Find a Financial Advisor in Monroeville, PA

 

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We Only Work With The Best Monroeville 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

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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 Monroeville, PA


  • Financial Advisor Close to Monroeville, 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 Monroeville, 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 Monroeville, PA

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

  • Population: 27,687
  • % of Population 62 Years and Over: 28.1%
  • Average Home Value: $152,100
  • Average Monthly Housing Cost: $1,034
  • Average Household Income: $80,549
  • 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 Monroeville, PA

 

INVICTA ADVISORS LLC

Website

(724) 553-6891

2790 Mosside Boulevard
Suite 530
Monroeville, PA 15146

SEC#: 801-114114
Years in Business: 3 years

SANTORI & PETERS

Website

(412) 373-6904

3824 Northern Pike
Suite 450
Monroeville, PA 15146

SEC#: 801-110482
Years in Business: 4 years

VERITY ASSET MANAGEMENT, INC.

Website

(412) 951-7310

4099 William Penn
Fourth Floor
Monroeville, PA 15146

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

VERITY ASSET MANAGEMENT, INC.

Website

(412) 951-7310

4099 William Penn
Fourth Floor
Monroeville, PA 15146

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

GOOD LIFE ADVISORS, LLC

Website

(412) 374-9219

2520 Mosside Blvd
Suite #4
Monroeville, PA 15146

SEC#: 801-80003
Years in Business: 7 years

VERITY ASSET MANAGEMENT, INC.

Website

(412) 951-7310

4099 William Penn
Fourth Floor
Monroeville, PA 15146

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

CITIZENS SECURITIES, INC.

Website

(412) 856-6001

4210 William Penn Hwy
Ms: 15B-0017
Monroeville, PA 15146

SEC#: 801-61902
Years in Business: 18 years

TRUSTMONT ADVISORY GROUP, INC.

Website

(412) 856-7300

4099 Wm. Penn Hwy
Ste 303
Monroeville, PA 15146

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

F.N.B. INVESTMENT ADVISORS INC

Website

(412) 320-2304

4220 William Penn Highway
2nd Floor
Monroeville, PA 15146

SEC#: 801-56609
Years in Business: 22 years

 


Monroeville, PA Financial Advisor FAQs

A financial advisor in Monroeville, PA should be licensed, and your first step should be to contact the Pennsylvania Bureau of Securities. The Bureau is also able to provide a list of registered investment advisors who can service your needs.
While the need for a financial advisor varies on differing situations, getting one is definitely a good decision. You don’t merely pay them to manage your finances. They, too, can be a great source of information on financial literacy and management.
Ask about how he would determine which investments are fit for you. This will help you understand how he approaches investment management. This will also help you ascertain if this particular advisor can easily connect with your needs.
Financial advisors provide a broad range of services such as retirement planning, tax preparation and estate planning. A financial advisor can help assess your personal situation and recommend solutions that fit with your needs.