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Schedule your COMPLIMENTARY consultation with one of our fee-only investment advisors. We will create a custom, all-inclusive investment plan based on your financial goals and personal desires.

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(412) 281-1470

100 First Avenue, Suite 1010
Pittsburgh, PA 15222

 

Schedule your COMPLIMENTARY consultation with one of our fee-only investment advisors. 

We will create a custom, all-inclusive investment plan based on your financial goals and personal desires.

 

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Brian Werner CFA®, CFP® manages the office and provides Pittsburgh-based wealth management services to our clients.  Brian and his team provide independent, conflict-free Pittsburgh based financial planning and Pittsburgh based investment services to our Western, PA clients.

As Pittsburgh Financial Advisors. we act as Fiduciaries, always putting the goals and objectives of our clients before our own.  Furthermore, as Pittsburgh Financial Planners we do not accept compensation from third Parties for any of our services.  We believe that this method is the only way wealth management services should be delivered. Our core value of “we invest in you before you invest with us” is the key to our culture. We know that every client situation is unique, and every client deserves our complete and collective expertise and attention.  We look forward to listening to you and developing Pittsburgh-centric strategies to meet your financial goals.