Overview

We are a well-established RIA with a great reputation in Pittsburgh and abroad. That reputation is based upon a strong commitment to our clients. We care about our clients like family and strive to provide them exceptional value in every aspect of our comprehensive service offering.

We are looking to continue to grow both our client base and our team. Over the years, our firm has implemented succession planning at every level within our company to ensure continuity for our clients and team. For this reason, we may be a good option for an advisor looking to "plug-in" to a succession plan that is already fully developed, or an advisor who is looking to sell his or her practice today.

We were previously associated with a broker dealer prior to converting to a full fee-based RIA. Because of our experience in this type of transition, we are open to opportunities with individuals in the B/D and RIA environment.

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Advisor/RIA
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this month

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