The 30 Best Financial advisory board in Pittsburgh, Pennsylvania

12 results found

At Merrill Lynch, Financial Advisor Andrew "Drew" Morrison and the Kish Morrison Group are dedicated to providing comprehensive wealth management services tailored to meet the unique needs of each client. Located in the heart of Pittsburgh, PA, our team offers insights on market trends and strategies to navigate potential opportunities and risks, all within a quick 15-minute consultation.Our Philosophy:We believe true wealth management extends beyond mere investment. Our holistic approach focuses on designing financial strategies that align with your most important goals, not just for your lifetime, but for generations to come. Whether you are accumulating wealth or looking to preserve it, we provide personalized attention and high-touch service to both high-net-worth clients and the emerging affluent. Core Principles:- Investment Manager Selection: We choose managers with consistent, favorable risk-adjusted returns and a tenure of five to ten years or more. - Asset Allocation: We believe asset allocation is the most crucial determinant of long-term investment returns. - Market Timing: We do not attempt to time the markets.

At Merrill Lynch Financial Advisor Michelle Kish, we pride ourselves on providing expert financial advice and comprehensive wealth management services to individuals and families in all stages of their financial journey. Located in the heart of Pittsburgh, PA, our team at the Kish Morrison Group believes that true wealth management extends beyond mere investment strategies. We adopt a holistic approach to help you design financial plans that are aligned with your most significant life goals, not just for your lifetime but for generations to come.Our Philosophy: Our investment philosophy is grounded in core principles that prioritize risk-adjusted returns, long-term asset allocation, and tax efficiency. We carefully select investment managers with consistent performance records and emphasize a total return approach that includes both price appreciation and income generation. We avoid market timing and focus on creating strategies that are resilient and adaptable.Services Offered:

Buchanan Ingersoll & Rooney PC is a prestigious law firm located at 501 Grant Street in Pittsburgh, Pennsylvania, United States. With a team of experienced attorneys and legal professionals, the firm offers a wide range of legal services to individuals, businesses, and organizations. Known for their dedication to providing quality legal representation, Buchanan Ingersoll & Rooney PC has a strong reputation for excellence in the legal community. Whether you are in need of assistance with corporate law, litigation, real estate, or any other legal matter, the firm is committed to helping you achieve your goals.

FTI Consulting is a global business advisory firm located at 750 Holiday Drive in Pittsburgh, Pennsylvania, United States. With a team of experienced professionals, FTI Consulting offers a wide range of services including financial and operational consulting, strategic communications, and technology solutions. They work with clients across various industries to help them navigate complex challenges and achieve their business goals. FTI Consulting is known for their expertise, innovative solutions, and commitment to delivering results for their clients.

CFO Concepts, located at 523 Vermont Avenue in Pittsburgh, Pennsylvania, is dedicated to helping businesses improve their financial results and capitalize on new business development opportunities. With a focus on well-executed plans leading to future success, CFO Concepts offers expert financial advice and consulting services to help businesses thrive. Contact CFO Concepts today to learn how they can help your business succeed.

CEO Ally is a boutique M&A advisory and consultancy firm located in Pittsburgh, Pennsylvania. We specialize in working with small and mid-sized technology companies in the IT/Software, Engineering Services, and Digital Health industries to help them achieve their long-term goals. Our team of experts offers services for both buy-side and sell-side transactions, as well as business advisory services focused on revenue and profitability growth. With our experience and professionalism, CEO Ally is a trusted ally to companies looking to maximize their potential through strategic growth and successful exits. Whether you are looking to sell your business or acquire a new one, we can help you navigate the complex process and achieve the best possible outcome.

Eric Rossi CPA is a reputable accounting firm located at 357 Regis Avenue in Pittsburgh, Pennsylvania. With years of experience in the industry, Eric Rossi and his team provide top-notch accounting services to individuals and businesses in the area. Specializing in tax preparation, financial planning, and consulting, Eric Rossi CPA is dedicated to helping clients achieve their financial goals. Whether you need help with tax filing or strategic financial advice, Eric Rossi CPA is the go-to institution for all your accounting needs.

The CFO Factor is a premier finance institution located at 100 West Station Square Drive in Pittsburgh, Pennsylvania, United States. Our team of experienced financial experts provides top-notch CFO services to businesses of all sizes. Whether you need help with financial planning, analysis, budgeting, or forecasting, we are here to help you achieve your financial goals. Trust The CFO Factor to be your trusted partner in financial success.

We are excited to introduce our newly rebranded company, Community Management Advisors, Inc. (formerly known as F. David Sylvester & Associates and Community Management Professionals). Located in Moon Township, PA, we are a premier full-service real estate management firm specializing in community association management, proudly serving the Greater Pittsburgh Metropolitan Area.Experience and Expertise:Under the leadership of our CEO, F. David (Dave) Sylvester, who brings over 40 years of experience in property and community management, our firm stands out in the industry. Dave has achieved the highest accreditations and designations, including the prestigious PCAM (Professional Community Association Manager) and CPM (Certified Property Manager) certifications. Our dedicated management team also holds CMCA (Certified Manager of Community Association) and AMS (Association Management Specialist) certifications. Additionally, our firm has earned the esteemed AAMC (Accredited Association Management Company) designation from the Community Associations Institute (CAI).Our Commitment:At Community Management Advisors, our primary objective is to provide unparalleled service that exceeds the expectations of our clients and customers. We are committed to supporting our association owners by delivering comprehensive services, including maintenance, financial, administrative, and procedural support. Our mission is to guide our Boards to protect and enhance the value of each owner's investment.Mission Statement:To support our Association owners by providing the services they are entitled to, including maintenance, financial, administrative, and procedural support, and to guide our Boards to protect and enhance the value of each owner’s investment.Vision:To provide exceptional quality service to community associations throughout Southwestern Pennsylvania with industry-certified management teams and maintaining low employee turnover.For all your property and community management needs, trust the expertise and dedication of Community Management Advisors, Inc. Contact us today to learn how we can serve your community.

Easter Seals Western and Central Pennsylvania is a leading nonprofit organization dedicated to achieving full equity, inclusion, and access for individuals with disabilities. With over 105 years of service, Easter Seals has been a cornerstone in enriching education, enhancing health, expanding employment opportunities, and elevating community support. Our Mission:

The Chief Counsel Office is an integral part of the local government infrastructure in Pittsburgh, Pennsylvania. This office provides legal guidance and representation to various governmental departments and agencies within the jurisdiction. The Chief Counsel Office is staffed by highly experienced legal professionals who specialize in different areas of law, ensuring comprehensive legal support for the administration's operations and initiatives. Leadership:

At Merrill Lynch Private Wealth Advisor Shiv K Sethi, managing your wealth begins with a comprehensive understanding of your complete financial picture. Situated in the heart of Pittsburgh, PA, we provide personalized wealth management strategies tailored to your unique needs and aspirations. Our mission is to help you pursue your goals through flexible strategies that adapt to today's dynamic market conditions. By leveraging the investment insights of Merrill and the banking convenience and lending solutions of Bank of America, we offer a holistic approach to wealth management.Our Commitment:Inclusion, respect, and empathy form the cornerstone of our values at The Irick Group. We are dedicated to serving both our clients and our community, believing firmly in the principle of doing well by doing good. Our team of advisors within this global financial services powerhouse is devoted to helping individuals build, preserve, and manage their wealth, often acquired suddenly. We take our responsibility seriously, sharing insights and strategies aimed at sustaining wealth across generations.Services:We provide a wide range of resources to support all aspects of your financial life, including: - Banking and Credit: Products provided by Bank of America, N.A., and affiliated banks, Members FDIC. - Investment Management: Tailored strategies to grow and preserve your wealth.