TOP 30 Best Professional wealth advisors in Sewickley, Pennsylvania

Morgan Stanley Financial Advisors is a leading finance institution located at 2100 Georgetown Drive in Sewickley, Pennsylvania, United States. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help clients achieve their financial goals. From investment management to retirement planning, we offer a wide range of services to meet the unique needs of each individual. Trust Morgan Stanley Financial Advisors to guide you towards a secure financial future.

Compass Wealth Management is a premier financial institution located at 2605 Nicholson Road in Sewickley, Pennsylvania, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their unique goals and secure their financial future. Whether you are planning for retirement, investing for the future, or seeking wealth management services, Compass Wealth Management is committed to guiding you in the right direction. Contact us today to schedule a consultation and take the first step towards financial success.

True Wealth Design is a finance institution located at 2591 Wexford Bayne Road in Sewickley, Pennsylvania, United States. Our mission is to help our clients live better lives through smarter financial planning. We specialize in retirement, tax, and investment planning, providing complete integration of your financial life to give you clarity and confidence in pursuing your dreams while protecting your family's future. At True Wealth Design, we prioritize transparency and always act in your best interests as fiduciaries. Our team of highly credentialed professionals, including CFP®, CFA®, and CPA advisors with over 5 years of experience, are dedicated to providing you with objective advice and robust planning tailored to your unique financial goals.

Medallion Wealth Management Inc. is a leading finance institution located at 2605 Nicholson Road in Sewickley, Pennsylvania, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we offer a wide range of services including investment management, financial planning, retirement planning, and more. Contact us today to learn how we can help you secure your financial future.

Merrill Lynch Financial Advisor Archie Leonard, located at 417 Thorn Street, Sewickley, Pennsylvania, United States, is a reputable finance institution with a team of talented and experienced individuals committed to providing exemplary client service. Recognized by Forbes for their exceptional wealth management teams, Merrill Lynch advisors are dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, the financial advisors focus on understanding the things that matter most to their clients, such as family, goals, and priorities. By taking the time to ask smart questions, listen carefully, and understand their clients' financial situations, the advisors help design customized financial strategies to help clients pursue their personal financial goals while managing investment risk effectively.

William Evancho is a dedicated financial advisor at RBC Wealth Management, located at 1605 Carmody Court in Sewickley, Pennsylvania. With years of experience in the finance industry, William provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or protect your assets, William Evancho is committed to providing professional and reliable guidance every step of the way. Contact William Evancho at RBC Wealth Management today to start planning for a secure financial future.

he global resources of Merrill Lynch, Financial Advisor Katherine D Larsen and The Larsen Group offer personalized wealth management services to high net worth individuals, families, businesses, and foundations. Located at 417 Thorn Street in Sewickley, Pennsylvania, United States, the team of seven professionals with over 100 years of combined experience is dedicated to helping clients achieve their financial goals. With a focus on goals-based financial strategies, the team takes a comprehensive approach to planning and investment advice, considering both sides of the balance sheet and coordinating investment, cash management, and lending needs. The team at The Larsen Group is committed to delivering superior investment performance and client service, aiming to have a meaningful and lasting impact on the lives of their clients. Through a systematic and disciplined wealth management process, the team works together with clients to customize financial approaches that align with their values, needs, and goals. By utilizing the Investment Personality Assessment and staying connected with clients to track changes in their lives and financial goals, the team at The Larsen Group helps clients pursue what matters most to them. Recognized for their exemplary client service, the team has received accolades such as Forbes "Best-in-State Wealth Management Teams" and "Top Women Wealth Advisors." With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Katherine D Larsen and The Larsen Group are dedicated to helping clients achieve their financial goals.

he global resources of Merrill Lynch, Financial Advisor Eric S Lewis and the Larsen Group at 417 Thorn Street in Sewickley, Pennsylvania, are dedicated to serving high net worth individuals, families, businesses, and foundations. With a team of highly experienced professionals, they provide personalized wealth management strategies to help clients achieve their financial goals. The team at the Larsen Group takes a comprehensive approach to planning and investment advice, focusing on understanding each client's values, needs, and goals. They believe in delivering superior investment performance and client service, with a mission to have a meaningful and lasting impact on the lives of their clients. The team has received recognition from Forbes for their exemplary client service, setting the standard for wealth management teams. By utilizing the Merrill Personal Wealth Analysis™, they can build and document a personalized plan centered on each client's goals and aspirations. With a focus on staying connected and adapting to changes in clients' lives and the financial markets, the team at Merrill Lynch Financial Advisor Eric S Lewis is committed to helping clients achieve their financial goals and live their lives fully and with purpose.

Located at 417 Thorn Street in Sewickley, Pennsylvania, Merrill Lynch Financial Advisor Toni Ann Sacco is a part of The Larsen Group, a goals-based wealth management team dedicated to serving high net worth individuals, families, businesses, and foundations. With a team of professionals with over 100 years of combined experience, they have served 200 households with over $987 million in assets. The team at The Larsen Group takes a comprehensive approach to planning and investment advice, customizing strategies to help clients achieve their financial goals. They believe in delivering superior investment performance and unsurpassed client service, aiming to have a meaningful and lasting impact on their clients' lives. The team is committed to staying up-to-date with advanced training and certifications to provide the best service possible. By starting every relationship with a conversation, they help clients identify and prioritize their goals, whether it's transferring wealth to the next generation, pursuing passions, or staying informed. Using the Merrill Investment Personality Assessment, they customize financial approaches to help clients pursue what matters most to them. The team believes in staying connected with clients to track changes in their lives and financial goals, ensuring they stay on track to achieve what's important to them. With a focus on personalized service and trust, Merrill Lynch Financial Advisor Toni Ann Sacco and The Larsen Group are dedicated to helping clients reach their financial goals.

Merrill Lynch Financial Advisor Samantha Burke is a finance institution located at 417 Thorn Street, Sewickley, Pennsylvania, United States. Samantha takes pride in her career as a financial advisor, with the ultimate goal of helping her clients achieve their financial, family, personal, and retirement goals. She believes in building personal relationships with her clients, rather than just transacting with them, and strives to add value to their lives beyond just their financial well-being. Samantha grew up in a big Italian family and values traditions such as cooking, making homemade sauce and wine, and spending time with loved ones. Family is incredibly important to her, and she also enjoys traveling, cooking, working out, and spending time outdoors. She is dedicated to making a genuine difference in her clients' lives and finds fulfillment in helping them reach their goals.

Matthew Mervosh, a financial advisor at Ameriprise Financial Services, LLC, located at 1603 Carmody Court in Sewickley, Pennsylvania, is dedicated to helping clients achieve their financial goals. With a focus on retirement planning and investment strategies, Matthew Mervosh offers personalized guidance to address common concerns such as income stability, market fluctuations, and inflation risks. Through the Retirement InteractiveSM tool, clients can explore potential challenges to their retirement income and gain valuable insights into their financial future. As a registered investment adviser with Ameriprise Financial Services, LLC, Matthew Mervosh provides expert advice on investment products and services, with a commitment to helping clients navigate the complexities of the financial market. By offering complimentary initial consultations, Matthew Mervosh aims to empower individuals to make informed decisions about their financial well-being.

Chris Benec, a financial advisor at Ameriprise Financial Services, LLC, located at 2100 Georgetown Drive in Sewickley, Pennsylvania, offers personalized financial advice to help you prepare for your future goals. With a focus on understanding what is important to you, Chris can assist with saving for college, planning for retirement, making smart investments, and more. By providing tailored advice, you can feel more confident and in control of your financial life. Background and qualification information for Chris Benec can be found on FINRA's BrokerCheck website. Additionally, Ameriprise Financial Services, LLC provides a Client Relationship Summary Disclosure for transparency.

Walnut Street Wealth Advisors and Physician Financial Located at 419 Walnut Street in the charming town of Sewickley, Pennsylvania, Walnut Street Wealth Advisors and Physician Financial is a premier financial services firm dedicated to helping individuals and businesses achieve their financial goals. Specializing in comprehensive financial planning, investment management, and retirement strategies, our team of seasoned advisors offers personalized solutions tailored to each client's unique needs.

Jonathan Sweet is a seasoned financial advisor operating under Ameriprise Financial Services, LLC, located conveniently in Sewickley, PA. With a commitment to providing personalized financial guidance, Jonathan offers a comprehensive suite of services designed to meet the diverse financial needs of individuals, retirees, small business owners, and families, including those with special circumstances such as domestic partnerships and special needs planning.

Lisa Brooks, a dedicated financial advisor at Ameriprise Financial Services, LLC, is committed to providing personalized financial guidance to help individuals and families achieve their financial goals. Located in Sewickley, PA, Lisa leverages a wealth of knowledge and a broad array of industry certifications to deliver comprehensive financial planning and asset management services.

Stirling Wealth Management of Janney Montgomery Scott is a premier financial advisory firm located at 2200 Georgetown Drive, Suite 400, Sewickley, PA 15143, United States. Specializing in comprehensive wealth management services, the firm provides personalized financial planning, investment management, and retirement strategies tailored to meet the unique needs and goals of each client. Leveraging the extensive resources and expertise of Janney Montgomery Scott, Stirling Wealth Management offers a client-centric approach, emphasizing trust, integrity, and long-term relationships. Whether you're looking to grow your assets, plan for retirement, or navigate complex financial landscapes, the dedicated professionals at Stirling Wealth Management are committed to guiding you towards financial success and security.

About the Business:

About the Business:

The Schmitt Evancho Wealth Management Group, located at 1605 Carmody Ct Suite 200, Sewickley, PA 15143, is a distinguished financial services business committed to providing exceptional wealth management solutions. As part of RBC Wealth Management, the firm is renowned for its long-standing heritage of financial integrity, strength, and stability, backed by high credit ratings and a robust balance sheet. The group emphasizes proactive risk management and maintains a strong liquidity position to ensure the security and growth of their clients' investments. Led by seasoned professionals Jeffrey Schmitt and William Evancho, both of whom are registered to conduct business across numerous states including AZ, CA, FL, NY, and TX, the team offers a comprehensive suite of financial services. These services include investment management and insurance products, which, while not FDIC insured, are designed to align with clients' financial goals and risk profiles. Through an affiliation with City National Bank, the group also offers banking products and services, ensuring a holistic approach to financial planning.

Antonio Aiello is a highly qualified Private Wealth Advisor operating under Ameriprise Financial Services, LLC, located in Sewickley, PA. With a robust portfolio of certifications and specializations, Antonio brings a wealth of knowledge and expertise in financial planning, asset management, and investment strategies tailored to meet the unique needs of each client.

Siegel and Company PC is a reputable accounting and finance institution located at 1606 Carmody Court in Sewickley, Pennsylvania, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to providing top-notch services and personalized attention to each client sets them apart in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Siegel and Company PC is dedicated to helping you achieve your financial goals.

Lincoln Investment Planning, located at 1606 Carmody Court in Sewickley, Pennsylvania, is a finance institution dedicated to helping investors and employers achieve their long-term financial goals. With a focus on offering quality investment, insurance, and retirement products, Lincoln Investment empowers their advisors to provide the service and support needed for success. In an exciting development, Lincoln Investment is expanding their partnership with BNY Mellon’s Pershing to enhance their custodial platform and provide financial professionals with access to Pershing X’s Wove wealth management platform. This technology suite will offer advanced solutions to support advisors in their work.

Chase Bank, located at 431 Broad Street in Sewickley, Pennsylvania, is a premier financial institution dedicated to serving the community with a wide range of banking and financial services. As a branch of JPMorgan Chase Bank, N.A., a wholly-owned subsidiary of JPMorgan Chase & Co., Chase Bank brings a wealth of experience and a commitment to excellence in financial services. Services Offered:

Welcome to Chase ATM located at 431 Broad Street in the picturesque town of Sewickley, Pennsylvania. This convenient ATM location provides a range of financial services to meet your everyday banking needs, from cash withdrawals and deposits to balance inquiries and more. As a part of JPMorgan Chase Bank, N.A., one of the leading global financial institutions, you can trust in the security and reliability of our services. Chase is committed to supporting local businesses and offers comprehensive Business Banking solutions. Our team of business professionals is dedicated to helping improve cash flow, providing credit solutions, and managing payroll. Additionally, Chase provides online and mobile services, business credit cards, and payment acceptance solutions tailored specifically for businesses.

Michael Brocks & Co is a reputable accounting and finance institution located at 415 Beaver Street in Sewickley, Pennsylvania, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, the experts at Michael Brocks & Co are dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch service to their clients.

The Steel City Group at Morgan Stanley is a leading financial institution located at 2100 Georgetown Drive in Sewickley, Pennsylvania. As part of the renowned Morgan Stanley brand, we provide expert financial services and investment opportunities to clients in the Steel City and beyond. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized advice and strategic planning. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Steel City Group at Morgan Stanley is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial aspirations.

Raymond James is a renowned finance institution located at 2200 Georgetown Drive in Sewickley, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and financial planning solutions to help individuals and businesses achieve their financial goals. Whether you are looking for wealth management, retirement planning, or investment advice, Raymond James has a team of experienced professionals ready to assist you every step of the way. Visit their office in Sewickley to learn more about how Raymond James can help you secure your financial future.

UBS Financial Services Inc. is a leading finance institution located at 2200 Georgetowne Drive in Sewickley, Pennsylvania, United States. With a strong reputation for providing top-notch financial services, UBS offers a wide range of financial products and solutions to help individuals and businesses achieve their financial goals. From wealth management and investment advisory services to retirement planning and estate planning, UBS is committed to delivering personalized and comprehensive financial solutions to its clients. With a team of experienced financial professionals, UBS Financial Services Inc. is dedicated to helping clients navigate the complexities of the financial world and secure their financial future.

Socius Family Office is a prestigious finance institution located at 2605 Nicholson Road in Sewickley, Pennsylvania, United States. Specializing in providing comprehensive financial services to high-net-worth individuals and families, Socius Family Office offers tailored solutions to help clients manage and grow their wealth effectively. With a team of experienced professionals and a commitment to personalized service, Socius Family Office is dedicated to helping clients achieve their financial goals and secure their financial future.

Zahn Financial Services, LLC is a finance institution located at 2100 Georgetown Drive in Sewickley, Pennsylvania, United States. Our team of experienced financial professionals is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, we are here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.