10 Best Financial Advisors & Wealth Management Firms in Pittsburgh, PA

2020-2021 RANKING & REVIEWS
BEST FINANCIAL ADVISORS IN PITTSBURGH

This is Your List of the Best Financial Advisors in Pittsburgh for 2020-2021

2020 has been a tumultuous year for the markets. So-called “black swan’ events, such as the global pandemic, riots, and social unrest across the U.S. have caused the prices of stocks and commodities to fluctuate erratically.

While that can be scary, now might actually be the right time to find the perfect financial advisor to help protect, manage, or build your wealth.

If you’re looking for a financial advisor in Pittsburgh, you’ll be spoilt for choice. There are a host of top wealth management firms in Pittsburgh, many with years of experience in helping their clients weather financial storms and make the most of the financial highs.

In this review of some of the biggest names in Pittsburgh’s financial planning, AdvisoryHQ will assist you in finding a financial advisor in Pittsburgh to best suit your needs. We’ll be taking a look at 10 firms and explaining why we’ve chosen them as the best financial advisors in Pittsburgh for 2020-2021.

Award Emblem: Top 10 Best Financial Advisors in Pittsburgh, Pennsylvania

10 Best Financial Advisors in Pittsburgh, Pennsylvania | Brief Comparison & Ranking

Top Pittsburgh, PA Financial Advisors	2020-2021 Ratings
Allegheny Financial Group	5
Aufman Associates	5
Bill Few Associates, Inc.	5
DBR & CO.	5
Fragasso Financial Advisors	5
Hefren-Tillotson	5
MFA Wealth	5
PWA Wealth Management	5
Waldron Private Wealth	5
Legend Financial Advisors	3

Table: Top 10 Best Financial Advisors in Pittsburgh, PA | Above list is sorted by rating

How Can I Find the Best Pittsburgh Financial Planner for me in 2020-2021?

When deciding which Pittsburgh financial advisor is best for you, there are a couple of key things that you need to consider.

The following questions are important to answer as you determine the type of financial advisor you’ll need:

How much in investable assets do you have?

What are your main financial goals? For example, do you want to set up a retirement fund, protect your assets more aggressively, start saving for your children’s education, etc.?

Are there any additional services you would like to take advantage of? For instance, do you need advice on how to arrange your tax affairs?

It’s also important to know about the fee structure that the firm offers. There are two types of fee structures.

Fee-based: A fee-based financial advisor may accept commissions for the sale of financial products. This type of fee structure may cause conflicts of interest unless the financial advisor acts in a fiduciary capacity with respect to its clients. This means even if the firm makes commissions they are obliged to act in the best interests of their clients.

Fee-Only: A fee-only financial advisor does not accept any commissions for the sale of financial products and is only paid by the client.

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2020-2021 AdvisoryHQ’s Selection Methodology

What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services, and products that are ranked on its various top-rated lists?

Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.

Detailed Review – Best Wealth Management Firms in Pittsburgh

Below, please find the detailed review of each firm on our list of 2020-2021 best financial advisors in Pittsburgh, PA. We have highlighted some of the factors that allowed these Pittsburgh wealth management firms to score so highly in our ranking.

Click on any of the names below to go directly to the review section for that firm.

Allegheny Financial Group
Aufman Associates
Bill Few Associates, Inc.
DBR & CO.
Fragasso Financial Advisors
Hefren-Tillotson
MFA Wealth
PWA Wealth Management
Waldron Private Wealth
Legend Financial Advisors

Click below for previous years’ rankings:

2019 Ranking: 11 Best Financial Advisors & Wealth Management Firms in Pittsburgh, PA
2018 Ranking: 10 Best Financial Advisors & Wealth Management Firms in Pittsburgh, PA
2017 Ranking: Top 10 Best Financial Advisors in Pittsburgh
2016 Ranking: Top 11 Best Financial Advisors in Pittsburgh

Allegheny Financial Group Review

Allegheny Financial Group is a fee-based, SEC-registered financial advisor in Pittsburgh. The firm was founded in 1976 and manages more than $4 billion in client assets.

This wealth management firm in Pittsburgh earns client trust through their tailored client experience, specialized knowledge, and first-rate market research.

Key Factors That Enabled Allegheny Financial Group to Rank as a Top Pittsburgh Wealth Management Firm

Comprehensive Financial Planning Process

Allegheny Financial Group simplifies the financial planning process for its clients through the use of easy to follow steps and a client-centered approach to the advice it provides.

Allegheny Financial Group creates a customized financial plan for its clients by following these steps:

Evaluate: Your team of Pittsburgh financial advisors identifies internal and external factors that impact your finances and determine things like risk tolerance and specific needs, such as education funding or retirement planning.

Develop Your Plan: Once your objectives are set, you and your advisor work together to develop strategies to reach those goals.

Implementation: Your plan is put into action and these Pittsburgh financial advisors use their expertise and know-how to keep it on course

Measure & Evaluate Your Plan’s Progress: Diligent monitoring of your plan and any life changes ensure any new priorities are accounted for.

Well-Balanced Investments

Whether you are looking to grow your assets or minimize taxes, a portfolio should reflect your distinct financial situation. Personalized financial planning advice is something that sets this Pittsburgh wealth management firm apart.

Looking for the top financial advisor in Pittsburgh to protect your assets during market fluctuations?

Their investment management focuses on four main components:

Asset Allocation: Determining the perfect mix of risk and return for each category of assets is the first step in investment management.

Portfolio Implementation: Allegheny Financial Group believes in the power of diversification and delivering peace of mind and security through actively monitored portfolios.

Original and Proprietary Investment Research: Allegheny Financial Group conducts its own expert research that they share with their clients through easy-to-read reports and quarterly Capital Market Reviews.

Asset Management: These Pittsburgh financial planners utilize their extensive, multi-sector experience to monitor and manage your portfolio for optimal performance.

Rating Summary

Allegheny Financial Group has been a top financial advisor in Pittsburgh for more than 40 years. Although they are fee-based and accept third-party commissions, they make a strong commitment to putting their clients first.

As one of the best financial advisors in Pittsburgh, they offer clients an excellent range of financial services including:

Financial planning
Investment management
Tax planning
Retirement planning

Year after year, Allegheny Financial Group exceeds expectations in terms of the personalized experience and range of services they offer to clients. For this reason, they have earned a five-star rating from AdvisoryHQ. If you’re in search of a top-quality financial planner in Pittsburgh in 2020-2021, we would highly recommend considering the Allegheny Financial Group.

Bill Few Associates, Inc. Review

Bill Few Associates, Inc. has been a top Pittsburgh wealth management firm since its inception in 1987. This fee-based Pittsburgh financial advisor has two offices in the city (North Hills & South Hills) and manages over $1 billion in assets.

Bill Few Associates continues to stand out due to its client-centric, independent, and fiduciary approach. They offer an extensive range of custom financial planning and investment management services.

Key Factors That Enabled Bill Few Associates, Inc. to Rank as One of the Best Pittsburgh Wealth Management Firms

Education Planning

This Pittsburgh financial planner offers advice on education planning. With the increasing cost of tuition fees, this is a valuable service for those wishing to plan for their children’s’ or grandchildren’s future.

Some of the saving plans they offer advice on include:

529 college savings plans,
Coverdell Education Savings Accounts (CESA),
Custodial Accounts (UTMA)
Education IRAs.

Pittsburgh Financial Planning Firm providing education planning services

Professional Investment Management

Year after year, this Pittsburgh wealth management firm gains recognition for their hands-on, personalized financial advice and investing expertise. Clients are in safe hands, knowing there is a team of dedicated investment management professionals with years of experience and an excellent track record.

The following is an overview of investment management services offered by this wealth management firm in Pittsburgh:

Individual Equity Management: This team of Pittsburgh financial advisors possesses in-depth knowledge of investment management and has a track record of individual portfolio management.

Individual Fixed-Income Management: Both individual and institutional clients can avail themselves of a diversified portfolio of fixed-income investments. The firm also provides tax-free strategies for taxable clients which emphasize short-term yield enhancement.

Mutual Fund Management: This Pittsburgh financial advisor has a history of utilizing proprietary and commercial research systems to screen for best-in-class managers from all asset categories and styles.

Alternative Investment Management: Traditional investments can be supplemented through access to hedge funds, Limited Partnerships, and other options strategies.

Company Retirement Planning

One of the specialized services provided by this Pittsburgh wealth management firm is assisting small and medium-sized businesses with attractive retirement plans. PSPs, 401(k)s, SEPs, SIMPLE Plans, and more are offered by Bill Few Associates.

These retirement plans also come with the stellar advice of this Pittsburgh financial planner and include the following key components:

High-performance company retirement planning
Regular reviews and updates
Help to comply with the Employee Retirement Income Security Act of 1974 (ERISA)
Simple and easy-to-understand plans

Rating Summary

Bill Few Associates is consistently seen as one of the top financial advisors in Pittsburgh due to their “client first” philosophy. This Pittsburgh financial planning firm prides itself on its commitment to personalized and face-to-face interaction with its clients.

The experienced team at Bill Few Associates provides objective advice to clients while keeping a balanced “friendly, yet professional” approach to the services it provides. These are just some of the reasons why we consider Bill Few Associates one of the premier financial advisors in Pittsburgh in 2020-2021.

Aufman Associates Review

Aufman Associates has been a stalwart of the Pittsburgh financial advisor scene for the past 30 years. During that time, the Pittsburgh wealth management firm has amassed a base of loyal clients, as evidenced by their client retention rate of 99%.

Aufman Associates are a fee-only firm, and they provide personal and fiduciary services. This Pittsburgh financial advisor prides itself on working with only a limited number of clients, so you are guaranteed a uniquely personalized service.

Key Factors That Enabled Aufman Associates to Rank as a Top Pittsburgh Financial Advisor

Investment Management

Clients who opt to use the firm for their Investment Management services will receive:

Market Research and Analysis
Investment Policy Development
Asset Allocation
Manager Selection and Due Diligence
Tax-Managed/Maximized Net Return
Implementation, Managing, Monitoring
Performance Reporting

The Pittsburgh wealth management firm places an emphasis on the protection of client assets over the long term. It focuses on providing a balanced investment portfolio for clients that will weather the storm of economic uncertainty, yet also participate in economic growth.

Financial Planning

If you choose to take advantage of the Pittsburgh financial advisor’s Financial Planning and Coordination services, this tier includes the following services:

Tax Filing Coordination, Oversight, and Review
Estate Planning Management of Structures/Trusts, Gift Programs, Foundations
Insurance Review/Recommendation
Executive Benefit Guidance/Oversight
Cash-Flow Management/Bill Pay Services
Strategic Planning, Special Planning Areas

Aufman Associates provides clients with added value by explaining each tier in detail. This gives clients an insight into this Pittsburgh wealth management firm’s approach and philosophy right from the outset.

Client-Centric Firm Structure

One of the main factors which stands out in proving Aufman Associates to be one of the best financial advisors in Pittsburgh is their dedication to putting their clients first.

Much of their success comes from the way in which they maintain a low client to advisor ratio. This approach ensures that clients receive a high standard of service.

The fact that their client retention rate stands at 99% and most of their families have been with them over 25 years are both testaments to the firm’s client-centric philosophy.

A Wealth of Experience

Aufman Associates is one of the top-rated Pittsburgh financial advisors because it has brought together an experienced team of experts. These individuals collectively bring a wealth of experience to the Pittsburgh wealth management firm.

Associates at the firm have extensive expertise in the areas of investment management, market research and analysis, asset allocation, and tax planning.

Rating Summary

We’ve chosen Aufman Associates as one of the best financial advisors in Pittsburg because of their unrivaled commitment to their small, but loyal client base.

While other Pittsburgh wealth management firms focus on managing as many assets as possible, Aufman Associates focuses on forming strong and long-lasting client relationships, even limiting the number of clients they’ll take on to ensure a high standard.

The firm also employs a fee-only approach which guarantees a fiduciary commitment to its clients. This, coupled with its comprehensive and well explained financial planning process, makes it one of the top wealth management firms in Pittsburgh worth considering in 2020-2021.

DBR & CO., Review

DBR & CO., is an excellent firm of financial advisors in Pittsburgh. The firm was founded in 1994 and since then has gone from strength to strength to become one of the best firms providing wealth management in Pittsburgh.

DBR & CO. operates on a fee-based model, which means that advisors may earn commissions from the products they sell.

Key Factors That Enabled DBR & CO. to Rank as a Top Pittsburgh Financial Advisor

Life Plan 20/20®

DBR & CO. created the Life Plan 20/20® to provide its clients with value-added services not traditionally offered by other Pittsburgh wealth management firms.

With this approach, the team of Pittsburgh financial advisors at DBR & CO. combines portfolio management, tax and insurance advice, estate and retirement planning, and other critical financial services into one complete package that is engineered to keep your life goals on track.

This unique, holistic strategy allows each financial advisor to get a full picture of their client’s complete financial health. Specific areas of this approach are as follows:

Estate Planning
Risk Management
Income Tax Planning
Educational Funding
Charitable Planning
Retirement Planning

Asset Management – DBR Four Seasons Process

DBR & CO. use their research partner’s analysis, which is based on Economic Growth, Inflation, and Federal Reserve Policy (GIP) to create their “Four Seasons Investment Process”. This process, along with their client’s risk tolerance, is the foundation for their method of asset allocation.

Advisory Services for Individuals and Families

DBR has positioned itself as one of the best financial advisors in Pittsburgh by offering advisory services to a wide range of clients.

Flagship Advisory Services: This is tailored for high net worth clients with $1 million or more in investable assets. Flagship clients have access to the best financial planning resources, professional experts, and proprietary investment research, as well as DBR’s in-house investment managers.

Wealth Builder Advisory Services: DBR has designed this service specifically for individuals who are “well on their way to personal wealth”. Clients who qualify for this service work with a financial advisor to allocate resources between financial planning and asset management.

DBR Next: The Pittsburgh wealth management firm has also designed a service specifically for young professionals who are in the early stages of trying to build wealth. DBR provides financial advice regarding how to reduce and control debt, personal savings planning, 401(k) optimization, choosing the right insurance plan and other services

DBR & CO. offer planning services for young professionals

Rating Summary

We’ve included DBR & CO. as one of the best financial advisors in Pittsburgh due to the fact that it provides a host of value-added services for their clients.

Whether you’ve already amassed a large amount of wealth you want to protect, or are a young professional trying to build your wealth, you might want to consider DBR & CO. in 2020-2021.

Fragasso Financial Advisors Review

Fragasso Financial Advisors is a primarily fee-based Pittsburgh financial planner. The company has been in operation for more than 40 years and continues to be one of the best financial advisors in Pittsburgh, providing holistic financial planning advice and investment management.

This financial planner in Pittsburgh operates from six locations in the surrounding area. They serve clients ranging from affluent individuals and families to retirement plan sponsors, to non-profit institutions.

Who are the best financial planners in Pittsburgh 2020-2021?

Key Factors That Enabled Fragasso Financial Advisors to Rank as a Top Pittsburgh Wealth Management Firm

Comprehensive Wealth Management

This Pittsburgh wealth management firm has been in business for over 40 years. In those 40 years, Fragasso Financial Advisors has had experience with almost every planning scenario.

However, they believe that ever-changing political and economic environments require them to consider each client’s circumstances with a fresh approach couched in time-tested principles.

Successful families receive the benefit of a variety of complimentary financial planning and wealth management services, including:

Income Tax Reduction Strategies
Business Succession Planning
Retirement Capital Sufficiency
Education Funding
Charitable and Family Gifting Strategies
Cash Flow Scrutiny
Long-Term Care Cost Analysis
Stock Option Management
Coordination of Planning with Attorney and Accountant
Life Insurance
Estate Planning

In-House Portfolio Management

In order to avoid any disadvantages or potential conflicts of interest that might arise by having just a single financial advisor craft your portfolio, Fragasso Financial Advisors uses a credentialed team of Pittsburgh financial planners whose sole job is to provide on-going portfolio management.

This in-house portfolio management means that the Pittsburgh financial advisors aren’t juggling both financial plans and investments, and this separation allows for focused, expert attention on aligning each client’s financial plan with their financial goals.

When it comes to investments, having a dedicated portfolio manager gives clients a significant advantage, ensuring expert, careful attention.

Their investment philosophy is based on the following principles:

Unbiased recommendations
Full-time management
Comprehensive review
Forward-thinking
Informative communication

Retirement Plan Advisors

This Pittsburgh financial advisor has put together a dedicated team that focuses exclusively on employer-sponsored retirement plans.

This dedicated team at Fragasso Financial Advisors assists businesses, organizations, foundations, and trade groups in relation to defined contribution, defined benefit, endowment, and non-qualified strategies. The main goal is to help build and maintain effective retirement programs.

Rating Summary

Fragasso Financial Advisors maintains a high standard with a proactive approach to Pittsburgh wealth management. The firm focuses on providing careful attention and value to clients and their portfolios.

While the firm is fee-based, it’s worth noting that this financial planner in Pittsburgh holds itself to a fiduciary standard. It stands by its core philosophy which includes providing clients with unbiased recommendations.

Fragasso Financial Advisors continues to be one of the top financial advisors in Pittsburgh for 2020-2021. In a time of economic uncertainty, it may be worth considering this seasoned team of Pittsburgh financial planners to manage your wealth.

Hefren-Tillotson Review

This family-owned firm of financial advisors in Pittsburgh was established in 1948. With more than $13 billion in client assets, it is not only one of the largest full-service wealth management firms in Pittsburgh, but in the state of Pennsylvania.

Hefren-Tillotson’s philosophy is based around four key principles:

Respect for the individual
Integrity in thought and action
Teamwork through family culture
Commitment to excellence

Hefren-Tillotson provides a fee-based service. However, they are included on the list of firms providing the best wealth management in Pittsburgh due to the unique value they offer their clients.

Key Factors That Enabled Hefren-Tillotson to Rank as a Top Financial Planner in Pittsburgh for 2020-2021

The MASTERPLAN® Approach

Hefren-Tillotson provides quality wealth management in Pittsburgh.

Hefren-Tillotson has developed its MASTERPLAN® approach with a view to providing a comprehensive financial planning process for its clients. The MASTERPLAN® approach consists of four separate yet interconnected steps, which includes:

Meet Face-to-Face: Hefren-Tillotson meets face to face with clients in order to understand their life, ideas about money, and personal values.

Determine Goals, Priorities, and Risk Tolerances: This step in the planning process gives this Pittsburgh financial advisor insight into key factors that will shape their clients’ plans and best support both their long and short-term goals.

Develop Own Personal Financial Plan in Writing: Each plan developed by this Pittsburgh financial planner is truly unique. Each client receives a completed financial plan, which clearly outlines all goals and objectives.

Implement Strategies, Then Adjust Regularly as Situations Arise: A personally tailored plan is then put into action and carefully monitored and reviewed to ensure that it is working efficiently to get the client to where they want to be.

Impact Portfolios

This team of Pittsburgh financial advisors has designed what they call “Impact Portfolios”. These are aimed at investors who want to have a positive impact in the world.

Investment managers look at companies’ practices including:

Environmental issues such as climate change, carbon emissions, deforestation, and water usage
Social issues such as product safety, community impact, and human rights
Governance issues such as board diversity, transparency, and ethical standards

In employing this approach, fund managers exclude companies with poor practices in these areas.

Rating Summary

Hefren-Tillotson offers its clients a straightforward, transparent, and ethical approach to financial planning.

Their MASTERPLAN® process gives clients an opportunity to meet face to face with this team of Pittsburgh financial advisors. This allows their clients to discuss and map their financial goals in detail.

Hefren-Tillotson’s commitment to giving clients advice which is both tailored for their needs, while at the same time ethical and based around strong values, is one of the main reasons we have included them as a top-rated financial planner in Pittsburgh.

MFA Wealth Review

MFA Wealth is an SEC-registered investment advisor. This Pittsburgh financial planning firm is well known for helping clients reach their financial goals using concierge-level services and state-of-the-art technology.

The firm’s founder Chris McMahon has provided wealth management services since 1986.

This Pittsburgh wealth management firm is fee-based. However, AdvisoryHQ has decided to list them as one of the best financial advisors in Pittsburgh due to their comprehensive range of services, which are set out in an attractive and easy to read style on their website.

Key Factors That Enabled MFA Wealth to Rank as a Top Pittsburgh Wealth Management Firm

A Dual Portfolio Program

This firm of Pittsburgh financial advisors gives clients the ability to choose between two different types of portfolios. Both portfolios are easily accessible online at any time. Here is a brief look at both:

Compass Portfolio Program: The Compass Portfolio Program offers sophisticated management services for investors. MFA Wealth has designed a digital experience that allows clients a comprehensive 360 view of their financial lives, including real-time balances and portfolio performance.

MAP™ Portfolio Program: The MAP Portfolio Process utilizes state-of-the-art financial planning technologies that work in tandem with their advisors’ industry experience. The premise here is to create a client-focused “MAP” for successful navigation of the road ahead. This road map includes information collection/goal mapping, precisely allocated tactical holdings, global asset allocation, tax-sensitive rebalancing and monitoring, and ongoing fine-tuning and review.

MFA’s Compass Portfolio

Comprehensive Financial Services

As one of the best financial advisors in Pittsburgh, MFA Wealth offers clients high-quality financial services across four different categories: Investment Management, Business Services, Estate Planning, and Retirement and Education Planning.

Clients partnering with this Pittsburgh financial planner will benefit from the following advantages:

Personalized, one-on-one attention
State-of-the-art technology
Plans built for lifelong financial security

Managing risk within a portfolio is one of the cornerstones of MFA Wealth’s successful business strategies. These services include:

Defined Benefits Planning
Deferred Compensation Planning
Buy-Sell Arrangements
Asset Protection
401k Formation and Maintenance
Key Person Coverage

In addition, the firm has over 20 years of experience in planning services for estate, retirement, and educational goals.

Rating Summary

MFA Wealth brings a lot of value to the table for clients, including over 20 years of expertise and state-of-the-art financial management tools.

The two distinct portfolio options to choose from, plus their comprehensive suite of services, provide a lot of value for clients on the lookout for an innovative financial planner in Pittsburgh.

For clients searching for a concierge approach, MFA Wealth will be one of the best financial advisors in Pittsburgh to partner with in 2020-2021.

PWA Wealth Management Review

PWA Wealth Management was founded with the goal of providing excellent financial planning services in Pittsburgh to a limited number of clients.

The firm focuses on providing personalized wealth management services to its small group of clients.

Although PWA Wealth Management is a fee-based firm, their fiduciary commitment to always put the clients’ interests first, their independence, and a wide array of services make them one of the best financial advisors in Pittsburgh.

PWA Wealth Management Pittsburgh

Key Factors That Enabled PWA Wealth Management to Rank as a Top Financial Planner in Pittsburgh

Independent Firm with a Fiduciary Commitment

PWA Wealth Management acts in a fiduciary capacity, taking on a legal commitment to give all financial advice with the best interest of their clients as a priority.

This also means they provide full and fair disclosure of any conflicts of interest.

When it comes to transparency and trust, clients should look for independent firms with a fiduciary commitment, two characteristics that PWA Wealth Management embodies.

Comprehensive Financial Services

Financial plans and goals naturally evolve over time along with life changes, which means that the best Pittsburgh financial advisors provide a range of financial services and monitoring to accommodate long-term financial health.

PWA Wealth Management offers a diverse range of financial and wealth management services for business, institutional, and personal clients including:

Wealth Advisory
Investment Management
Planning services for businesses, institutions, and individuals

College Planning

This Pittsburgh financial advisor recognizes that clients require prudent planning for both their educational and retirement goals. PWA Wealth Management assists its clients in reaching a balance between allocating capital towards education and retirement goals.

The firm provides advice regarding a number of methods for funding college, including section 529 plans and Coverdell education accounts.

Rating Summary

We have included PWA Wealth on our list of the top Pittsburgh financial advisors in 2020-2021 for a number of reasons.

This Pittsburgh financial planner achieves excellence through its truly personalized approach to financial planning and wealth management.

PWA Wealth prides itself on getting to know its clients personally and providing financial advice based on what they believe is best for that client. As they state on their website – there should be no “one size fits all” approach to wealth management.

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Waldron Private Wealth Review

Waldron Private Wealth was founded in 1995 with a view to simplify the financial complexities in their clients’ lives.

The firm focuses on providing a fiduciary and comprehensive approach to wealth management, which is aided by a deep understanding of their clients’ financial life.

This experienced team of Pittsburgh financial advisors is based out of Bridgeville. Waldron Private Wealth is fee-based and provides a full range of financial services for individuals, families, and family offices.

Key Factors That Enabled Waldron Private Wealth to Rank as One of the Top Pittsburgh Financial Planners

Boutique Approach

Waldron Private Wealth’s boutique approach to wealth management offers its clients a higher level of service and personalized attention.

This Pittsburgh financial planner maintains their client-to-staff ratio no higher than 5 to 1 so they can provide truly personalized services, from a robust onboarding process to a meticulously managed portfolio.

Vast Array of Services

Waldron Private Wealth provides a vast array of wealth management services in Pittsburgh. Whatever type of financial planning or investment service a client is looking for, they’re likely to find it at this firm of Pittsburgh financial advisors. Their services include:

Financial Planning
Investment Management Services
Income Tax Planning
Trust and Estate Planning
Trust Services
Insurance and Asset Protection Strategies
Family Office Support Services
Business Owner Advisory Services
Executive Compensation and Benefits
Family Wealth and Next Generation Wealth Planning
Lifestyle Services

Rating Summary

Waldron Private Wealth is yet again one of the best financial advisors in Pittsburgh with a 5-star rating.

The firm offers clients a vast array of services, which it delivers with a strong fiduciary commitment and their clients’ best interests always at the fore.

Their client-to-staff ratio provides clients with the in-depth attention needed to create successful financial plans. This approach also encourages long-term relationships, making Waldron Private Wealth one of the top financial advisors in Pittsburgh for new clients to consider in 2020-2021.

Legend Financial Advisors Review

Legend Financial Advisors is a Fee-Only Pittsburgh financial advisor. As a Fee-Only advisor, the firm does not take commission for the sale of financial products and is paid directly by clients.

This means that clients have peace of mind that this Pittsburgh financial advisor is acting in their best interests at all times and is not subject to any conflicts of interest regarding the financial advice it provides.

The firm works with individuals and families, retirees or those planning for retirement, medical doctors, businesses, and tech professionals.

Key Factors That Enabled Legend Financial Advisors to Rank as One of the Best Financial Advisors in Pittsburgh

Fee-only Fiduciary Commitment to Clients

When looking for a financial advisor, it’s always important to choose one that will have your best interests in mind at all times. As a fee-based advisor, you can be guaranteed that Legend Financial Advisors will always provide you with what they believe is the best advice for your particular circumstances.

Financial Planning for Technology Professionals

One of the defining attributes of this Pittsburgh wealth management firm is that it offers a suite of services for professionals in the field of technology. This is a service that is not offered by many other financial advisors in Pittsburgh.

These services include:

Stock Option Exercise Planning
Diversification Strategies for High-Equity Concentrations
Personal & Business Financial Planning
Investment Management
Retirement Accumulation & Distribution Planning Services
Estate Planning
Trust Services
Philanthropic Planning

Rating Summary

Legend Financial Advisors offer a broad range of services to clients. Their commitment to their clients as a fee-only fiduciary makes them a good choice for anyone seeking high-quality wealth management in Pittsburgh.

However, we have downgraded Legend’s rating to 3-stars as their website needs to be updated and is difficult to navigate.

In addition, the website is not secure, which suggests it does not have an up to date SSL Certificate. This may be off-putting for a lot of potential clients. Some of the content on their website is also “under construction”, which means that potential clients will not get to view all of the services this Pittsburgh financial planning firm has to offer.

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Conclusion – 2020-2021 Top 10 Best Financial Advisors in Pittsburgh

With the wide selection of excellent financial advisors in Pittsburgh, there’s a good chance that almost every type of investor will find something that matches their requirements on the 2020-2021 list.

We hope that you’ve found some useful information in this article and that you have a better idea about which type of firm you need.

In order to find the perfect Pittsburgh financial advisor, we would suggest taking a look at their websites to look at the services each of them offers in more detail.

If you find a firm whose services align with your needs, perhaps consider giving them a call or arranging a face-to-face meeting to discuss your requirements further.

Depending on whether you want to protect your assets or whether you’re just beginning to grow your wealth, we think there’s a firm on the list that will provide the service you need.

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Image Sources:

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https://www.billfew.com/services/education-planning/
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https://pixabay.com/photos/pittsburgh-pennsylvania-skyline-996347/
https://mfa-wealth.com/
https://pwausa.com/financial-investments/

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Summary

Reviewer

AdvisoryHQ News

Review Date

2020-10-05

Item Reviewed

Ranking of Financial Advisors in Pittsburgh, PA

Author Rating

Item Name

Financial Advisors in Pittsburgh, PA

10 Best Financial Advisors & Wealth Management Firms in Pittsburgh, PA | 2020-2021 Ranking