Find a Financial Advisor in Sewickley, PA

 

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We did the hard work of finding trustworthy partners 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 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 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

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: 6 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: 31 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

FIRST PACIFIC ADVISORS, LP

Website

(412) 749-0785

130 Centennial Ave

Sewickley, PA 15143

SEC#: 801-67160
Years in Business: 15 years

LINCOLN INVESTMENT PLANNING, LLC

Website

(412) 231-7960

1606 Carmody Court
Suite 102, Blaymore I Office Building
Sewickley, PA 15143

SEC#: 801-14059
Years in Business: 43 years

CONFLUENCE FINANCIAL PARTNERS, INC.

Website

(724) 719-6600

1605 Carmody Court
Suite 101
Sewickley, PA 15143

SEC#: 801-120711
Years in Business: 0 years

 


Sewickley, PA Financial Advisor FAQs

Yes. If you have any significant amount of money, it is rational to invest with a financial advisor.
They assess your financial needs and then recommend a strategy that might help you reach your goals in the most cost-effective way.
Financial advisors get paid in a variety of ways, which can include: hourly and flat-fee modeling (e.g., money managers and retirement planners), commission-based (e.g., insurance, stocks and other securities), fee for service (retirement planning is an example here) or rebate income models for financial products that they give to clients under advisory status agreements with specific product providers.
Only work with someone whom you trust not just professionally but personally too.