Our Story

DECADES OF EXPERIENCE, BUILT ON TRUST

About Allegheny Financial Group

Allegheny Financial Group is an SEC-registered investment advisory firm providing personalized guidance across every aspect of financial life—including financial planning, portfolio management, market analysis, risk management, and business and estate planning. By bringing together deep expertise across these disciplines, we offer one of the most comprehensive, integrated financial service platforms in the nation. By integrating our deep expertise across these disciplines, we provide holistic financial planning and wealth management services.

Founded in 1976, Allegheny Financial Group was one of the pioneers in Pittsburgh’s financial planning industry. We’ve built our reputation by endeavoring to deliver a high level of personal attention, specialized knowledge, and independent market research, earning the trust of individuals, families, businesses, and institutions.

Together with our affiliate, Allegheny Investments, we advise on more than $5.7 billion in client assets, supported by a professional team focused on financial planning, research, analysis, and regulatory compliance.

As an independent, privately owned firm, we have the freedom to recommend a broad range of investments.

Pioneers of Financial Planning in Pittsburgh

Allegheny Financial Group was founded as a Fee-Based Financial Planning Firm in 1976.

1977
Launch of Allegheny Investments

In 1977, the broker-dealer division was established to enhance access to products and services and foster collaboration among financial professionals.

Financial Planning Association Predecessor Founded

In the late 1970s, Allegheny Financial Group's founders helped establish the Pittsburgh chapter of the Institute of Certified Financial Planners (ICFP), a predecessor to today’s Financial Planning Association.

1986
Offices Opened

Allegheny’s growing advisor and support staff established office space on McKnight Road in the North Hills of Pittsburgh in 1986.

Investment Research & Growth

Throughout the 1990s, Allegheny Financial Group formed an Investment Research group and hired planning analysts to meet demand.

2000
Present-Day Offices Established

In 2005, Allegheny moved to its current, expanded office at Stone Quarry Crossing.

Team Milestone

Allegheny’s staff reaches the 100 mark in 2018.

Board of Directors Grows

Through the 1990s and mid-2000s, Allegheny’s Board of Directors grew to 10 firm owners.

2010
Partners in Leadership

Allegheny named Brandon Haynes, CFP®, and Jonathan Kuhn, CFP®, co-managing partners of the firm in 2011.

2020
Managed Assets Exceed $5 Billion

In 2023, Allegheny Financial Group and Allegheny Investments collectively managed assets of $5.5 billion.

Allegheny Investments Transitions

Allegheny Investments exited the broker-dealer market at the end of 2024 to focus exclusively on fee-only financial planning.

2025
Today

Both Allegheny Financial Group and Allegheny Investments are Registered Investment Advisor* firms registered investment advisory firms recognized for their fee-only, comprehensive financial planning services.

Giving Back to the Community

At Allegheny Financial Group, our commitment to financial stewardship extends beyond our clients—it includes a deep responsibility to serve and uplift our local community. Through ongoing partnerships and charitable initiatives, we support organizations that address critical needs in the Pittsburgh region and beyond.

The Pittsburgh Foundation

Allegheny Financial Group has supported The Pittsburgh Foundation since 2004. Through this partnership, we help strengthen the region by backing initiatives that address critical needs, promote responsible giving, and connect donors with impactful causes that improve quality of life in Western Pennsylvania.

Guardian Angels Medical Service Dogs

Allegheny Financial Group funded the placement of three service dogs for local veterans facing PTSD and traumatic brain injuries. This initiative was part of a broader regional effort to provide life-changing support through certified service dogs, in partnership with Guardian Angels and the Veterans Leadership Program.

Annual Holiday Food Drive

Each December, Allegheny Financial Group organizes a holiday food drive to benefit the North Hills Food Bank. Employees collect food, household items, and monetary donations to help local families during the winter season, reinforcing our commitment to supporting neighbors in times of need.

HEARTH – Dreammaker Recognition

Allegheny Financial Group proudly supports HEARTH, an organization that provides housing and supportive services for families affected by domestic violence and homelessness. In recognition of this commitment, Allegheny Financial Group was honored at HEARTH’s 20th Anniversary Dreammaker event for its role in advancing family stability and independence.

We Are Open For Opportunities!

Celebrating Community Impact: The Good Neighbor Awards

For over a decade, Allegheny Financial Group has proudly presented the Good Neighbor Awards, an annual recognition program honoring the local organizations that make a meaningful difference in our North Hills community. The awards provide both funding and visibility to non-profits, schools, and service programs that support individuals and families through education, wellness, outreach, and the arts.

What began in 2015 with just four recipients has grown to celebrate a wide range of community pillars—such as food banks, counseling services, libraries, and youth programs. Each award supports both specific initiatives and general operating needs, reflecting our belief in the value of long-term, sustainable support.

The Good Neighbor Awards reflect Allegheny Financial Group’s deep-rooted commitment to community—celebrating those who lead with compassion, serve with purpose, and help build a stronger future for all.

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