Find a Financial Advisor in Westmoreland County, PA

 

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

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We Only Work With The Best Westmoreland County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Westmoreland County, PA


  • Financial Advisor Close to Westmoreland 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 Westmoreland 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 Westmoreland County, PA

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

  • Population: 352,590
  • % of Population 62 Years and Over: 27%
  • Average Home Value: $161,300
  • Average Monthly Housing Cost: $786
  • Average Household Income: $78,999
  • 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 Westmoreland County, PA

 

TRUSTMONT ADVISORY GROUP, INC.

Website

(724) 468-5665

Scenic Drive Professional Center
200 Brush Run Road, Suite A
Greensburg, PA 15601

SEC#: 801-30694
Years in Business: 34 years

CHAPEL HILL INVESTMENT ANALYSTS INC

Website

(724) 830-2600

126 Mathews Street, Suite 1600

Greensburg, PA 15601

SEC#: 801-57548
Years in Business: 21 years

PWA WEALTH MANAGEMENT

Website

(412) 931-2700

542 Rugh Street
Suite 1000
Greensburg, PA 15601

SEC#: 801-62312
Years in Business: 18 years

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Website

(724) 837-1130

132 South Main Street, Suite 300

Greensburg, PA 15601

SEC#: 801-60749
Years in Business: 20 years

WEALTH MANAGEMENT STRATEGIES, INC.

Website

(724) 836-7001

One Northgate Square
Suite 104
Greensburg, PA 15601

SEC#: 801-117711
Years in Business: 2 years

BLACKRIDGE ASSET MANAGEMENT, LLC

Website

(724) 837-3553

1225 South Main Street
Suite 107
Greensburg, PA 15601

SEC#: 801-108114
Years in Business: 5 years

VERITY ASSET MANAGEMENT, INC.

Website

(724) 837-9300

1602 Broad Street

Greensburg, PA 15601

SEC#: 801-66730
Years in Business: 15 years

HEFREN-TILLOTSON, INC.

Website

(724) 838-0990

540 Pellis Road

Greensburg, PA 15601

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

HEFREN-TILLOTSON, INC.

Website

(724) 838-0990

540 Pellis Road

Greensburg, PA 15601

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

 


Westmoreland County, PA Financial Advisor FAQs

Yes. Having a financial advisor is the single best way to avoid investing mistakes. The complexities of modern finance are so vast you simply can't be an expert in it all yourself.
A financial advisor will usually help you plan for your future. They might recommend that you invest in the stock market, set up an investment account, review your loans, or provide guidance on how to make the most of your retirement income.
The first thing to do when researching a financial advisor is to check out their credentials. If you are working with an advisor who has the Certified Financial Planner mark, it means that they underwent knowledge testing and passed the comprehensive CFP Board examination.
Some advisors may work for a percentage of the value of your investment portfolio. This is common in large institutions such as insurance companies, pension funds and mutual funds.