Our Financial Advisors

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    When it comes to financial advisors, expertise is essential

    — and personalized attention is indispensable. Ever since we pioneered financial planning in Pittsburgh, our commitment has been to delivering both. Through a disciplined process that includes first-class market research, specialized knowledge and a team-based approach, our advisors tailor a solution that meets your unique needs and goals. We provide our clients with two channels for providing financial advice and services: advisors employed by Allegheny Financial Group, and independent advisors affiliated with our broker-dealer, Allegheny Investments.

    Click on a logo below to view our advisors.

    Allegheny Financial Group
    Allegheny Investments

    Why Use a Financial Advisor?

    When you choose a financial advisor, you’re making an investment in your own money. With an Allegheny Financial Group advisor, that investment returns unmatched expertise in the process and practices of financial planning, as well as in proprietary research and the most up-to-date planning tools. All delivered to the highest standards of personal service.

    CFP® Professionals

    Financial planning is much more than investing. It encompasses budgeting, retirement planning, saving for education, estate planning, managing taxes, and even purchasing insurance. That’s why we take a holistic approach to financial planning for all of our customers — and why all of our board members and a majority of our advisors have achieved CERTIFIED FINANCIAL PLANNER™ certification.

    The CFP® certification is recognized as the highest standard in financial planning Having completed extensive education, testing, and experience requirements, CFP® professionals are held to rigorous ethical standards and are exceptionally qualified to develop a plan for your finances while ensuring their recommendations are in your best interest.

    Choosing a Financial Advisor

    We understand that this is one of the most important financial decisions you can make. That’s especially true for complex financial scenarios such as managing an organization’s finances or a family’s assets or estate.

    The U.S. Securities and Exchange Commission has compiled a checklist of what you should be looking for when hiring any financial professional:

    • 01

      Identify exactly what financial services you need

    • 02

      Find out what financial services the professional offers, including what qualifications, certifications, and expertise they have

    • 03

      Ask if there are any limitations on what they can recommend

    • 04

      Perhaps most importantly, find out what services you’re paying for

    • 05

      How much those services cost and how the adviser or planner is paid
    FOR MORE INFORMATION ON CFP® CERTIFICATION, VISIT: LETSMAKEAPLAN.ORG
    FOR MORE INFORMATION, VISIT THE SEC WEBSITE