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We’ll complete our client partnership agreement to begin traveling the path toward your lifestyle goals. Using the information gathered during our discovery meeting, we discuss how we can help you prepare for your financial goals. We also elaborate on our philosophy in more detail and begin to dig more heavily into educating you on the strategies we will put in place for you. We want you to be confident and comfortable in the plan we instate, so this is the best opportunity for you to ask us any question that comes to mind. This meeting is about what’s important to you – still with no commitment required.
In addition, a good tax accountant can help residents stay up-to-date on the latest changes to the tax code. Insurance brokers in Pittsburgh, PA can help residents save money on their home and car insurance. They can also help residents find the best rates for health insurance and life insurance. In addition, insurance brokers can help residents file a claim if they need to make a claim. You can use this form to get timely answers from a financial advisor — or give us a call to get the guidance you need. We work with business owners and entrepreneurs to build customized employer-sponsored retirement plans that help their employees take control of their retirement.



You don't have permission to access "/find-financial-advisor/pittsburgh-pa" on this server. Each new client brings their own unique set of facts and circumstances to the table. One characteristic that has not changed in over two decades of service is that XPYRIA applies full effort and resources to every case regardless of asset size or client complexity. We build long-lasting, trusted relationships with our clients. We do it by going all in, dedicating our team’s resources, energy, and passion into delivering value to each and every client. Drop us a quick note and a financial advisor will get back to you with answers promptly.
Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy. The mission of Greater Pittsburgh Community Food Bank is to feed people in need and mobilize our community to eliminate hunger. We act as Fiduciaries, always putting the goals and objectives of our clients before our own.

They offer advice on how to invest money, plan for taxes, and make wise choices with their finances. Financial planners can be very helpful in times of economic hardship, as they can help people make tough decisions about where to allocate their resources. The content on this site is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. Investing involves risk; clients may experience a profit or a loss.
In addition, Melissa holds the CERTIFIED FINANCIAL PLANNER™ certification and is Certified in Long-Term Care . Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state in which they are properly registered and/or licensed. The Planner Search directory is made Financial Planning Association members and includes CFP® professionals, educators, financial services providers, and others who follow the highest standards of professional competence and integrity.

Families of wealth present unique and complex scenarios for planning. Heritage Wealth Advisors thrives on complexity – and making it manageable. Whether you have a question about building and managing your wealth or planning for your future, or if you just want to get to know us better, we would love to hear from you. Ryan has more than 18 year of experience in financial operations, servicing both retail and institutional clients. Prior to working with H&A, Ryan worked for BNY Mellon as a manager in Asset Servicing.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Wealth Management Partners, LLC, or CES Insurance Agency. Our fee-only financial planners provide straightforward advice with your values and goals in mind.
As a fiduciary, our responsibility and legal duty is to act in the best interest of our clients. Our History Janney has more than 190 years of experience providing comprehensive financial advice and high quality service to individuals, families, corporations, and institutions. We offer the tools, resources, and support that allows our Financial Advisors to provide service that exceeds clients' expectations.

Clients trust our Pittsburgh-based team when planning a life event, preparing for retirement, deciding on business succession, or evaluating insurance protections. Our team’s approach transcends widely accepted needs-based planning; we seek to prepare clients for the unexpected with a comprehensive financial outlook designed to mitigate risk and maximize opportunity. He works in investment analysis and is responsible for investment strategy operations, as well as portfolio trading. Bobby enjoys the opportunity to get to know clients on a more personal level through working with fellow advisors in the financial planning process for clients. Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. The Pittsburgh office has the resources and flexibility to provide you with a custom-tailored personal financial planning solution for today, tomorrow, and generations to come.
Our mission is to provide a comprehensive suite of services to bring the financial aspects of your life into harmony under a single strategic platform. At Waldron, you’ll have a specialized team of experts working in coordination to plan and manage your wealth. The partnership between a wealth management firm and a client should align on goals, culture, and more. We want to make sure we are able to add value to our clients lives.

At Aptus Wealth Planning, we believe that planning for your financial future is a lifelong journey. Our goal is to provide you with the objective and comprehensive advice and guidance you require to effectively navigate your individual path to financial well-being. Comprehensive Planning Financial planning is at the very core of the services we offer. We view financial planning as a critical component and life-long process that enables you to make well informed, thoughtful and confident financial decisions. We employ a holistic approach to planning, managing, preserving and strategically using the assets you accumulate to improve and maintain the lifestyle you desire.
Morrison serves as a “Chief Investment Officer” and accepts responsibility for guiding the client’s overall investment process. Morrison does not manage money and has no affiliations with investment managers or broker/dealers. This independence pittsburgh financial planners ensures that Morrison’s counsel is objective and in the client’s best interests. Morrison is a Registered Investment Adviser and is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.