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Find The Best Financial Advisors in Sewickley, Pennsylvania

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

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 Sewickley is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Sewickley & pick the one as per your needs

How To Find The Best Financial Advisors in Sewickley, Pennsylvania
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Sewickley, Pennsylvania, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and 5 non-vetted financial advisors in Sewickley, Pennsylvania, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Sewickley, Pennsylvania have an average of 32 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Sewickley, Pennsylvania

Edelman Financial Engines, LLC

877-208-7414

Address

1605 Carmody Court, Building IV,
Suite 100,
Sewickley, PA 15143 See Details

Transparent Financial Solutions

412-783-1837

Address

225 W Station Square Dr,
Pittsburgh, PA 15219 See Details

Michael Marion

Marion Wealth Management

412-372-3849

Address

2790 Mosside Blvd,
Suite 640,
Monroeville, PA 15146 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

945 Windham Court,
Suite 2,
Boardman, OH 44512 See Details

Top Financial Advisor Firms in Sewickley, Pennsylvania (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
FRAGASSO FINANCIAL ADVISORS 2200 Georgetown Drive, Suite 302 Sewickley, PA, 15143	123255	$2,422,371,738	5442	A percentage of AUM, Fixed fees
ROBLE, BELKO AND COMPANY, INC. 1603 Carmody Court, Suite 401 Sewickley, PA, 15143	123286	$1,075,569,668	1048	A percentage of AUM, Fixed fees
AUFMAN ASSOCIATES INC 2200 Georgetown Drive, Suite 401 Sewickley, PA, 15143	104622	$808,380,423	240	A percentage of AUM, Fixed fees
ROOTSTOCK ADVISORS 2605 Nicholson Road, Building 5, Suite 5240 Sewickley, PA, 15143	167665	$495,865,179	191	A percentage of AUM, Fixed fees
JMS CAPITAL GROUP WEALTH SERVICES, LLC 417 Thorn Street, Suite 300 Sewickley, PA, 15143	281325	$143,844,876	407	A percentage of AUM, Fixed fees

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Find The Best Financial Advisors in Sewickley, Pennsylvania

How To Find The Best Financial Advisors in Sewickley, PennsylvaniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Sewickley, Pennsylvania

Edelman Financial Engines, LLC

Address

Transparent Financial Solutions

Address

Michael Marion

Marion Wealth Management

Address

Edelman Financial Engines, LLC

Address

Top Financial Advisor Firms in Sewickley, Pennsylvania (Ranked by AUM)

Select other cities around Sewickley, Pennsylvania to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Sewickley, Pennsylvania
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy