About Pittsburgh Financial Planners, Inc.
<p>Working from Bridgeville in the Pittsburgh metro area, Pittsburgh Financial Planners, Inc. is a fee-only Registered Investment Advisor (RIA) that focuses on retirement planning and investment management for individuals and families across Pennsylvania.</p> <p>Founded in 2022, the firm provides financial planning and wealth strategy with an emphasis on clear, objective guidance and detailed follow-through. As of 2026, Pittsburgh Financial Planners reports $0.2B in assets under management (AUM).</p> <p>Clients use the firm to organize their financial accounts and documents, set priorities, and build an action plan that ties investments to real-world decisions like retirement timing and risk tolerance. Planning work often includes coordinating estate planning, insurance needs, and tax considerations as part of the overall strategy.</p> <p>One differentiator is its fee-only structure, which supports advice that is not tied to commissions, alongside a planning-first approach that translates goals into a practical roadmap.</p> <ul> <li>Fee-only RIA investment management and portfolio oversight</li> <li>Retirement planning and long-term income strategy</li> <li>Wealth strategy and ongoing financial planning</li> <li>Estate, insurance, and tax-focused planning coordination</li> <li>3(21) fiduciary services for retirement plans through <a href="/retirement-plans">retirement plan providers</a></li> </ul>
Website: https://www.pfpria.com/
Founded: 2022
Office Locations
- Bridgeville, PA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $160.6M