
Do your professional and business objectives include
any of these?
Highest degree of professionalism
On-going professional and career development
Serving clients the priority
Comprehensive, independent financial advice to clients
Income growth
Development of a business, not a ‘book’
Long-term focus
Independence and collaboration
Freedom and responsibility with a framework of support
Then consider this:
Providing financial advisors the resources to serve individual, family and business clients is Allegheny’s sole business.
Explore the particulars
Exceptional access to exceptional resources
Opportunities
Our view of the market and strategies
What our advisors say
Transitioning your practice
The meaning of exceptional
Short Answers about Advisors
Interested? Want more information?
email us at joinallegheny@alleghenyfinancial.com
or contact David M. Jeter, senior vice president
412.536.8012, email djeter@alleghenyfinancial.com
Allegheny Financial Group
Stone Quarry Crossing 811 Camp Horne Road Suite 100
Pittsburgh, PA 15237
Full range of support that advisors need to give comprehensive, independent financial advice and service of the highest quality—and to grow their own careers and businesses
Founded more than 30 years ago on the principle that the client’s interests and needs come first, and that remains our guiding principle
Independent company, no proprietary products, operates regionally, locally based
A significant presence in the market: name seen and heard daily in ads and other media in the region; more than $2 billion in client assets under management; Allegheny Investments the largest Pittsburgh-based independent broker/dealer
An organization of professionals—credentialed financial planners, money management professionals, accountants, attorneys and others
Committed to the highest professional and ethical standards (yes, ethical; that’s a corollary of our founding principle)
Committed to the professional growth and development of all advisors—employee advisors, independents and others
Highly attractive pay-outs to advisors