PA · Johnstown

Fiduciary advisors in Johnstown, PA

5 advisors with offices in Johnstown. Credentials, fee structures, and minimums are disclosed on each listing.

5 listed
5 results in Johnstown

Hershberger Financial Group

Johnstown, Pennsylvania

Hershberger Financial Group is a father-and-son financial advisory firm based in Johnstown, Pennsylvania, operating since 1989. The firm provides financial planning and investment management services on a fee-based basis and operates under fiduciary duty, with principal Doug legally bound to act in clients' best interests. The practice emphasizes personalized financial strategy informed by a comprehensive review of each client's circumstances, and offers specialized support during estate transitions and family wealth transitions. The firm serves clients across multiple life stages with ongoing advisory relationships.

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RFB Financial Strategies

Johnstown, Pennsylvania

RFB Financial Strategies, founded in 2019 and based in Johnstown, Pennsylvania, offers financial planning, investment management, retirement account rollovers, tax-efficient wealth transfer, and insurance protection strategies. The firm serves young professionals, families, and business owners, using a process of evaluating current finances, analyzing available strategies, and building personalized plans aligned with client goals and risk tolerance. The firm emphasizes an integrity-based approach and ongoing portfolio monitoring in response to market conditions.

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Financial advisors in Johnstown, Pennsylvania

Advisors serving Johnstown specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Pennsylvania's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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