Awards
2025 Forbes Best-In-State Wealth Management Team
For the third straight year, our team was named to the Forbes list of Best-In-State Wealth Management Teams in 2025
2024 Forbes Best-In-State Next-Gen Wealth Advisor
Ryan was recognized as a Forbes Best-In-State Next-Gen Wealth Advisor in 2024
2024 Forbes Best-In-State Wealth Management Team
For the second straight year, our team was named to the 2024 Forbes list of Best-In-State Wealth Management Teams
Our Team
For over 70 years, our family's business has focused on helping our clients manage their "family business."
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
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.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Pittsburgh Melanoma Foundation
Our team has sponsored and participated in the Pittsburgh Melanoma Foundation's annual 5k for nine straight years.
Three Rivers Adaptive Sports
Our group has sponsored the organization's annual Water Sports Clinic at Conneaut Lake for seven straight years.
St. Catherine Labouré Parish
Ryan and Dan are active members of St. Catherine Labouré Parish in Upper St. Clair.
Video Library
Considerations for Stay-at-Home Parents
Even though one parent doesn't have an income, they can still (and should when possible) save for retirement
10 Years to Retirement
Items to consider NOW to free up your time LATER to focus on what you want to do in retirement
Q2 2025 Quarterly Update
We provide perspective on recent volatility, address the main questions the markets are hoping to answer moving forward and look ahead to a very busy quarter.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 05, 2025
Join us this Saturday, May 10, from 9 am to 1 pm, for our annual Shred Event, Food Drive and (new this year) Open House!
Cross "spring cleaning" off your to-do list, show your support for a great local organization and, at the same time, come tour our new branch office on the 4th Floor of our building at 375 Southpointe Blvd, Canonsburg, PA 15317. We will be accepting donations for the benefit of the Greater Washington County Food Bank. Refreshments will be provided.
See you there!
May 01, 2025
Leveraging Annuities During Market Uncertainty
Annuities can be a powerful tool for securing your investments—offering asset protection, tax deferral, guaranteed income, and peace of mind. Read this article to learn more.
April 29, 2025
The Washington Update with Jeff Bush
Our exclusive virtual event will highlight: How election outcomes influence policy directions and investor sentiment. The budget debate and how it shapes legislative priorities and influences market trends. Expected changes from the expiration of the Tax Cuts and Jobs Act and implications for individuals and businesses, and a look at the U.S.-China relationship and its impact on key industries and investment strategies.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.