Find a Financial Advisor in Greensburg, PA

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We Only Work With The Best Greensburg 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Greensburg, PA


  • Financial Advisor Close to Greensburg, 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

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

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

  • Population: 14,290
  • % of Population 62 Years and Over: 23.3%
  • Average Home Value: $136,900
  • Average Monthly Housing Cost: $709
  • Average Household Income: $55,105
  • 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 Greensburg, PA

 

TRUSTMONT ADVISORY GROUP, INC.

Website

(724) 468-5665

Scenic Drive Professional Center
200 Brush Run Road, Suite A
Greensburg, PA 15601

SEC#: 801-30694
Years in Business: 34 years

CHAPEL HILL INVESTMENT ANALYSTS INC

Website

(724) 830-2600

126 Mathews Street, Suite 1600

Greensburg, PA 15601

SEC#: 801-57548
Years in Business: 21 years

PWA WEALTH MANAGEMENT

Website

(412) 931-2700

542 Rugh Street
Suite 1000
Greensburg, PA 15601

SEC#: 801-62312
Years in Business: 18 years

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(724) 837-1130

132 South Main Street, Suite 300

Greensburg, PA 15601

SEC#: 801-60749
Years in Business: 20 years

WEALTH MANAGEMENT STRATEGIES, INC.

Website

(724) 836-7001

One Northgate Square
Suite 104
Greensburg, PA 15601

SEC#: 801-117711
Years in Business: 2 years

BLACKRIDGE ASSET MANAGEMENT, LLC

Website

(724) 837-3553

1225 South Main Street
Suite 107
Greensburg, PA 15601

SEC#: 801-108114
Years in Business: 5 years

VERITY ASSET MANAGEMENT, INC.

Website

(724) 837-9300

1602 Broad Street

Greensburg, PA 15601

SEC#: 801-66730
Years in Business: 15 years

HEFREN-TILLOTSON, INC.

Website

(724) 838-0990

540 Pellis Road

Greensburg, PA 15601

SEC#: 801-55083
Years in Business: 24 years

HEFREN-TILLOTSON, INC.

Website

(724) 838-0990

540 Pellis Road

Greensburg, PA 15601

SEC#: 801-55083
Years in Business: 24 years

 


Greensburg, PA Financial Advisor FAQs

Greensburg is a city in Westmoreland County, Pennsylvania, and the county seat. It is part of the Pittsburgh Metropolitan Area. The city is located in the Laurel Highlands and near the Western Allegheny Plateau ecoregion. Excela Health is a significant healthcare company based in Pennsylvania with 2,000 workers and a $64.0 million yearly revenue. It is the largest employer in Greensburg, Pennsylvania. In Western Pennsylvania, Greensburg is a prominent cultural hub. The Westmoreland Museum of American Art, which focuses on American art from 1750 to 1950, is housed there. The Palace Theatre, located in the city's growing cultural center, hosts a variety of shows throughout the year. We've worked with top-tier Greensburg, Pennsylvania, financial experts to bring you in touch with them. Greensburg, the county seat, is a city in Westmoreland County, Pennsylvania, United States. It is part of the Pittsburgh Metropolitan Area located in the Laurel Highlands and the Western Allegheny Plateau ecoregion. Many of our financial advisors are in high demand, so you'll want to find one who can help you with your finances as soon as possible. Find financial gurus in your area by looking through the list below!

Start by evaluating how much money you have to invest. If your financial advisors fees are going to eat up a sizable portion of what you have, then it's probably not a good idea. If your advisor is providing investment advice, check that he or she has at least three years worth of experience and place an emphasis on their current portfolio.

Financial advisors provide ongoing counsel for clients throughout their lifetimes. They help individuals plan, save and invest for all stages of life, from retirement to college to buying a home. By partnering with a financial advisor, individuals can tap into the expertise and experience required to achieve long-term financial success no matter what stage each person is at in their lives or what challenges they may face during those stages.

Financial advisors get paid in a variety of ways. They may get free trade commissions, use a fee-based model, or make money from annuities and mutual funds. Different financial advisor salaries vary depending on the work they are doing.

A fee-only financial planner can take on myriad roles, including educator, counselor and coach. Many independent advisors work closely with one or more trustees to make sure an individual's finances are in order before handing off their client for investment management purposes only.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.