Table of Contents
Planning your financial future goes beyond simple budgeting—it requires smart strategies, professional expertise, and customized solutions. In Pittsburgh, Pennsylvania, you’ll find experienced financial advisors and respected firms ready to help with all aspects of wealth management. From retirement planning and investment strategies to tax efficiency and risk management, these professionals provide the insights you need to grow and protect your assets.
Whether you’re preparing for retirement, growing your personal wealth, or running a business, Pittsburgh’s financial advisors can offer valuable guidance tailored to your unique goals. Take the next step toward financial security by exploring the trusted advisory services available right here in Pittsburgh.
Financial Advisors in Pittsburgh to Consider
- Wright Associates
- Summit Wealth Advisors
- Swartout Financial
- T & D Advisors
- The Coury Firm
- Thomas Financial Advisory Group
- TJS Financial Services LLC
- Unrivaled Wealth Management
- Vigilant Wealth Partners LLC
- Watermark Financial
1. Wright Associates
Wright Associates is a distinguished financial advisory firm committed to helping clients navigate complex financial landscapes with tailored strategies. Based at their headquarters, the firm excels in delivering customized wealth management solutions that align with individual goals and risk tolerances. Their seasoned advisors specialize in investment planning, tax optimization, and legacy preservation, ensuring clients build and sustain long-term prosperity. With a focus on transparency and trust, Wright Associates fosters meaningful relationships that empower clients to make confident financial decisions.
🔹 Services: Investment Advisory, Tax Planning, Estate Preservation
📍 Address: 61 McMurray Rd #204 Pittsburgh PA 15241
📞 Phone: (412) 854-2100
🔗 Website: Wright Associates
📧 Contact: adam@kswrightassociates.com
2. Summit Wealth Advisors
Summit Wealth Advisors is a forward-thinking financial firm dedicated to guiding clients toward financial independence through strategic planning and disciplined investing. Located at their premier office, the firm provides comprehensive services, including retirement planning, risk management, and portfolio diversification. Their team of expert advisors takes a proactive approach, helping clients adapt to market changes while staying aligned with their financial aspirations. Recognized for their client-first philosophy, Summit Wealth Advisors ensures every strategy is personalized for maximum growth and security.
🔹 Services: Retirement Strategies, Investment Management, Risk Assessment
📍 Address: 9043 Perry Hwy Pittsburgh PA 15237
📞 Phone: (412) 367-3980
🔗 Website: Summit Wealth Advisors
📧 Contact: kjuncal@summitia.com
3. Swartout Financial
Swartout Financial is a trusted wealth management firm known for its client-centric approach and deep expertise in financial planning. Operating from their professional office, the firm assists individuals and businesses in achieving financial stability through customized investment solutions and tax-efficient strategies. Their advisors emphasize education, ensuring clients understand every aspect of their financial journey while making well-informed decisions. With a commitment to integrity and excellence, Swartout Financial has built a reputation for delivering reliable and innovative financial guidance.
🔹 Services: Financial Planning, Tax Optimization, Business Wealth Strategies
📍 Address: US Steel Tower 600 Grant St Suite 3550 Pittsburgh PA 15219
📞 Phone: (220) 544-6109
🔗 Website: Swartout Financial
📧 Contact: becky.stokes@nm.com
4. T & D Advisors
T & D Advisors is a dynamic financial planning firm that specializes in helping clients create and execute strategies for long-term wealth accumulation and preservation. Based at their strategic location, the firm offers expertise in retirement planning, investment management, and generational wealth transfer. Their advisors take a hands-on approach, working closely with clients to adapt to evolving financial needs while minimizing risks. Known for their personalized service, T & D Advisors ensures each client receives a roadmap tailored to their unique financial vision.
🔹 Services: Retirement Planning, Investment Advisory, Legacy Planning
📍 Address: 790 Holiday Dr Ste 10 Pittsburgh PA 15220
📞 Phone: (412) 539-0045
🔗 Website: T & D Advisors
📧 Contact: contactus@tdandsadvisors.com
5. The Coury Firm
The Coury Firm is a premier financial advisory practice dedicated to helping high-net-worth individuals and families achieve their financial goals through sophisticated planning. Located at their distinguished office, the firm provides specialized services in estate planning, investment management, and philanthropic strategies. Their team of seasoned professionals combines analytical rigor with a deep understanding of client aspirations to craft bespoke financial solutions. With a reputation for excellence, The Coury Firm stands as a beacon of trust and expertise in wealth management.
🔹 Services: High-Net-Worth Planning, Estate Structuring, Charitable Giving Strategies
📍 Address: 260 Forbes Ave Suite 1600 Pittsburgh PA 15222
📞 Phone: (412) 261-5744
🔗 Website: The Coury Firm
📧 Contact: careers@couryfirm.com
6. Thomas Financial Advisory Group
Thomas Financial Advisory Group is a respected wealth management firm that empowers clients with strategic financial guidance tailored to their life goals. Operating from their professional office, the firm specializes in retirement planning, investment management, and wealth preservation strategies. Their experienced advisors take a collaborative approach, ensuring clients receive customized solutions that adapt to changing economic landscapes. With a strong emphasis on education and transparency, Thomas Financial Advisory Group helps clients navigate financial complexities with clarity and confidence.
🔹 Services: Retirement Planning, Investment Strategies, Wealth Preservation
📍 Address: 4 W Manilla Ave 2nd floor suite d Pittsburgh PA 15220
📞 Phone: (412) 778-8144
🔗 Website: Thomas Financial Advisory Group
📧 Contact: david.friello@cambridgesecure.com
7. TJS Financial Services LLC
TJS Financial Services LLC is a dedicated financial planning firm that helps individuals and families build secure financial futures through disciplined strategies. Headquartered at their trusted office, the firm offers expertise in retirement planning, tax-efficient investing, and risk management. Their advisors prioritize long-term relationships, working closely with clients to align financial decisions with personal aspirations. Known for their integrity and personalized service, TJS Financial Services LLC ensures clients feel confident in their financial journey.
🔹 Services: Retirement Solutions, Tax-Efficient Investing, Insurance Planning
📍 Address: 1301 Grandview Ave #400 Pittsburgh PA 15211
📞 Phone: (412) 224-5880
🔗 Website: TJS Financial Services
📧 Contact: mark.a.casciola@lpl.com
8. Unrivaled Wealth Management
Unrivaled Wealth Management is a forward-thinking financial firm committed to delivering exceptional wealth management solutions for individuals and businesses. Based at their strategic location, the firm provides comprehensive services, including investment advisory, estate planning, and business succession strategies. Their team of expert advisors leverages innovative tools and deep market insights to help clients achieve financial independence. With a focus on transparency and results, Unrivaled Wealth Management stands out as a leader in personalized financial guidance.
🔹 Services: Investment Advisory, Estate Planning, Business Succession
📍 Address: 126 Richbarn Rd Pittsburgh PA 15212
📞 Phone: (330) 540-1778
🔗 Website: Unrivaled Wealth Management
📧 Contact: info@unrivaledwm.com
9. Vigilant Wealth Partners LLC
Vigilant Wealth Partners LLC is a trusted financial advisory firm known for its proactive approach to wealth management and financial planning. Located at their professional office, the firm specializes in retirement strategies, tax planning, and investment management. Their advisors take a disciplined yet flexible approach, ensuring clients’ portfolios remain aligned with their evolving goals. With a reputation for meticulous attention to detail, Vigilant Wealth Partners LLC helps clients navigate financial challenges with confidence.
🔹 Services: Retirement Planning, Tax Optimization, Portfolio Management
📍 Address: 381 Mansfield Ave #400 Pittsburgh PA 15220
📞 Phone: (412) 733-4080
🔗 Website: Vigilant Wealth Partners
📧 Contact: rgalzarano@vigilantwealthpartners.com
10. Watermark Financial
Watermark Financial is a client-focused wealth management firm dedicated to helping individuals and families achieve financial security through personalized strategies. Based at their advisory office, the firm offers expertise in retirement planning, investment management, and legacy preservation. Their team of seasoned professionals emphasizes education and long-term relationships, ensuring clients make informed financial decisions. Recognized for their tailored approach, Watermark Financial provides clarity and confidence in every financial plan.
🔹 Services: Retirement Strategies, Investment Advisory, Legacy Planning
📍 Address: 615 Washington RoadSuite 203 Pittsburgh PA 15228
📞 Phone: (412) 531-3533
🔗 Website:Watermark Financial
📧 Contact: info@watermarkfinancial.net
Showcase your recognition by adding our award badge to your website! Simply copy the code below and embed it on your site to highlight your achievement.
