Fiduciary advisors in Canonsburg, PA

Canonsburg, Pennsylvania

AK Wealth Management is an investment advisory firm in Canonsburg, Pennsylvania. Services include Financial Planning. The firm specializes in Investment Management and Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Canonsburg, Pennsylvania

Bridges Private Wealth is an investment advisory firm in Canonsburg, Pennsylvania. The office has a wheelchair-accessible entrance. The office is open five days a week.

Canonsburg, Pennsylvania

Cetera Investors is an independent financial advisory firm based in Canonsburg, Pennsylvania, offering financial planning and investment management services. The firm operates as part of the Cetera network while maintaining local service and independence from single-company product constraints. Its advisors provide guidance across retirement planning, tax-aware investing, and broader financial planning to clients in the community.

Canonsburg, Pennsylvania

Educo Advisor Group is a financial planning firm in Canonsburg, Pennsylvania, led by President Jake, a CFP® professional with expertise in retirement income strategies, tax planning, and estate planning. The firm's practice emphasizes client education across the six core planning domains—cash flow, investments, retirement, college savings, risk management, and estate planning—with a stated approach of transparency and detailed planning. The team includes Jacob, a recent finance graduate who assists with planning and client services. As an LPL Financial Advisor, the firm serves clients across various life stages, from those approaching retirement to multi-generational families.

Canonsburg, Pennsylvania

Merit Financial Advisors is an investment advisory firm in Canonsburg, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Retirement Planning. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

Canonsburg, Pennsylvania

New Beginnings Wealth Advisors, based in Canonsburg, Pennsylvania, serves women and business owners with financial planning and investment advisory services. Led by Jessica McCrory, who holds Series 7 and 66 licenses plus a life insurance license, the firm draws on over 30 years of combined family experience in financial planning. The firm addresses client needs including retirement planning, investment consolidation, and multi-generational financial coordination through a conversational, goal-focused process rather than formulaic spreadsheet analysis.

Canonsburg, Pennsylvania

RBV Wealth Management is a Canonsburg, Pennsylvania-based firm offering financial planning, investment management, retirement planning, tax planning, and estate planning services. The firm employs CPAs and provides analysis across cash flow, Social Security, and risk management, serving both individuals and business owners. A Private Client service tier is available for complex financial situations requiring specialized attention.

Canonsburg, Pennsylvania

Southpointe Financial Services is a financial advisory firm in Canonsburg, Pennsylvania, serving working professionals and families. The firm offers financial planning, investment management, insurance analysis, and related services including retirement planning, education planning, college savings, and risk management strategies. The team includes Robert Smith (CFP® with 45+ years of experience), Michael Smith (AIF®, RICP®), and support staff with decades of combined tenure. The firm emphasizes an ongoing planning process that adapts to life changes, tax developments, and shifting priorities rather than a single static plan.

Canonsburg, Pennsylvania

Wyze Wealth Advisors is a Canonsburg, Pennsylvania-based firm offering retirement planning and estate planning services to affluent individuals. The team includes founder Ron Wyatt (CFP®, CIMA®, CPWA®) and wealth advisors Ryan Wyatt (CFP®, CIMA®) and Nick Lewandowski (CFA®, CFP®), alongside support staff. The firm integrates retirement income analysis, tax planning, and investment management in a coordinated approach, with emphasis on direct client access and transparent planning rather than hands-off management.