3 advisors with offices in McMurray. Credentials, fee structures, and minimums are disclosed on each listing.
McMurray, Pennsylvania
Confluence Financial Partners offers financial planning and portfolio management services from five Pennsylvania and Florida locations. The firm operates as a fiduciary and emphasizes a client-focused approach combining personalized planning, active and passive investment strategies, and tax-efficient solutions, with ongoing engagement through educational content and regular communication.
View detailsMcMurray, Pennsylvania
Fragasso Financial Advisors has served individuals and multigenerational families since 1972 from its McMurray, Pennsylvania location, offering financial planning, retirement planning, investment management, and wealth management services. The firm structures client service around dedicated teams comprising a financial advisor, financial analyst, and account specialist, supported by an in-house portfolio management team that conducts market analysis and portfolio construction. The firm coordinates with clients' external professional advisors, including attorneys and accountants, and maintains an Investment Committee that meets quarterly to address market trends and portfolio strategy.
View detailsMcMurray, Pennsylvania
NewEdge Wealth is an investment advisory firm in McMurray, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsAdvisors serving McMurray 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.