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Frequently Asked Questions

Common Questions

That Can Help You Make Informed Decisions

Why should we hire you?

We are experienced, pride ourselves in providing exceptional service, and explain complex topics in a way that is easy to understand. If we are not the right fit for you, we can help you find an advisor that is!

How does your fee structure work?

We are a fee-only investment advisor. This means our fees are transparent. We do not receive commissions or get kickbacks for putting you into investment or insurance products. Click here to review our fees.

What services do I receive as a client?

We offer a wide range of services, including portfolio design and construction, discretionary investment management and financial planning. See our service offering for more details.

I do not live in Pittsburgh, can I still work with you?

Yes.  Though we are located in Pittsburgh, we have many clients throughout the country.  We can meet with clients in person, via conference call, or virtual.  

What is the process to become a client?

Detailed below is our onboarding process:

What is a fiduciary?

Our firm serves in a fiduciary capacity which means we are always required to act in your best interest. It is one of the reasons we started our firm. Like you, we agree that it is ridiculous if an advisor is not acting in your best interest!

Have Additional Questions?

Contact Us