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Best Financial Advisors in Pittsburgh

2023

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Website
Pittsburgh, PA
  • Individual Investors
  • Accounting
  • Insurance
  • corporate retirement

Why choose this provider?

YTS Wealth Management is a financial advisory firm serving Pittsburgh and neighboring areas. It provides personal and proactive financial services to individuals seeking to plan their futures and manage risks. The firm's wealth managers assist clients in planning their retirement, cash flows, and investments. They work to establish a close relationship with clients by sharing financial insights and helping them set their retirement income and savings goals. YTS Wealth Management began operating in 1983. Its owners and partners, Nicholas Subich and Justin Tantlinger, are both Certified Plan Fiduciary Advisors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (8)
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for quote

Website
Pittsburgh, PA
  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Website
375 Southpointe Boulevard, Canonsburg, PA 15317

Why choose this provider?

Justabout Wealth Management is a Canonsburg-based financial advisory firm serving Pittsburgh and its neighboring areas. The company's financial advisors offer investment management, insurance planning, and personalized financial planning services to a diverse clientele that includes young and mid-career professionals, high net worth individuals and families, and people who are about to retire. It educates clients on the different retirement plan options that are available to them, which may include 401(k)s, 403(b)s, and Simplified Employee Pension plans.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1700 Ashwood Drive Suite 1701, Canonsburg, PA 15317
  • Certified Financial Planner (CFP)

Why choose this provider?

Stein Wealth Advisors, LLC has been serving Pittsburgh and nearby areas since 2008. Stein Wealth Advisors, LLC financial advisors help people meet their financial goals concerning their children's education, taxes, insurance, investments, and retirement. They also review existing estate plans and create new ones. In addition, they conduct regular review sessions to keep clients informed about their financial strategies and monitor their progress toward their goals. The firm's founders and wealth advisors, Melissa and Joshua Stein, both hold CFP and CRPC designations.

License Verified:

License: 4999174

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Zelienople, PA 16063

Why choose this provider?

Secure Money Advisors in Zelienople serves clients who not only want financial growth but financial security as well. The firm helps people plan for retirement by matching them with low-risk investments, life insurance, and wealth management services that they are comfortable with. The firm assists clients who may need guidance when navigating processes like planning for retirement IRA legacy planning.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
61 McMurray Road, Suite 204, Pittsburgh, PA 15241

Why choose this provider?

Wright Associates is a fee-only, fiduciary advisory in Pittsburgh, PA, that specializes in helping high earning individuals, families, and retiring professionals define their financial goals and develop dynamic plans to achieve them. We help clients manage cash flow and investments, and minimize taxes to achieve financial independence, plan for education and retirement, and build their family's wealth. Our approach to wealth management is to provide high-touch, fiduciary counsel that evolves with each phase of a client’s financial life.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Pittsburgh, PA 15219

Why choose this provider?

D.B. Root & Company is a financial advisory firm that serves qualified retirement plans and high net worth investors in Pittsburgh and Toledo. The firm takes a holistic approach to wealth management. Estate planning services include wills, trusts, beneficiary coordination, legacy planning, and tax strategies. The retirement planning strategies include goals and objectives identification, cash flow projections, Social Security planning, employee benefit analysis, and strategies for the self-employed. The risk management services include insurance options to protect clients in case of an unexpected event. Charitable planning and education funding services are also available, as are income tax planning services.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.3
Responsiveness
Friendliness
Helpfulness
Detail

Website
Bridgeville, PA 15017

Why choose this provider?

Waldron Private Wealth in Bridgeville offers a range of services from business owner advisory services to investment management. Other services the firm offers include income tax planning, insurance and asset protection strategies, family wealth and next generation wealth planning, and lifestyle services like automotive and aviation acquisition assistance and ranch expense reporting. Forbes Magazine recognized Waldron Private Wealth as one of the top 25 financial advisors in the country.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1 Bigelow Square, Pittsburgh, PA 15219
  • Certified Financial Planner (CFP)

Why choose this provider?

Aptus Wealth Planning is a financial advisory firm that serves in the Pittsburgh metro. Its advisors help individuals and businesses in assessing their current cash flow and in creating a plan to pursue their long-term personal goals. Its services include tax planning, legacy planning, retirement planning, and portfolio management. In addition, the company offers life, disability, long-term care, and other risk management solutions. The team of Aptus Wealth Planning has over 40 years of collective experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
4.6 / 5 (18)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
740 Washington Road, Pittsburgh, PA 15228
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Bill Few Associates Wealth Management is an investment consulting and financial guidance firm with two offices in Pittsburgh. It helps clients achieve their financial goals through a number of services, including investment management and retirement and estate planning. Bill Few founded the firm in 1987, focusing on long-term financial planning for his clients. Additionally, the firm's financial managers are supported by a team of experienced portfolio managers and market analysts to ensure that each client's investment is protected and growing continuously.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
6 PPG Pl, Pittsburgh, PA 15222
  • Certified Financial Planner (CFP)

Why choose this provider?

Founded in 1986, JFS Wealth Advisors is a full-service firm providing integrated investment strategies and financial solutions to individuals, businesses, and families in Pittsburgh. Its services include tax planning, estate planning, financial consulting, investment management, charitable gifting strategies, and insurance review. Its staff assists institutional clients in optimizing defined contribution plans, defined benefit plans, and non-qualified deferred compensation plans. In addition, the company supervises over $3 billion in assets, serving customers in over 40 states.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (22)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
610 Smithfield Street, Pittsburgh, PA 15222
  • Retirement Planning

Why choose this provider?

Fragasso Financial Advisors is a wealth and financial advisory firm that serves clients in Pittsburgh and the surrounding areas. It provides a wide range of wealth management and financial advisory services, including financial planning, investment management, business succession planning, and income tax reduction. The firm was founded in 1972 with the intention of serving as a neutral third party for individuals seeking a diverse range of investment opportunities and financial planning solutions. Fragasso Financial Advisors also provides stock option management and educational funding services. 

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
39th Street, Pittsburgh, PA
  • Certified Financial Planner (CFP)
  • Tax Preparation

Why choose this provider?

Staley Capital provides a wide range of investment options for clients in Pittsburgh. The wealth management firm offers market analysis that comprises investment styles, asset classes, industry sectors, and common stocks to corporations. Non-profit organizations, families, family partnerships, private foundations, and trusts are also considered in its analyses for clients. Founder and president, John A. Staley, IV, currently serves on the boards of various privately held firms, as well as the Children's Hospital of Pittsburgh and Duquesne University as a Trustee Emeritus.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
1301 Grandview Avenue, Pittsburgh, PA 15211
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Signature Financial Planning is an independent financial advising company based in Pittsburgh that has been serving the city and surrounding metros since 1991. It primarily focuses on providing financial planning and investment management services. The company's team of financial advisors, portfolio managers, and client service associates work to help clients grow and protect their wealth. CEO Scott Tobe took over the company's management in 2002 from his father, Stephen Tobe, who also founded the firm. Scott has been named Pittsburgh Magazine's 40 Under 40.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
5700 Corporate Drive, Pittsburgh, PA 15237
  • Retirement Planning

Why choose this provider?

Established in 1993, Legend Financial Advisors, Inc. is a wealth management and financial services company that serves clients in Pittsburgh and the surrounding areas. It offers a complete lineup of wealth advisory and financial services, including financial planning, investment management, IRA rollover, and 401K management. The firm's financial advisors work with clients to determine their expenses and risk tolerance to create a financial plan that meets their needs. Legend Financial Advisors is a member of the U.S.  Securities and Exchange Commission. 

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
530 William Penn Place, Pittsburgh, PA 15219
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Why choose this provider?

Cookson Peirce has helped clients secure their financial future since 1984. Headquartered in Pittsburgh, the firm offers customized comprehensive wealth management plans for affluent families. It utilizes a mathematical management model and system in its investment strategy. Its financial advisors assist clients in investment and financial planning, risk management, budgeting, and estate planning. Cookson Peirce's CEO, Daniel Henderson, has been in the financial advisory industry for 30 years. Henderson is also a Chartered Financial Consultant.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1150 Thorn Run Road, Moon Township, PA 15108
  • Certified Financial Planner (CFP)

Why choose this provider?

The Canella Financial Group is a financial advisory company that has been serving Pittsburgh and the surrounding community for more than 21 years. It provides individuals and business owners with a broad range of financial solutions, including investment management, retirement income planning, IRA independent retirement analysis, and company retirement and benefits planning. Founder Sarvey G. Canella is a certified financial planner (CFP) and has over 25 years of experience in the industry.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.0
Yelp
3.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
135 Technology Drive, Canonsburg, PA 15317
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

Why choose this provider?

Networth is a financial advisory firm with offices in Pittsburgh, Canonsburg, and Sewickley. It focuses on helping clients plan out their retirement income and estate preservation and undergo a step-by-step process that allows them to reach their financial goals realistically. The firm's professionals also provide other services, including insurance and investments planning, tax planning, wealth management, and asset protection. Founder Beth Andrews is a CPA, CFP, and CfHC. She has been in the industry for more than 20 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
110 Fort Couch Road, Pittsburgh, PA 15241
  • Certified Financial Planner (CFP)

Why choose this provider?

Kapusta Financial Group is a Pittsburgh financial advisory firm that offers financial planning, retirement planning, and wealth management services to individuals and business owners. Founder George M. Kapusta has been in the financial services industry for more than 35 years. He is a Certified Financial Planner and Investment Adviser Representative. George is also a US Army veteran and began his practice in financial planning, helping government civilians, school teachers, and administrators manage and grow their finances.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6425 Living Place, Pittsburgh, PA 15206

Why choose this provider?

Franklin Madison Advisors serves clients throughout the Pittsburgh metro area. The firm listens closely to each client's objectives, financial situation, and perspective and tailors the required service that supports their needs and personal goals through strategic financial planning and investment management. It offers financial services that cover all phases of life, from family savings to retirement to planning for children's education. It also helps clients manage their liabilities for today and the future. The firm's founder and president, Peter Donisanu, has been in the financial planning and advising industry since 2001.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • How do Pittsburgh clients benefit from working with financial advisors?

    Pittsburgh clients benefit from the services of financial advisors who possess extensive industry knowledge, including the latest market developments. These seasoned professionals possess a set of strategic tools that enable them to skillfully navigate the market, providing tailored financial advice to clients rooted in their expertise in money management.

  • What variables should be considered to determine whether a financial advisor’s services are worth the cost for Pittsburgh residents?

    When assessing the value of financial advisor services, Pittsburgh residents should weigh multiple factors, including the average cost, fee structures, and the expertise of the advisors themselves. It is crucial for clients to consider the extent of market research conducted by these financial professionals and the cutting-edge planning tools at their disposal. Such considerations enable clients to effectively address their financial needs.

  • What types of wealth management services are accessible to both residents and businesses in Pittsburgh?

    As part of the planning process, financial advisors in Pittsburgh provide a range of comprehensive in-house wealth management services to cater to the needs of individuals. These services include investment management, estate planning, trust services, tax planning, and preparation, as well as personalized insurance solutions. For businesses, financial advisors extend their expertise in retirement planning, tax planning and preparation, and institutional cash management, effectively addressing the unique financial requirements of organizations.

  • What benefits do Pittsburgh clients enjoy when hiring the services of fee-only financial advisors?

    Fee-only financial advisors In Pittsburgh operate with a fiduciary duty, ensuring that they prioritize their client's best interests. These professionals are free from any inherent conflicts of interest and do not receive compensation or fees linked to product sales. On the other hand, fee-based advisors have the flexibility to charge both fees and commissions based on the products they recommend and sell.

  • How does one go about becoming a client of a financial advisor in Pittsburgh?

    Pittsburgh financial advisors begin their client onboarding process by conducting an initial consultation to establish rapport with clients and gain a comprehensive understanding of their specific situations and needs. Following this, a discovery meeting takes place to carefully document clients' concerns, preferences, and goals. The subsequent phase involves executing the plan, which includes making necessary adjustments to clients' financial plans and investments.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

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