Find a Financial Advisor 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 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 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

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: 29 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: 1 years

CONFLUENCE FINANCIAL PARTNERS, INC.

Website

(724) 271-8801

1000 Noble Energy Dr
Suite 240
Canonsburg, PA 15317

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

HEFREN-TILLOTSON, INC.

Website

(724) 597-7990

121 Champion Way

Canonsburg, PA 15317

SEC#: 801-55083
Years in Business: 24 years

LINCOLN FINANCIAL SECURITIES CORPORATION

Website

(800) 836-4897

1700 Ashwood Drive
Suite 1703
Canonsburg, PA 15317

SEC#: 801-23151
Years in Business: 36 years

LINCOLN FINANCIAL ADVISORS CORPORATION

Website

(724) 743-2980

370 Southpointe Boulevard
Suite 200
Canonsburg, PA 15317

SEC#: 801-42530
Years in Business: 29 years

 


Washington County, PA Financial Advisor FAQs

A financial advisor provides advice about money. The most skilled advisors will guide you through many different options and help you decide what's right for your long-term security.
A financial advisor can provide a variety of services for you – from simplifying your investment strategy and retirement plan, to helping you take advantage of tax benefits like college tuition savings accounts. They also help protect your investments by making sure they're spread among different types of assets that will provide the right balance between risk and reward over time.
Ask your family and friends for referrals. Look for someone that has been in business at least 10 years with a solid success record of helping clients reach their goals, who is NCPA certified, and who offers personalized service by with-holding investment decisions from people up front. Compare fees charged with the services offered to ensure you're getting reasonable value for what you're paying up front and on an ongoing basis.
Financial advisors are typically compensated with a mix of commissions or transaction fees, hourly fee, or retainer.