A Plan for Your
Financial Independence.
We Create Custom-Tailored
Financial Programs to Help You
Create, Grow and Preserve
Financial Wealth.
A Financial Advisor Can Help You Plan for Financial Independence
Why work with a fee only financial advisor? As a fiduciary wealth management firm, we help driven individuals prepare for and maintain their financial independence. Our relationship oriented approach to financial planning and investment management enables our clients achieve success for the long-term.
Wealth Management Services Suited to Your Financial Independence
Get more time in your day and gain peace of mind with our fee-only financial planning and investment management services based in Pittsburgh.
Clarity
Get clear about what life in financial independence looks like and what it will take to get there.
Confidence
Have confidence knowing that your plan has considered all aspects of your future cash needs, tax consequences, market volatility, and potential legal issues as you move toward financial independence.
Peace of Mind
We’re not stockbrokers or salesmen – we’re relationship-oriented financial professions. With two decades of financial services experience and as a fee-only fiduciary, you can rest assured that you have a trusted partner who will guide you with objective advice that’s always in your best interest.
How Might Achieving Financial Independence Benefit You?
Prepare for the Unexpected
- How much should I have in emergency savings?
- I’m worried about my job security, can a fee-only fiduciary advisor help?
- I just got laid off, how can I make my money last while I find a new job?
- How can a wealth management process ensure that my family is taken care of if I die?
- Should I leave my money to my kids equally or give to those who need more?
Plan for Life Changes
- We’re starting a family and need financial planning help to buy a home/car and plan for college.
- I just got a promotion and need and need a financial planner to help sort my savings.
- Should I quit work to raise a baby?
- Can I afford to quit my job and start a business?
- What can I do to leave a legacy?
Help with Your Investments
- I want a fiduciary financial advisor to manage my investments.
- Market volatility worries me, and I’m not sure my investments are correctly aligned.
- I no longer have the time to manage my investments.
- How much should I contribute to my employer’s retirement plan?
- What can I do with my old 401k or 403b?
Planning for Retirement
- How should I invest to save for retirement?
- How much can I afford to spend every month in retirement?
- Can a wealth management process ensure that I don’t run out of money?
- How can I prepare my retirement savings for market volatility?
- Should I request equal monthly pension payments or a lump sum?
Are We a Fit? Schedule Your No Obligation 30-Minute Introductory Meeting to Find Out.
Learn More About Our Services
Are we a good fit? Schedule your no obligation 30-minute introductory meeting to find out if our services fit your needs.
Schedule an Appointment Now.
Use this appointment calendar to choose a time and date that works best for you.