Top Professionals
Andrew Pricener, Financial Advisor
Andrew Pricener is a Pittsburgh-based financial advisor affiliated with Equitable Advisors who helps executives and other professionals optimize personal finances and reduce taxes through a five-step CFO Wealth Optimization Program; the company provides comprehensive wealth management and financial ...Read More
Carson Wealth
Carson Wealth is a national wealth management and financial planning firm that helps clients define their "why" and creates personalized, holistic financial plans through the Find Your Freedom Planning Promise™. Carson Wealth provides financial planning, retirement planning, estate planning, investm...Read More
DBR & CO
DBR & Co. is an independent wealth management and fiduciary advisory firm that delivers comprehensive financial planning, investment management, and fiduciary services for individuals, multi-generational families, businesses, endowments, and nonprofits. The company emphasizes personalized, relations...Read More
Financial Wellness with Shay Port
Shay Port Financial Wellness is a Pittsburgh-based financial coaching and counseling practice led by Shay Port that helps individuals, couples, freelancers and small businesses build a healthy relationship with money through one-on-one coaching, short-term counseling for urgent financial problems, f...Read More
Hapanowicz Financial | Pittsburgh Financial Advisor
Hapanowicz (Hapanowicz Financial) is a Pittsburgh-based, independent Registered Investment Advisor founded in 1989 that provides fiduciary, planning-first wealth management for professionals, families and businesses; the company delivers integrated services including investment management, comprehen...Read More
Harvest Financial
Harvest Financial is a Pittsburgh, Pennsylvania–based wealth and investment management firm headquartered in Sewickley that helps clients manage their financial futures by providing tailored investment management, financial and insurance advice to individuals, corporations, estates, trusts, pension/...Read More
Legend Financial Advisors, Inc.
Legend Financial Advisors, Inc. is a Fee-Only, fiduciary U.S. Securities and Exchange Commission–registered investment advisory firm headquartered in Pittsburgh (5700 Corporate Drive, Suite 350) that provides personalized wealth management, financial planning and investment management services to in...Read More
North River Wealth Advisors
North River Wealth Advisors is an independent, fee-only fiduciary financial planning and investment management firm based in Pittsburgh, PA that provides comprehensive wealth management, retirement planning, tax-aware investment management, estate support, risk management and education-savings strat...Read More
Signature Wealth
Signature Wealth is a Pittsburgh-based wealth management firm that delivers comprehensive, team-driven financial planning and investment services for business owners, physicians and high-net-worth families; the company combines an in-house investment team with tax planning, estate-planning, business...Read More
The Kelley Financial Group
The Kelley Financial Group is a Sewickley, Pennsylvania–based financial advisory firm that provides comprehensive, fee-based wealth management and retirement-plan services including retirement planning, wealth management, estate planning, education funding, elder-care strategies, small business reti...Read More