Fiduciary advisors in Pittsburgh, PA

Pittsburgh, Pennsylvania

Andrew Pricener, Financial Advisor is an investment advisory firm in Pittsburgh, Pennsylvania. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 7 Google reviews.

Pittsburgh, Pennsylvania

Equilibrium Wealth Advisors is an investment advisory firm in Pittsburgh, Pennsylvania. Services include Financial Planning and Investment Management. Service options include onsite meetings. The office is open five days a week. It holds a 5-star rating from 90 Google reviews.

Pittsburgh, Pennsylvania

Independent RIA

Ifft & Palmer Associates is an independent insurance agency based in downtown Pittsburgh, founded in 1969, serving businesses, corporations, non-profits, and individuals with personal and commercial insurance, employee benefits, and private client services. As an independent firm not bound to any single carrier, the agency works with a network of insurance providers to offer property, liability, and risk management solutions. The firm serves a range of client types including professional organizations and families seeking customized coverage.

Pittsburgh, Pennsylvania

Kelly Haughey is an investment advisory firm in Pittsburgh, Pennsylvania. The firm specializes in Investment Management and Wealth Management. The office is open five days a week. It holds a 5-star rating from 3 Google reviews.

Pittsburgh, Pennsylvania

Matthew Blocki is an investment advisory firm in Pittsburgh, Pennsylvania. The office is open five days a week. It holds a 5-star rating from 5 Google reviews.

Pittsburgh, Pennsylvania

Independent RIA

Mercer Advisors' Pittsburgh office is an independent registered investment adviser that integrates financial planning, investment management, tax, estate, and insurance services through a family office model. The firm serves C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and other professional groups, with particular expertise in retirement planning, concentrated stock options, multi-generational succession planning, divorce-related situations, and special needs planning. Operating for over 40 years, the firm emphasizes integrated service delivery across its advisory, specialist, and support teams.

Pittsburgh, Pennsylvania

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Pittsburgh, Pennsylvania. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Pittsburgh, Pennsylvania

Insurance-Based

Northwestern Mutual is an insurance-based firm in Pittsburgh, Pennsylvania. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance.

Pittsburgh, Pennsylvania

Proxima Wealth Management is an independent wealth management and investment advisory firm based in Pittsburgh, Pennsylvania. The firm offers personalized financial planning services including retirement planning, investment management, and estate planning, structured around each client's individual circumstances and objectives. The firm emphasizes a client-centered approach with direct personal attention throughout the planning process.

Pittsburgh, Pennsylvania

Riverside Financial Advisors, based in Pittsburgh, Pennsylvania, provides estate planning, insurance analysis, and investment management services with a focus on retirement planning and investment strategy. The firm uses a three-step planning process called the RFA Pathway to Security, designed to address client financial concerns through a structured approach that founder Tim McMullen emphasizes should prioritize listening to client needs.

Pittsburgh, Pennsylvania

Sterling Heights Financial Group is an independent wealth management firm established in 2018 that serves individuals, families, and business owners with financial planning, investment management, and retirement planning services, with particular concentration in Pennsylvania and Florida. Operating as fiduciaries, the firm emphasizes low-cost investing, client education, and regular communication rather than product sales. The firm's advisory approach focuses on identifying client goals and constructing customized investment portfolios that address income generation, risk management, and fee reduction, drawing on experience across equities, real estate, private equity, and alternative asset classes.

Pittsburgh, Pennsylvania

Wealth Enhancement Group is an investment advisory firm in Pittsburgh, Pennsylvania. Services include Financial Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Pittsburgh, Pennsylvania

Western & Southern Life is an investment advisory firm in Pittsburgh, Pennsylvania. Services include Insurance Analysis and Investment Management. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open daily.

Pittsburgh, Pennsylvania

Commission + Fee-Only

Winthrop Partners is a fee-only fiduciary financial advisory firm serving clients throughout the greater Pittsburgh area from offices in Edgewood and downtown Pittsburgh. The firm provides financial planning and investment management services across retirement planning, taxes, estate planning, and wealth transfer, with a team led by Brian Werner (CFA, CFP) bringing over 150 years of combined experience. Operating under SEC fiduciary standards and membership in NAPFA and the Fee-Only Network, the firm charges transparent fees from clients rather than accepting commissions or third-party compensation, and follows a three-step planning process centered on understanding client circumstances, designing customized strategies, and implementing coordinated solutions.