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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. Aufman Associates provides clients with added value by explaining each tier in detail. 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. 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.
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 The firm was founded in and since then has gone from strength to strength to become one of the best firms providing wealth management in Pittsburgh.
Specific areas of this approach are as follows:. 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. 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 ?
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. Successful families receive the benefit of a variety of complimentary financial planning and wealth management services, including:.
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.
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:. 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. 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.
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 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 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. Hefren-Tillotson provides quality wealth management in Pittsburgh. Impact Portfolios. These are aimed at investors who want to have a positive impact in the world. In employing this approach, fund managers exclude companies with poor practices in these areas. Hefren-Tillotson offers its clients a straightforward, transparent, and ethical approach to financial planning.
This allows their clients to discuss and map their financial goals in detail. MFA Wealth Review. 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. 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.
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:. Comprehensive Financial Services. Clients partnering with this Pittsburgh financial planner will benefit from the following advantages:.
These services include:. In addition, the firm has over 20 years of experience in planning services for estate, retirement, and educational goals. 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 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.
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.
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:. 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 plans and Coverdell education accounts. We have included PWA Wealth on our list of the top Pittsburgh financial advisors in 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. Waldron Private Wealth Review. This experienced team of Pittsburgh financial advisors is based out of Bridgeville.
Boutique Approach. 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. Their services include:. Waldron Private Wealth is yet again one of the best financial advisors in Pittsburgh with a 5-star rating. 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 Legend Financial Advisors Review. 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. Fee-only Fiduciary Commitment to Clients. 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. 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.
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. His practice areas include civil litigation, criminal defense, and business law.
Attorney Ostrosky provides straight forward, easy to understand advice ensuring that each of his clients fully understand all available options and will never force a settlement or plea. Attorney Ostrosky is a Pittsburgh native. Additionally, Attorney Ostrosky serves as an Arbitrator for Claimed Lawyer Profile Social Media. David J. Attorney David J.
Shrager is a widely known, decorated criminal defense lawyer and native Pittsburgher. His Pittsburgh-based law firm focuses exclusively upon defending individuals throughout Pennsylvania charged with felony and misdemeanor criminal offenses at both the state and federal levels.
Such offenses include DUI, drug crimes, sex crimes, theft crimes, assault crimes, white-collar crimes and more. Attorney Shrager was selected to Super Lawyers — Michael J. I am the principal of Michael J. Betts LLC and have over thirty-eight years of experience handling a broad range of civil litigation matters, with an emphasis on commercial litigation and business disputes, securities litigation, FINRA arbitrations and other investment-related claims, trade secret and restrictive covenant litigation and professional negligence claims.
I also serve as an alternative dispute resolution neutral and have been selected by litigants to serve as mediator in numerous cases. I also am on the national arbitrator rosters Claimed Lawyer Profile. Focusing his practice on litigation, he represents clients in civil matters, including business disputes, medical malpractice, wrongful death, motor vehicle accidents and other personal injury litigation.
Logue also provides criminal defense counsel to those who have been charged with felonies or misdemeanors, including driving under the influence and white collar crimes. In addition to his civil and criminal trial practice, he has represented clients in hearings before state and federal agencies, including the United States Merit Systems Protection Board, the United States Stockbroker Fraud, Business and Personal Injury.
View Lawyer Profile Email Lawyer. For more than 30 years, Joel Feldman has successfully represented injured clients and families who have lost loved ones. His personal injury practice includes automobile accidents, products liability, liquor liability, construction accidents, professional liability, highway design, medical malpractice, nursing home abuse and premises liability cases. Deane School of Law at Hofstra University.
Has the thought of putting together an estate plan, trust , will, living will or power of attorney drain you? Do you need a guardianship for a loved one and don't know where to turn? Is the estate you need to administer or are about to probate making your life hectic? Has your family put you in charge of sorting a difficult family situation and you don't know where to turn or even the questions to ask? Do you need a plan for the future for yourself or a loved one that you have been putting off until now?
Have you lost money due My passion for justice and my commitment to clients have made me a well-respected criminal defense advocate, well known for upholding the best interests of the people I represent. I understand that finding yourself in legal trouble is frightening, and you put an enormous amount of faith in the attorney you hire to represent you. In return, you deserve to be treated as more than just another case. We have a national practice and exclusively represent investors in claims against brokerage firms for securities fraud, the sale of unsuitable investments, defective financial products, breach of fiduciary duty, and the failure to supervise.
We handle all cases on a contingency fee basis meaning that there is no cost or obligation, unless we are able to make a recovery for you, and there is never any charge for a free consultation. Contact Us. He dedicated the first seven years of his legal career to representing low-income defendants accused of criminal offenses, first at the Miami-Dade Office of the Public Defender, and subsequently at the Defender Association of Philadelphia.
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