If what you know and love doesn’t happen to be financial planning, talk to Allegheny Financial Group.
With regular face-to-face meetings and our unbiased insight, we will create a clear plan together. A plan uniquely tailored to you.
Your personal financial advisor and support team will work with you and your family over the long term to fully understand, coordinate and optimize every facet of your finances.
Give us a call, and let’s get started. So you can begin devoting your attention to more important things than money.
Who We Are
How We Can Help You Reach Your Financial Goals
Who We Serve
As a firm that pioneered financial planning in Pittsburgh, Allegheny has earned clients’ trust with a high degree of personal attention in combination with specialized knowledge, an integrated team-based approach and first-class market research.
Our advisors have the disciplined process to provide tailored financial programs that address your individual goals and aspirations.
At Allegheny Financial Group, our philosophy is to apply a holistic approach to financial planning for our clients, analyzing all aspects of their financial lives. Financial planning entails much more than just investing; it encompasses budgeting, planning for retirement, saving for education, managing your taxes, acquiring insurance coverage and formulating an estate plan. As a result, all of our board members and many of our advisors obtain CERTIFIED FINANCIAL PLANNERTM certification. CFP® professionals have completed an extensive course of study, testing and experience requirements, and are held to rigorous ethical standards to ensure they are highly qualified to develop a plan for your finances, while putting your goals and needs first. This certification is recognized as the highest standard in personal financial planning. In fact, according to the CFP Board, less than 20% of practicing financial advisors in the industry can claim this distinction.*
For more information on the CFP® certification, visit: letsmakeaplan.org
01QUALITY OF SERVICE
05ABILITY TO PUT OUR CLIENTS FIRST
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