Tax: 2.82% (24th Highest in U.S.)
  • Pennsylvania Individual Income Tax: 2.52% (19th Highest in U.S.)
  • Pennsylvania Sales and Excise Tax: 3.12% (19th Lowest in U.S.)


The Top Financial Advisor Firms in Allegheny County, PA


SYMONS CAPITAL MANAGEMENT INC

Website

(412) 344-7690

650 Washington Road
Suite 800
Pittsburgh, PA 15228

SEC#: 801-18876
Years in Business: 38 years

CIM INVESTMENT MANAGEMENT INC

Website

(412) 765-2771

1302 Investment Building
239 4th Avenue
Pittsburgh, PA 15222

SEC#: 801-47108
Years in Business: 27 years

OXFORD REAL ESTATE ADVISORS INC

Website

(412) 261-1500

2545 Railroad Street
Suite 300
Pittsburgh, PA 15222

SEC#: 801-50212
Years in Business: 25 years

SUNDANCE ADVISORS

Website

(412) 366-2813

5500 Corporate Drive
Suite 216
Pittsburgh, PA 15237

SEC#: 801-66405
Years in Business: 15 years

QUATTRO ADVISORS L.L.C.

Website

(412) 586-5406

3495 Butler Street
Suite 100
Pittsburgh, PA 15201

SEC#: 801-80531
Years in Business: 6 years

JANNEY CAPITAL MANAGEMENT LLC

Website

(412) 562-8100

One Ppg Place
Suite 2200
Pittsburgh, PA 15222

SEC#: 801-74501
Years in Business: 9 years

WEALTH MANAGEMENT STRATEGIES, INC.

Website

(412) 781-7100

17 Brilliant Avenue
Suite 302
Pittsburgh, PA 15215

SEC#: 801-117711
Years in Business: 1 years

NEW EDGE WEALTH

Website

(800) 693-7800

1251 Waterfront Place, Suite 510

Pittsburgh, PA 15222

SEC#: 801-118291
Years in Business: 1 years

EWA, LLC

Website

(412) 288-2363

381 Mansfield Ave
#200A
Pittsburgh, PA 15220

SEC#: 801-118806
Years in Business: 1 years

MILESTONE ASSET MANAGEMENT, LLC

Website

(412) 643-3058

8150 Perry Highway
Suite 208
Pittsburgh, PA 15237

SEC#: 801-119634
Years in Business: 0 years