Find a Financial Planner in Pittsburgh, PA

 

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

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We Only Work With The Best Pittsburgh 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 Pittsburgh, PA


  • Financial Advisor Close to Pittsburgh, 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 Pittsburgh Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Pittsburgh 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 Pittsburgh, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
18.1% of Pittsburgh'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 Pittsburgh area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Pittsburgh area, there are a number of additional components of an estate plan, including complying with estate tax laws.
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 Pittsburgh area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Pittsburgh area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 Pittsburgh 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 Pittsburgh area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 302,205
  • % of Population 62 Years and Over: 18.1%
  • Average Home Value: $144,100
  • Average Monthly Housing Cost: $918
  • Average Household Income: $72,981
  • 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 Pittsburgh, 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: 26 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: 0 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