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Find Best Financial Advisors in Monroeville, Pennsylvania

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Monroeville is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Monroeville & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Monroeville?

Looking for a qualified financial advisor in Monroeville? We can help you by narrowing down your options & listing the best financial advisors in Monroeville as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Monroeville near you with the list of certified and vetted Monroeville financial advisors.

List of Qualified Financial Advisors in Monroeville, Pennsylvania

advisor-photo

Rebecca Pawuk

Edelman Financial Engines, LLC

651 Holiday Drive
Building 5, Suite 400

Pittsburgh, PA 15220

724-900-2927

advisor-photo

Rebecca Pawuk

Edelman Financial Engines, LLC

1605 Carmody Court
Building IV, Suite 100

Sewickley, PA 15143

724-900-2927

Top Financial Advisor Firms in Pennsylvania (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
SANTORI & PETERS
3824 Northern Pike, Suite 450 Monroeville, PA 15146
105978 $476,412,522 819 A percentage of AUM
Hourly charges
Fixed fees
INVICTA ADVISORS LLC
2790 Mosside Boulevard, Suite 530 Monroeville, PA 15146
298868 $421,900,830 2017 A percentage of AUM
Hourly charges
Fixed fees
MARION WEALTH MANAGEMENT
2790 Mosside Blvd, Suite 640 Monroeville, PA 15146
315730 $232,217,363 879 A percentage of AUM

Additional Financial Advisors in Pennsylvania

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Barry E Numerick
Inquire with Barry
1 Monroeville Center, Suite 1010 Monroeville, PA 15146 412-380-8036
Garrett Peter Helfritch
Inquire with Garrett
2790 Mosside Blvd, Ste 620 Monroeville, PA 15146 412-646-1834
Michael Anthony Carretta
Inquire with Michael
2790 Mosside Blvd, Ste 620 Monroeville, PA 15146 724-519-7526
Timothy J Gardner
Inquire with Timothy
3824 Northern Pike, Ste 850 Monroeville, PA 15146 412-374-7400
Gardner & Associates
Inquire with Gardner
3824 Northern Pike, Ste 850 Monroeville, PA 15146 412-374-7400
Matthew Orman
Inquire with Matthew
2790 Mosside Blvd, Ste 620 Monroeville, PA 15146 412-646-1834
Robert A Caldwell
Inquire with Robert
4055 Monroeville Blvd, Ste 430 Monroeville, PA 15146 800-439-6094
Matthew Eisenhuth
Inquire with Matthew
2790 Mosside Blvd, Ste 620 Monroeville, PA 15146 724-519-7526
The Orman Helfritch Group
Inquire with Orman
2790 Mosside Blvd, Ste 620 Monroeville, PA 15146 412-646-1834
Morgan Stanley Financial Advisors
Inquire with Morgan
1 Monroeville Center, Suite 1010 Monroeville, PA 15146 412-373-3100

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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