What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Pittsburgh, PA area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Pittsburgh, PA Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
R Brian Werner
CFA®, CFP®
Winthrop Partners
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
FEE-ONLY FINANCIAL ADVISORS. WE INVEST IN YOU BEFORE YOU INVEST IN US. GET A COMPREHENSIVE FINANCIAL PLAN BEFORE YOU PAY DOLLAR 1.
James J. Holtzman
CFP®, CPA (inactive)
Legend Financial Advisors, Inc.®
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Legend Financial Advisors, Inc.® provides personalized Investment Management and Financial Planning services to individuals, families, business entities, medical practices, and retirement plans. Located in Pittsburgh, PA, serving clients nationwide.
Josh Beas
CDFA®, AWMA™
CooksonPeirce Wealth Management
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Pittsburgh, PA, serving clients locally and across the country
Scott Oros
CFP®
CooksonPeirce Wealth Management
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Pittsburgh, PA, serving clients locally and across the country
Dan Meyers
CFP®
CooksonPeirce Wealth Management
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Pittsburgh, PA, serving clients locally and across the country
Madeline McIvor
CFP®
Arden Financial
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Education Planning, Tax Planning, Equity Compensation
Fee-Only financial planner located in Pittsburgh, PA, serving clients locally and across the country
Jaco Jordaan
CFP®, CFA®, CRPS™®, ChFC®, CAIA®, EA
Riverchase Wealth Management, LLC
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Estate and Legacy Planning, Executive Compensation Planning (RSUs/Options), College Education Planning, Tax Planning
Simplify your financial life, gain the freedom to focus on your passions, and be confident about your future. Located in Upper St. Clair, PA, I serve the South Hills and Greater Pittsburgh area while serving clients nationwide virtually.
Stephen Blahovec
CFP®
North River Wealth Advisors
Pittsburgh, PA
Specialties: Goals based financial planning, Tax planning, Investment management (IRA, Roth, brokerage), Organizing your financial life
We believe each conversation is an opportunity to impact someone's life and this focus drives us in building deep and long-lasting relationships with our clients.
Michael Rausch
CFA®, ASA
North River Wealth Advisors
Pittsburgh, PA
Specialties: Investment Management, Retirement Income Planning, Goal Based Financial Planning, Tax Planning
We provide unbiased, fee-only investment management and financial planning to clients in Pittsburgh, PA and across the United States.
William T. Knight
CFP®, AWMA™®, PPC®
Legend Financial Advisors, Inc.®
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Legend Financial Advisors, Inc.® provides personalized Investment Management and Financial Planning services to individuals, families, business entities, medical practices, and retirement plans. Located in Pittsburgh, PA, serving clients nationwide.
Ed Aufman
CFP®
Aufman Associates Inc.
Sewickley, PA
Specialties: Comprehensive Management, Estate Planning, Trust Administration, Management for Families / Generations
Comprehensive financial management for individuals, families, trusts, and foundations.
Carl Emerick
CFP®, CPA, MS
Emerick Financial Planning, LLC
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Advisor serving the Pittsburgh, PA area.
Joseph Hogan
CSLP®, CFP®, EA, CBDA
WealthFD
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only Financial Planner located in Conshohocken, PA, serving clients locally and across the country. Our firm excels in working with dentists, medical professionals, real estate investors, retiree's and business owners.
Diane Pearson
CFP®, CeFT®
Pearson Financial Planning
Wexford, PA
Specialties: Retirement, major life transition like the loss of a loved one, divorce, a new job
Fee-Only financial planner located in Wexford, PA, serving clients in Pittsburgh and across the country providing hourly and project based fees.
Rebecca Jackson (Conner)
CPA/PFS, CFP®, RLP®
SeedSafe Financial LLC
Pittsburgh, PA
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning and Preparation, IPO Planning, Acquisitions
Fee-Only financial planner located in Austin, TX, serving tech professionals virtually via video calls, emails, and over the phone.
Peter Donisanu
AIF©, ChFC®, MBA
Franklin Madison Advisors
Cranberry Township, PA
Specialties: Paying No More Tax Than Necessary, Developing a Healthy Relationship with Money , Planning for Early Retirement, Equity Compensation Planning, Estate Planning & Protecting Your Family, Preserving Sudden Wealth
I help tax-sensitive pre-retirees and retirees give their money purpose through detailed scenario analysis. We stress-test spending, withdrawal order, RMDs, and tax strategies so you can choose confidently, not just chase Monte Carlo scores.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
