Home page hero banner
Awards
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
2023 Forbes Best-In-State Wealth Management Team
Our team was named to Forbes' first-ever Best-In-State Wealth Management Teams list
2020 Forbes Best-In-State Wealth Advisor
Dennis was named to the 2020 Forbes Best-In-State Wealth Advisors List
Our Team
For over 70 years, our family's business has focused on helping our clients manage their "family business."
... Read more.
Read less.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
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.
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
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 seven straight years.
Three Rivers Adaptive Sports
Our group has sponsored the organization's annual Water Sports Clinic at Conneaut Lake for five straight years.
St. Catherine Labouré Parish
Dennis, Ryan and Dan are all active members of St. Catherine Labouré Parish in Upper St. Clair.
Video Library
Catch-Up Contributions
A brief recap of the benefits of catch-up contributions and how the rules for them will be changing in the near future.
Q2 2024 Quarterly Update
We recap another strong rally for the markets and look ahead at what's driving the markets moving forward.
Q1 2024 Quarterly Update
We recap the rally that punctuated a stellar year and look ahead to what 2024 has on tap - on location from Philly!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2024
Planning Strategies for Remaining 529 Balances
Did you know that if you saved more for college than you needed, new changes to 529 plans allow for unused or leftover savings to be rolled into the beneficiary’s Roth IRA?
April 29, 2024
April is Financial Literacy month and, to celebrate, Dan had the privilege of speaking with a handful of Business 101 classes on the subject of Personal Finance last week at Peters Township High School.
This is part of the regular work Dan does in our area and in his hometown in Ohio to help educate the next generation on these topics. Our whole team thanks Mr. Good for the opportunity to once again speak with such a bright group of young people!
Office Information