Find a Financial Planner in Sewickley, PA

 

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We Only Work With The Best Sewickley 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 Sewickley, PA


  • Financial Advisor Close to Sewickley, 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 Sewickley Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Sewickley 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 planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Sewickley typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
24.9% of Sewickley'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 Sewickley 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 Sewickley 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 Sewickley 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. Financial advisors in the Sewickley area often offer tax planning services to their clients. 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Sewickley area, 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Sewickley area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 3,829
  • % of Population 62 Years and Over: 24.9%
  • Average Home Value: $366,200
  • Average Monthly Housing Cost: $1,253
  • Average Household Income: $134,479
  • 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 Sewickley, PA


JMS CAPITAL GROUP WEALTH SERVICES, LLC

Website

(412) 415-1177

417 Thorn Street
Suite 300
Sewickley, PA 15143

SEC#: 801-106661
Years in Business: 5 years

SNOW CAPITAL MANAGEMENT, L.P.

Website

(724) 934-5800

1605 Carmody Court
Suite 300, Blaymore Iv
Sewickley, PA 15143

SEC#: 801-37238
Years in Business: 30 years

AUFMAN ASSOCIATES INC

Website

(724) 934-5600

2200 Georgetown Drive
Suite 401
Sewickley, PA 15143

SEC#: 801-19122
Years in Business: 38 years

ROBLE, BELKO AND COMPANY, INC.

Website

(724) 935-4990

2200 Georgetowne Drive
Suite 200
Sewickley, PA 15143

SEC#: 801-61829
Years in Business: 18 years

TOUCHSTONE CAPITAL, INC.

Website

(724) 933-8388

2607 Nicholson Road
Building Ii Suite 1100
Sewickley, PA 15143

SEC#: 801-112657
Years in Business: 3 years

ROOTSTOCK ADVISORS

Website

(412) 205-8822

2605 Nicholson Road
Building 5, Suite 5240
Sewickley, PA 15143

SEC#: 801-78025
Years in Business: 8 years