Pittsburgh, PA Comprehensive Financial Planning and Investment Management

More than anything, you want to know how to generate income from your portfolio when you reach retirement without shrinking your principle. We can show you how various annuities can guarantee you retirement income. Generally, we promote conservative investments to decrease risk and increase the opportunity for a comfortable retirement. We begin every client relationship with a four-step process to develop the best investment plan for you. Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser Representatives of Janney Montgomery Scott LLC, a Registered Investment Adviser. Janney’s margin lending program may help you finance your tax bill without having to sell assets or deplete cash.
We help you support the financial aspects of a client’s life, focused on providing individually customized investment approaches and wealth management advice, products and services. North River Wealth Advisors is an independent, fee-only financial planning and investment management firm located in Pittsburgh, PA servicing clients locally and across the country. We apply our nearly two decades of experience to help you achieve what matters most. We provide two portfolio processes that establish a comprehensive value-based plan for long-term thinking. Our exclusive MAP™ process utilizes advanced financial planning technologies. Our Compass process equips investors for sophisticated portfolio management.

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.
This committee discusses market trends, current investment outlook, portfolio construction, implementation, and issues on clients’ minds. The Fragasso Investment Committee is comprised of the portfolio management team and several financial advisors. In conjunction with Animal  Friends, Fragasso Financial Advisors sponsored a mobile pet clinic for the residents of local communities. In addition, some animals were in need of medical intervention and others in need of spaying/neutering. The Confident Retirement® approach will include a review of your existing financial retirement situation and potential opportunities, gaps, or general strategies.

We are fiduciaries and put our clients’ interests above all others. Not simply because it’s a legal requirement, but because it’s the right thing to do. Our planners don’t sell proprietary investment products to earn commissions and aren’t incentivized to place your money with any specific funds.
We work hard to provide straightforward and understandable advice. Our team continuously monitors the market and your investments to help ensure your portfolio and financial goals are on  track. Financial planning spans the range of services and can be  comprehensive or modular.

First Command is committed to coaching our Nation’s military families in their pursuit of financial security. Since 1958, First Command Financial Advisors have been shaping positive financial behaviors through face-to-face coaching with hundreds of thousands of client families. We help you build successful financial behaviors early in your military career and together we apply them consistently throughout your lifetime.
Through national, regional, industry-specific, and virtual events, we focus on having a calculated ratio of buyers, capital providers, intermediaries and companies, while curating meetings between attendees beforehand. The sell-side inputs details of the company they’re working with or transaction they’re bringing to market . Unlike public deal listing sites, Axial sell-side members retain total control and confidentiality over whom, how, and when they approach the market. John Hancock Vitality is a wellness-based program that rewards you for the everyday steps you take to live a longer, healthier life.
Whether we meet when early in your career, just prior to retirement or during retirement, we begin planning with an understanding of your end-goals. This understanding, coupled with a deep understanding of markets, taxes, and inherent threats, helps us to build a customized financial plan which addresses all short, mid, and long-term goals. Our plans are modeled, tested, and recalibrated annually using Monte Carlo and other tools. Brian and his team provide independent, conflict-free Pittsburgh based financial planning and Pittsburgh based investment services to our Western, PA clients.

The right advisor makes identifying opportunities easier – especially when they can offer a custom solution. We make it easy to monitor, manage, and adjust your savings plan to live the retirement you want. You get the right plan from a trusted carrier and our support whenever you need it. Our Financial Professionals will help you create a financial strategy that works best for you. Make a financial roadmap, set goals, and take action — all online.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. If you're a small business owner, it can be easy to get too busy running a business to look at your retirement plan. You know what financial experts say about putting money away for retirement and other long-term goals. Statistics show more accidents occurring during the descent rather than the climb of Everest. Accumulating resources is much easier than knowing the tax and performance pitfalls during retirement distribution. This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.

These clients are spread across 25 states and two countries outside of the U.S. It also offers continuous investment advisory services as well as wealth advisory services. The firm's services include individual portfolio management and financial planning. CooksonPeirce provides asset management services, as well as advice on financial planning, tax planning and retirement planning. In addition, CooksonPeirce provides asset management services to professional advisors at financial institutions.
When it comes to managing your finances, it’s essential that your advisor has an in-depth understanding of your life. MethodologyWe analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America. Following the creation of your IPS, your advisor will put together a specific investment plan investment firms in pittsburgh for you. These typically include some combination of stocks, mutual funds, exchange-traded funds , structured notes and options. Lead financial strategist John H. Cummings, Jr., CEO Joseph G. Salpietro and director of research Bret J. Stutzman each own 28% of the firm, and chief compliance officer Michael B. Giammatteo owns the remaining 16%. This means the firm earns all of its compensation from client fees.