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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.
With a specialization in helping people retire, our team of CERTIFIED FINANCIAL PLANNERS™ will help you thoughtfully craft a retirement plan that answers all your questions. Then, we’ll help you stay on pace to get where you want to go. ™ professional, FPA is your partner in planning by helping you realize your vision of success with practice support, learning, advocacy, and networking. ™ certification and the standards it represents constitute the foundation of the financial planning profession.



Holistic financial planning solutions for Early, Mid and Established-Career Physicians built on trust, integrity and exceptional service. We understand the needs and distinctions of financial life planning for medical professionals at every career stage. Franklin Madison Advisors is a licensed, fee-only Registered Investment Advisor firm located in Pittsburgh, Pennsylvania. Our goal is to help you work toward the highest degree of security, growth and savings. By focusing on your broad financial picture, we are able to develop responsive as well as responsible strategies. Each component of the strategy is part of a well-conceived approach, enabling every facet of the strategy to work in harmony.
Together, we'll face the future with courage, strength and wisdom. Among the largest retained real estate search firms in the U.S. Explore articles, engage calculators and use planning tools designed to help you turn financial dreams into realities. Let Retirement Pathfinder be your guide to the future—set goals, adjust strategies and model scenarios to take action for tomorrow. We’re still the same great company and remain committed to helping you take action for your future. The average finance advisor in Pittsburgh, PA earns between $39,000 and $129,000 annually.

The existence and content of an advisor profile is not based on the actual experience of XYPN or any client with such advisor, and is solely based on an advisor’s conformance with XYPN’s standard membership eligibility requirements. Due to the annual membership fees received from advisors, XYPN has a conflict of interest and a financial incentive to only include advisors in the Directory from whom XYPN has received compensation. North Financial Advisors is a boutique, fee-only financial planning firm that specializes in helping women and entrepreneurs dream big and embrace the financial freedom we all deserve. Have you ever found yourself feeling risk averse, or not dreaming big enough for yourself?
Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life. Fee-only advisors conduct their business under a “fiduciary duty,” which means by law; they must have their clients’ best interest at heart. Fee-only advisors have “no inherent conflicts of interest,” they don’t accept fees or compensation based on product sales, and they generally provide more comprehensive advice. Fee-only advisors can charge a one-time or ongoing fee, depending on the types of services they provide. The fees may be hourly, flat or based upon a percentage of assets under management. Robert Fragasso celebrating 50 years of excellence in his career with close friends, family and co-workers at the downtown Pittsburgh Duquesne Club.

He is committed to helping clients find creative solutions to complex financial issues. As head of the H&A Investment Committee, Bernard leads the firm’s investment and portfolio management disciplines. He is responsible for the design and due diligence of the firm’s investment strategies, including asset allocation, risk management, and security selection.
We invite you to learn more about award-winning Churchill Management Group. We are honored to act as their personal chief financial officer, responsible for the planning, implementation, and management of their wealth universe. We design investment and wealth management strategies to suit the individual needs of each client. At Ascent, family is our top priority – and we build on that culture by helping our clients to create a legacy through careful, customized planning. As your financial advisor, we can guide you through funding that college experience, retirement planning, and whatever life brings you.
They bring their smarts and hearts to making a difference in our clients' lives every day. If you're passionate about starting or growing your career with purpose, let's connect. We help more people save through partnerships with leading financial institutions and state governments. Learn more about your money through timely updates and useful expertise.

As a WAG client, you’ll have access to annual strategy updates and plan reviews, as well as milestone check-ins as needed, to adjust your plan to align with your evolving lifestyle goals. Paladin has been an independent source of free information about financial advisors since 2003. Paladin also provides free tools that help consumers select the best financial advisors.
This means providing access to flexible and varied investment platforms and products, technology, and expert service and support teams. We provide an integrated, stress-free approach to help you focus on your current and future goals related to wealth management. Kim Fleming talks about growing up with her family’s wealth management firm in the background, being a female CEO in a male-dominated industry and more. The world continues to change and evolve a great deal and your life and goals have likely continued to develop as well.

Our Pittsburgh wealth management office is conveniently located in Edgewood/Regent Square area of Pittsburgh about ten minutes from downtown Pittsburgh and just off I-376 Parkway East. Our office occupies the Historic and recently renovated Landmark, the, Edgewood Train Station. Brian Werner CFA®, CFP® manages the office and provides Pittsburgh-based wealth management services to our clients. Proudly serving clients with that same customized advice and planning services that his father began over 30 years ago. Financial advisors can help Pittsburgh, PA residents with retirement planning by providing advice on how to save for retirement and plan for the future.
Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. During this stage of your journey, the Merrill Financial Solutions Advisor will help provide you with the necessary training and guidance through a defined path to become the financial advisor financial advisors near me you want to be.$49k-81k yearly est. Clients should invest with a long-term time frame and understand that no one can guarantee investment results. In all events, each account is assigned general investment percentage goals/guidelines and an investment strategy, both of which may change from time to time upon direction from the Client.