The Best Financial Advisors in Pittsburgh

Let us help you find the best financial advisor for your needs.

Here is our List of the 10 Pittsburgh Financial Advisor

Franklin Madison Advisors

Why work with a fee-only fiduciary wealth management firm? We help driven individuals prepare for and maintain financial independence. Our relationship oriented approach to financial planning and investment management enables our clients achieve success for the long-term.

Have confidence knowing that your plan has considered all aspects of your future cash needs, tax consequences, market volatility, and potential legal issues as you move toward financial independence.

We’re not stockbrokers or salesmen – we’re relationship-oriented financial professions. With two decades of financial services experience and as a fee-only fiduciary, you can rest assured that you have a trusted partner who will guide you with objective advice that’s always in your best interest.

Get more time in your day and gain peace of mind with our fee-only financial planning and investment management services based in Pittsburgh.

Services

Financial Planning
Eliminate the guesswork and chart a course toward your crucial life and financial goals.
Strategy Planning
Not sure where to invest? We can show you how to invest your money wisely and grow it for the long-term.
Management Services
Don’t have the time to manage investments on your own? We’ll help using our disciplined process.

6425 Living Place, Suite 200 Pittsburgh, PA 15206

Allegheny Financial Group

If what you know and love doesn’t happen to be financial planning, talk to Allegheny Financial Group. With regular face-to-face meetings and our unbiased insight, we will create a clear plan together.

A plan uniquely tailored to you. Your personal financial advisor and support team will work with you and your family over the long term to fully understand, coordinate and optimize every facet of your finances. Give us a call, and let’s get started. So you can begin devoting your attention to more important things than money.

As a firm that pioneered financial planning in Pittsburgh, Allegheny has earned clients’ trust with a high degree of personal attention in combination with specialized knowledge, an integrated team-based approach and first-class market research.

Our advisors have the disciplined process to provide tailored financial programs that address your individual goals and aspirations. At Allegheny Financial Group, our philosophy is to apply a holistic approach to financial planning for our clients, analyzing all aspects of their financial lives.

Services

Financial Planning
It’s the process of making solid decisions consistently so that the money you worked hard for works just as hard in return.
Risk Management
As markets go through their natural cycles, there will be inevitable drawdown periods making effective investment risk management essential.
Retirement Planning
You know when you want to retire. You may envision what you would like your retirement to look like.
Tax Planning
Our tax strategies are designed to complement your overall financial plan by helping to protect and preserve your wealth.

Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237

Aptus Wealth Planning

At Aptus Wealth Planning, our goal is to help you reach your goals, whether you’re just getting started, preparing for retirement, or well into your golden years.

True wealth is more than just money. It’s freely living your life. It’s making sure your next generation will have a legacy. It’s time spent well. It’s confidence in your future.

Services

Portfolio Management
Rebalancing, asset allocation, We take a multi-faceted approach to managing your investments using a process built on discipline and driving repeatable, consistent results.
Financial Planning
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Tax Planning
Asset location, tax loss harvesting, Roth IRA conversion analysis. You should decide when and how you want to pay taxes. We help give you that control.
Estate Planning
Review with existing attorney or recommendation of new attorney, trust services, will review. Let’s plan your legacy rather than just letting it happen.
Risk Management
Expert risk analysis, risk identification, multiple-scenario analysis. Your portfolio should fit your comfort level and life stage. Let’s customize for what success looks like to you.
Retirement Planning
Required minimum distribution planning, Social Security analysis, insurance review and recommendations. Retirement finance is complex, and we help to make it simple for you.

1 Bigelow Square 20th Floor Pittsburgh, PA 15219

Bill Few Associates Wealth Management

Whether you are just starting to build assets, contemplating retirement, or creating a financial legacy, your Bill Few Associates financial advisor can build a comprehensive personalized investment plan that guides you to your long-range goals, financial comfort, and security.

Most importantly, we listen to what you want out of life—your hopes, your dreams, and your goals—not just during the initial planning process, but every step of the way.

We meet with you on a regular basis to answer questions and make plan adjustments to keep you on track toward financial success.

Services

INVESTMENT MANAGEMENT
Do you have the right investment plan in place? Much of our service revolves around our expertise in investment management.
RETIREMENT PLANNING
Looking forward to retirement? Already retired? Our financial advisors have the experience to help you deal with lump sum distributions and IRA beneficiary designations, as well as meeting your income needs and lifestyle expectations.
ESTATE PLANNING
Protect your assets now and into the future. Our extensive planning capabilities include minimizing taxes and estate shrinkage, distributing property to heirs, and easing the process of transitioning your estate.
EDUCATION PLANNING
Want to know how much you’ll need to save for your children’s education? Our planners can project costs for public and private universities, and recommend investment vehicles such as 529s, Custodial Accounts and Education IRAs.

740 Washington Road Suite 100 Pittsburgh, PA 15228

Canella Financial Group

At Canella Financial Group, we understand how overwhelming it can be to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident in your financial future. We seek to address this concern by serving as a trusted resource.

Our clients, while all unique, have one thing in common: they want unbiased financial information from an experienced professional. As an independent firm, our top priority is to serve our clients first by having the ability to use virtually any product to best suite our client’s needs, instead of being limited by proprietary products.

Our goal is to always work for our client’s best interest, striving to protect and preserve their wealth, and enhance the quality of life they have worked hard to achieve.

Services

Investing
Avoiding short-lived investment fads, we instead focus on market efficiency and sound economic philosophies, including Modern Portfolio Theory.
Financial Planning
We strive to develop a customized financial plan that incorporates your entire financial picture and addresses your goals, both today and in the future.
Retirement Planning
To help you feel more confident in your future retirement, we utilize two retirement income planning strategies — NextPhase™ and Social Security Wise.
IRA Independent Retirement Analysis
We are armed with the knowledge and tools to help ensure your IRAs are set up and maintained correctly.

1150 Thorn Run Road Suite 102 Moon Township, PA 15108

CIM Investment Management

Our professional team at CIM has developed investment strategies that provide reduced volatility and reduced turnover, all while maintaining a market performance few financial managers can surpass.

While diligently working to control risk, CIM is also able to offer reduced fees and commissions.

At CIM, we pride ourselves on maintaining exceptional communications with our family of clients, including personal follow-up, regular reviews, quarterly reports, and newsletter updates.

CIM provides investment services to corporations, county retirement funds, foundations and endowments, insurance funds, municipal pension plans, religious organizations, state governments, and Taft-Hartley pension plans.

Services

Balanced Account Investment Philosophy
Charts and graphs showing stock portfolio diversification. We believe that a well diversified, conservatively managed portfolio consisting of multiple asset classes will, over time, produce reasonable investment returns.
Fixed Income Account Investment Philosophy
We believe that Fixed Income is a relatively conservative asset class that over time outperforms cash and inflation but with substantially less volatility and risk than equities.
Equity Account Investment Philosophy
We actively manage Large Cap Core, Small Cap Core, Large Cap Value and Large Cap Growth equity products based on each client’s requirements.

239 Fourth Avenue, Suite 1302 Pittsburgh, PA 15222

Commonwealth Advisory Group, Ltd.

We help business owners, professionals and pro athletes preserve the wealth they have built, and the lifestyles they seek to balance and sustain. Founded by Robert J. Lohman, CFP® in 1988, Commonwealth Advisory Group is an independent Registered Investment Advisor based in Pittsburgh, Pennsylvania.

Our firm is built on a solid foundation of strong personal relationships, consistent communication, and a dynamic investment process that is intended to result in objective, customized advice focused solely on the best interests of our clients.

Our dedicated team works with every client on an individual basis, always striving to simplify complex financial decisions and deliver sound advice based on knowledge, experience, and a passion for excellence.

These attributes—combined with our commitment to serving every client with absolute integrity—have earned us the privilege of serving as a trusted advisor to our clients nationwide.

Services

Investment Management: Designed to leverage your assets to support your personal long-term financial goals, our holistic investment management services utilize a dynamic investment process with clear performance objectives.
Financial Planning: Our Certified Financial Planner® (CFP®) offers decades of experience to support all aspects of financial planning, including retirement planning and estate planning.

Manor Oak Two, Suite 100 1910 Cochran Road Pittsburgh, PA 15220

CooksonPeirce Wealth Management

At CooksonPeirce, we trust the numbers to help us develop investment products and strategies for the discerning institutional investor. Perfected over four decades, our stock selection model is purely quantitative. We remove emotion and bias from the equation.

At CooksonPeirce, we hold true to a central belief, a guiding principle for all that we do: Emotion has no place in the financial investment equation. We trust the numbers – to develop investment products, and to guide our clients in making sound investments for their future.

Our investment management model is rooted in the approach of our founders, who formed the firm in 1984 and created our system of picking and evaluating stocks.

Over time, that model has been tested, refined and perfected, always staying true to one undeniable fact: Numbers do not lie.

Any sound investment strategy must adjust to the fluctuations and trends in the marketplace. Ours adapts rapidly to changes, but through the lens of the numbers. This keeps our investment management approach disciplined and agile all at once.

Services

Wealth Management:

Disciplined investment management and financial planning
Based on hard data and analytics, not emotions or gut feelings
Focused on where you want to end up
Customized for your particular needs and aspirations

Direct Investment:

No outside money managers
In-house equity selection process
Based on the firm’s proprietary, time-tested approach to investment management

Constant Access and Engagement:

Proactive quarterly reviews
Direct access to your client advisor
An annual face-to-face meeting in your home town
Exclusive client events

530 William Penn Place Pittsburgh, PA 15219

D.B. Root & Company

Offering an exceptional client experience doesn’t happen by chance. We’ve assembled, mentored and trained a group of dedicated and well-credentialed professionals focused on serving client needs.

Whether you’re an individual or corporate plan sponsor, as you begin to learn more about us, we’re excited to introduce you to our client experience: Starting with a financial plan designed with integrity. Advice delivered personally. Everywhere.”

At DBR & CO we focus on your long-term success. That means sweating the details to help you make smarter decisions with your wealth and ensure your assets are protected.

For investors and savers with $1 Million or more in investable assets, DBR & CO offers Flagship Services designed specifically to address the complex issues that are unique to the Private Client and High Net Worth individuals.

Services

Financial Planning
Our financial planners have the experience, training and certifications necessary to assist clients in every aspect of their financial lives.
Asset Management
Our repeatable asset allocation process delivers simple, transparent and low-cost investments to our clients.
DBR Fiduciary Plan Solutions
Serving Qualified and Non-Qualified 401(k) 403(b) and other company retirement plans nationwide.
DBR Next
Next Generation financial planning and wealth management.
DBR & CO Advisor Platform
A platform of advisor support services for independent RIAs.

436 Seventh Avenue, Suite 2800 Pittsburgh, PA 15219

DS Financial Advisors

We believe that managing all aspects of Life’s Cash Flow is the most effective way to achieve your goals. That is why we take the time to look at all of your finances: savings, investments, insurances, taxes, and debts.

In today’s market, it seems that everyone is fighting for your money, but do they have your best interests in mind? Let us help you win that fight, so that you can reach your true goals.

You see, all tax and financial advisors are not the same. That’s why we take the time to listen to you, and learn the goals that you want to achieve. It truly is not about how much money you make; It’s about how much you save.

For clients that want just a financial check-up, or advice on an as needed basis, we have an hourly financial planning service that is designed for your investment style. Just like a routine physical, some clients just want us to give them advice as they feel it is needed.

Services

Payroll Services
Bookkeeping & Financial Statements Made Simple
Tax Services
Tax Preparation
IRS Representation
Tax Planning for Huge Savings
IRS Tax Resolution Services
Investment Management
Fee Only Portfolio Management
Financial Planning
MRI Analysis of Your Portfolio

902 Perry Hwy, Pittsburgh, PA 15229

The Best Financial Advisors in Pittsburgh

Let us help you find the best financial advisor for your needs.

We have listed the Top 10 Financial Advisor in each capital city based on our selection criteria

Quick Links

Any Query?