Financial Advisors in Sewickley, Pennsylvania (Allegheny County)

Edward B. Aufman, BS, CFP
Aufman Associates offers a comprehensive approach to finances for a limited number of successful individuals, families, and organizations. The relationships we have with our clients are very long-term... most commonly exceeding 25 years. We make sure all aspects of finances are on track and stay on track. We look forward to the possibility of working with you in the same way.
Founded first as a division of a pension portfolio management firm in the early 1970s, Aufman Associates became an independent entity in 1983. Aufman Associates manages financial assets of approximately $700 Million and provides supervisory functions across assets approaching $1 Billion. ... See More

Steve Templeton, CFP, EA
We are a fee-only financial planning firm providing tax, investment and financial planning services to individuals, families, and small businesses. Our goal is to help you achieve your goals, and guide you through life's transition periods, worry less and enjoy life more. We provide comprehensive financial planning integrated with tax planning and preparation. In addition we offer financial reviews which are perfect for clients with specific, limited-scope questions. ... See More

Robert Choiniere, BS, CFP
We are a fee-only registered investment advisory firm headquartered in Wexford, Pennsylvania. Plans to Prosper provides personal financial planning and investment advisory services to individuals, families and business owners from all walks of life. Both limited engagement and comprehensive wealth advisory services are available.... See More

Independent financial planning including investment management, risk management (insurance). Working with individuals, business owners, defined benefit pension plans, and foundations/endowments.

Carl Emerick, CFP, CPA, MS
Emerick Financial Planning, LLC is an independent, fee-only financial planning firm and Registered Investment Advisor (RIA) conveniently located in the South Hills of Pittsburgh. We provide financial planning, investment advice, and hourly financial counsel for individuals & families, regardless of level of income, net worth or investment value. We do not accept commissions for any products or services that we may recommend so there is no pressure to buy anything from us - just objective, as-needed financial advice and planning. Click on the button to the right to visit our website. Contact us today with any questions you may have or to request a complimentary “Get Acquainted” meeting.... See More

Legend Financial Advisors, Inc.®(Legend) is a Fee-Only, Fiduciary U.S. Securities and Exchange Commission Registered Investment Advisory firm with its headquarters located in Pittsburgh, Pennsylvania. Legend provides personalized Wealth Management services including Financial Planning and Investment Management strategies to individuals and families, business entities, medical practices, and retirement plans. Legend and its Advisors are governed by the Fiduciary Standard of Law. As a Fiduciary, Legend always works in their clients’ best interests.... See More

Gary Storie, CFP, EA, MS
If you are seeking unbiased financial advice - without account minimums or conflicts of interest - you have come to the right place.
Today, more than ever, consumers need trusted advice they can count on. The unstable economy and so many financial choices can be overwhelming - almost to the point of inaction. Now…you have an advocate. Someone who is on YOUR side and who understands what YOU need. Because of our fee-only financial planning basis, we work by the hour or with a customized package, we can give you the advice you need - pressure free!
If you want advice, but perhaps not just investment advice, or if you want an objective perspective on budgeting or paying down debt, you've come to the right place. We also specialize in retirement planning, estate planning, divorce financial planning, and tax planning and preparation.... See More

Michael Whitehead, CFA, CFP
Hutchison Whitehead (HW) is an independent fee-only Registered Investment Advisor. This structure, unique in an industry known for products and salespeople, enables us to keep our clients' well-being our focus. Firmly rooted in core principles that embrace patience, wisdom and fiduciary responsibility, HW arms clients with the strategies necessary to harness, protect and grow wealth.
Our clients find peace of mind in our integrated approach to financial guidance. By helping our clients see the “big picture”, clarity and harmony replace the anxiety caused by a once fragmented situation. We realize that clients entrust far more than financial assets to us. We are honored to be a trusted partner in the pursuit of their most treasured possession - their dreams.... See More