Consultant Hours
  • Mon - Fri: 5:00 AM - 9:00 PM PT
  • Sat - Sun: 5:00 AM - 5:30 PM PT

Pittsburgh Financial Advisors

Anyone who is serious about his or her finances should have a financial advisor. Financial advisors/planners are professionals who have the skills and experience to help people manage their finances regardless of how difficult their situations might be. People who insist on managing their finances without help from professionals hardly reach their financial potential while others sink to debt.

Pittsburgh has highly qualified financial advisors who are never too far from any individual within the city. You do not want to pass up an opportunity to learn how to save, to prepare a budget, to coordinate attorneys for estate planning, or to get insurance coverage that you desperately need among other things.

When Should You Work With A Financial Advisor?

The moment you get a trustworthy and qualified financial advisor, start working on your finances immediately. If you already have an honest and qualified financial advisor, but you are not reaping the benefits you deserve, then you can always look for another one. Update your financial advisor on every aspect of your finances, for him or her to get the whole picture and guide you effectively.

Where are the qualified and trustworthy financial advisors?

It is prudent to search for the ideal financial advisor from a source that lists such professionals with the relevant qualifications, certifications, and experience. Here are some of the best places to start with:

Credio has a list of licensed financial advisors in Pittsburgh, a list that has important information that every client should know.

The BBB accredited financial advisors in Pittsburgh are available on

You can use the National Association of Personal Financial Advisors finder to locate an advisor near you

Choosing The Right Pittsburgh Financial Advisor

Financial advisory matters require working with a trustworthy individual, and the best individual, in this case, is a fiduciary.

The CFP (Certified Financial Planner) Board lists some of the most qualified financial advisors in Pittsburgh, and it gives vital information on the advisors such as their discipline status and their bankruptcy status among other important information. Choosing an advisor from here would be a wonderful idea.

The payment method that the financial advisor stipulates will matter concerning the advantages or disadvantages of each method. The most common payment methods include:

A financial advisor can receive a salary plus bonus from his or her employer after selling a product or a service to you. This way you pay directly to the company.

The commission basis here results from the sale of financial products such as insurance, investments, loans, or real-estate. This method makes advisors sell everything they can for the sake of the commission.

The financial advisors who provide services to a client on a regular basis will usually accept a fee-only mode of payment. Here, the advisor gets anywhere between 1-2% of the value of the client's investment. Depending on the advisor, the charge can be calculated per hour; it can be a flat rate, or it can be in the form of a retainer.

Some financial advisors combine both the commission and fees modes of payments, particularly when the advisor sells a product and comes up with a financial plan, where he or she receives a commission and a fee respectively.

Also, it is important to have a face-to-face meeting with the potential advisor for you to judge whether that advisor has the personality you are looking for, or whether you will hardly ever understand each other.

Learn more about Pittsburgh Retirement Planning here:

How Much Does It Cost to Retire in Pittsburgh, PA?

What's the Cost of Living in Pittsburgh, PA?

Pittsburgh Elder Law Attorneys

Pittsburgh Senior Realtors

Pittsburgh Senior Movers and Downsizers

Pittsburgh Neighborhood Guide

Live Like a Local in Pittsburgh

Pittsburgh Demographics and Lifestyle

Find assisted living in Pittsburgh near you.