Find a Financial Planner in Canonsburg, PA

 

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We Only Work With The Best Canonsburg Financial Advisors

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

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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 Canonsburg, PA

  • Financial Advisor Close to Canonsburg, 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 Canonsburg Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Canonsburg area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Canonsburg, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
20.7% of Canonsburg'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 Canonsburg area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Canonsburg area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Canonsburg area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Canonsburg area is generally long-term and performed with the help of a qualified planner. 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 Canonsburg 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 typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Canonsburg area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 8,844
  • % of Population 62 Years and Over: 20.7%
  • Average Home Value: $139,400
  • Average Monthly Housing Cost: $824
  • Average Household Income: $63,001
  • 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 Canonsburg, PA


GRANT STREET ASSET MANAGEMENT INC

Website

(412) 257-8060

380 Southpointe Blvd
South Pointe Plaza Ii Suite 315
Canonsburg, PA 15317

SEC#: 801-43095
Years in Business: 28 years

BRAUN-BOSTICH & ASSOCIATES INC.

Website

(724) 942-2639

1600 Ashwood Drive
Ste 1601
Canonsburg, PA 15317

SEC#: 801-110570
Years in Business: 3 years

H FINANCIAL MANAGEMENT

Website

(724) 745-9406

400 Southpointe Blvd.
Plaza One, Suite 420
Canonsburg, PA 15317

SEC#: 801-69665
Years in Business: 12 years

BRYAN ADVISORY SERVICES, LLC

Website

(724) 746-4004

125 Technology Drive
Suite 105
Canonsburg, PA 15317

SEC#: 801-116672
Years in Business: 1 years

VENATOR MANAGEMENT LLC

Website

(412) 586-3749

4000 Town Center Boulevard
Suite 150
Canonsburg, PA 15317

SEC#: 801-119414
Years in Business: 0 years