1106 Ohio River Boulevard
412-741-5556 ext. 205
412-741-5556 ext. 203
Administrative Assistant to Brian
412-741-5556 ext. 202
Administrative Assistant for Gary
412-741-5556 ext. 204
Administrative Assistant to Bob
CPA, Financial Advisor
There are and should be differences in the way advisors recommend solutions for their clients. After all, each circumstance is unique.
Independent practices are owned by the principals or partners of the firm. We are not employees of a larger firm and do not have any obligations to use proprietary products. This allows us to offer advice based on the clients specific needs.
We can offer a comprehensive look at your financial affairs. Because we are relationship oriented, we can take the time that is needed to understand your goals. Once we understand your financial picture we can recommend steps to take to ensure that each piece is integrated and aligned with your overall objective.
Because of our relationship with our broker dealer, we have a strong connection with other independent practices across the nation. This network provides us access to some of the leading independent practices here domestically. They provide us a community to share our best practices and grow our business by helping you.
Independence gives us the freedom to objectively choose the right solutions and provide clarity for your circumstance.