Find a Financial Planner in Washington County, PA

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Washington County 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 Washington County, PA


  • Financial Advisor Close to Washington County, 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 Washington County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Washington County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Washington County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
24.9% of Washington County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Washington County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The goal of estate planning is to establish a clear plan for the distribution of your assets--called your "estate"--upon your death, incapacitation, or another predetermined condition. Estate planning in the Washington County area is typically done by a financial advisor, but sometimes legal professionals are required to assist with things like a living will.
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 Washington County 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 Washington County 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 is a service offered by many financial advisors, planners, and other professionals in the Washington County 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 Washington County area when dealing with high-interest credit card debt and private student loans.

 

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

We evaluated over 13,000 RIA firms to bring you the best of the best Washington County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Washington County, PA?

  • Population: 207,212
  • % of Population 62 Years and Over: 24.9%
  • Average Home Value: $184,200
  • Average Monthly Housing Cost: $849
  • Average Household Income: $85,387
  • 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 Washington County, PA


GRANT STREET ASSET MANAGEMENT INC

Website

(412) 257-8060

380 Southpointe Blvd
South Pointe Plaza Ii Suite 315
Canonsburg, PA 15317

SEC#: 801-43095
Years in Business: 28 years

BRAUN-BOSTICH & ASSOCIATES INC.

Website

(724) 942-2639

1600 Ashwood Drive
Ste 1601
Canonsburg, PA 15317

SEC#: 801-110570
Years in Business: 4 years

H FINANCIAL MANAGEMENT

Website

(724) 745-9406

400 Southpointe Blvd.
Plaza One, Suite 420
Canonsburg, PA 15317

SEC#: 801-69665
Years in Business: 12 years

BRYAN ADVISORY SERVICES, LLC

Website

(724) 746-4004

125 Technology Drive
Suite 105
Canonsburg, PA 15317

SEC#: 801-116672
Years in Business: 2 years

VENATOR MANAGEMENT LLC

Website

(412) 586-3749

4000 Town Center Boulevard
Suite 150
Canonsburg, PA 15317

SEC#: 801-119414
Years in Business: 0 years