Find a Financial Planner 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.

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 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

 

How Can a CFP® in Greensburg Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Greensburg 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 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 Greensburg include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
23.3% of Greensburg'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 Greensburg area can create a custom plan and walk with you each step of the way.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Greensburg area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 Greensburg area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Greensburg 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 is a service offered by many financial advisors, planners, and other professionals in the Greensburg area. Typically, it 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 Greensburg area when dealing with high-interest credit card debt and private student loans.

 

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: 33 years

CHAPEL HILL INVESTMENT ANALYSTS INC

Website

(724) 830-2600

126 Mathews Street, Suite 1600

Greensburg, PA 15601

SEC#: 801-57548
Years in Business: 20 years

PWA WEALTH MANAGEMENT

Website

(412) 931-2700

542 Rugh Street
Suite 1000
Greensburg, PA 15601

SEC#: 801-62312
Years in Business: 17 years