Find Your Pittsburgh, PA Financial Advisor

Our financial advisors hold the recognized standard of excellence, and bring valuable education and experience to the table. Royal Alliance combines strength, service, and support to help ensure that financial professionals are well-positioned to meet the needs of their clients while building long-term, sustainable practices. Tax-efficient portfolios, asset protection strategies, private investment access, risk management, and custom solutions. Securing your family's financial well-being today and well into the future will always be a top priority. Which is why we offer a full range of life insurance solutions — permanent, term and final expense.
That’s one of the perks of working with educated professionals — they come with their own thoughts, their own research, and thought-out questions. We take no offense to the issues or concerns you want to raise and are happy to have an intelligent discussion with you about how this can work for you. We know that your situation isn’t like anyone else’s; however, there’s no proven benefit to customizing financial models. Instead, we opt for financial science models built to suit your individual needs.

By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation. We are experienced in all aspects of the Family Office, guided by a deep understanding of each client’s goals and purpose.
Cresset refers to Cresset Capital Management, LLC and all of its subsidiaries and affiliates. Cresset Asset Management, LLC provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC provides investment advisory services strictly to investment vehicles investing in private equity, real estate and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC are SEC registered investment advisors.

They offer advice on how to invest money, plan for taxes, and make wise choices with their finances. Financial planners can be very helpful in times of economic hardship, as they can help people make tough decisions about where to allocate their resources. The content on this site is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. Investing involves risk; clients may experience a profit or a loss.
George is also a US Army veteran and began his practice in financial planning, helping government civilians, school teachers, and administrators manage and grow their finances. With a focus on long-term relationships and a commitment to providing the highest level of service, Fragasso Financial Advisors is a fiduciary, acting in their clients' best interests with every decision. Aptus Wealth Planning is a financial advisory firm that serves in the Pittsburgh metro. Its advisors help individuals and businesses in assessing their current cash flow and in creating a plan to pursue their long-term personal goals.

You’re working hard for your future, but are you getting the most from your efforts? Avantax may be able to help your money work harder by combining comprehensive financial planning capabilities with strategies to help minimize your tax burden. Because it’s what you have at the end of the day, not what you make, that defines true wealth. Facet Wealth, Inc. ("Facet") is an SEC registered investment adviser headquartered in Baltimore, Maryland. This is not an offer to sell securities or the solicitation of an offer to purchase securities.
Mr. Perkins has a Bachelor of Arts Degree in Psychology from Cal. These include a Masters of Business Administration and a Masters Degree in Finance. Coupled with his extensive experience and education, Mr. Perkins is a Certified Financial Planner (CFP®) making him uniquely qualified in the role he plays at Churchill Management Group.
Advisory Services offered through DS Wealth Advisors, Inc., a Registered Investment Advisor, located in Pittsburgh, PA. "Someone is  sitting in the shade today because someone planted a tree a long time ago." Facing the challenges of death or divorce can be made even more difficult without a trusted advisor. If you're feeling uncertain about the path toward retirement, we'll get you pointed in the right direction. Meet our dedicated team ready to integrate and simplify your goals. Products and services mentioned on these web pages may not be available for residents of certain nations.

The firm’s broker-dealer division, Allegheny Investments, LTD, was founded in 1977, and together the firms have an excess of $5 billion in assets under advisement. Fragasso Financial Advisors is a wealth and financial advisory firm that serves clients in Pittsburgh and the surrounding areas. It provides a wide range of wealth management and financial advisory services, including financial planning, investment management, business succession planning, and income tax reduction. The firm was founded in 1972 with the intention of serving as a neutral third party for individuals seeking a diverse range of investment opportunities and financial planning solutions. Fragasso Financial Advisors also provides stock option management and educational funding services. Fragasso Financial Advisors offers wealth management services.
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.

At Aptus Wealth Planning, we believe that planning for your financial future is a lifelong journey. Our goal is to provide you with the objective and comprehensive advice and guidance you require to effectively navigate your individual path to financial well-being. Comprehensive Planning Financial planning is at the very core of the services we offer. We view financial planning as a critical component and life-long process that enables you to make well informed, thoughtful and confident financial decisions. We employ a holistic approach to planning, managing, preserving and strategically using the assets you accumulate to improve and maintain the lifestyle you desire.
You will not receive a written financial plan or investment recommendations as part of the no cost consultation. Comprehensive financial planning offered through the Stages channel is more limited in scope than comprehensive financial planning offered through the Prudential Advisors distribution channel. Financial advisors who are available through the Stages channel currently offer a more limited range of products and services as compared to the range of products financial advisors near me and services offered through other Prudential distribution channels. These advisors currently offer only insurance products issued by PICA and its affiliates (“Prudential companies”). It is generally more profitable to Prudential if you purchase insurance products that are issued by a Prudential company than a non-Prudential company. Securities and advisory services offered through LPL Financial LLC, an SEC-registered broker-dealer and investment advisor.