To help our clients make wise decisions to live a fulfilling life.
Pittsburgh Financial Planners, Inc. (PFP) is a financial planning firm rooted in Pittsburgh, Pennsylvania. Founded in 1983, we've been guiding individuals and business owners towards financial clarity and security for over four decades.
Our Mission
Our mission is to empower clients to make informed financial decisions by providing personalized guidance, strategies, and support. We believe financial planning should be a collaborative process, built on trust and understanding your unique goals and aspirations.
What We Do
We organize your financial life, personalize your strategy, and create a roadmap for achieving your financial goals. Our comprehensive approach covers all aspects of your financial well-being, including:
- Organization: We begin by taking a thorough inventory of your financial assets, liabilities, and values to establish a clear starting point.
- Personalization: We work closely with you to understand your unique financial goals, risk tolerance, and aspirations.
- Strategizing: We develop a personalized financial plan that aligns with your objectives and integrates various strategies such as investment management, estate planning, risk management, and tax optimization.
Our Approach
Independent and objective, we prioritize your needs over any specific products or services. We leverage our expertise to:
- Stay independent: We are not tied to any particular financial institution or product, allowing us to provide unbiased recommendations.
- Focus on details: We meticulously track your investments, transactions, and progress to ensure accuracy and efficiency.
Our Team
Our experienced team of professionals comprises highly qualified Certified Financial Planners (CFP) and investment professionals. We are dedicated to providing personalized attention, clear communication, and ongoing support throughout your journey.
Client Relationship Summary
At PFP, we value open communication, active collaboration, and responsiveness. We believe in building strong, lasting relationships with our clients through:
- Active listening and understanding your needs
- Regular progress updates and communication
- Responsive and personalized responses to your questions and concerns
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