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Laurel Highlands Wealth Advisory Group
Awards
2026 Forbes Best-in-State Wealth Management Team
Laurel Highlands Wealth Advisory Group has been recognized as a Best-in-State Wealth Management Team by Forbes.
Tim Brown, CFP® named one of 100 Next-Gen Advisors to Watch by AdvisorHub
Timothy R. Brown, CFP®, Financial Advisor, has been named a Next-Gen Advisor to Watch by AdvisorHub. “Congratulations to Tim for receiving this prestigious recognition, which is a testament to his commitment to offering the highest standard of success in financial relationships. Tim represents the best of our industry.”, said Kevin Reed, President, Private Client Group.
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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John F. Coleman, AWMA®
First Vice President / Investments, Branch Office Manager
Jeffrey D. Costelnock
First Vice President / Investments, Financial Advisor
Geremy L. Hoover, CFP®, CLU®
Vice President/Investments, Financial Advisor
Timothy R. Brown, CFP®
Financial Advisor
Lisa M. Ritsko
Senior Registered Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Comprehensive Financial Planning
Our group, the Laurel Highlands Wealth Advisory Group, believes every client journey begins with a plan. Our financial planning process helps us to understand our client’s goals and priorities and develop a customized plan to help achieve those goals.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Office Information
Office hours:
Monday - Friday: 9am - 5pmMeetings are by appointment.Please contact our group to schedule a time. Street parking is available on Beeson Boulevard and Church Street.
Phone:
Toll-free:
Fax: