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BEST RATED PITTSBURGH, PA FINANCIAL SERVICES

3 Best Financial Services in Pittsburgh, PA

Expert-recommended Top 3 Financial Services in Pittsburgh, Pennsylvania. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Carson Wealth - Pittsburgh, PA Financial Services - Professional Team Image
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Best Financial Services in Pittsburgh PA - Carson Wealth video
9+ YEARS IN TBR
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CARSON WEALTH

(4.8 Score)
1 Bigelow Square, 20th Floor,
Pittsburgh, PA 15219 Directions

Since 1983

Specialty:

✓ Financial Planning ✓ Retirement Planning ✓ Investment Management ✓ Private Client Services ✓ Business Ownership ✓ Tax Planning ✓ Insurance ✓ Estate Planning ✓ Education Savings ✓ Retirement Accounts ✓ Portfolio Management

"Carson Wealth is a financial advisory firm that can help ensure every aspect of your financial life is addressed in a comprehensive and objective manner, allowing you to live a simpler, more productive life. They are committed to helping you feel confident in your financial situation. Omani Carson is the Founder and Chairman of Carson Group. Having made this shift and experienced the profound joy, success, and opportunities that came with it, he is dedicated to helping others achieve the same and find freedom and fulfillment in their own lives. Carson Wealth explains their fee structure so you can have confidence that you’re receiving the value you deserve.

2026 Update: Carson Wealth provides the complex simple for clients, all while keeping their best interests at the forefront. They give advice in a common language, and they surround themselves with stakeholders who are committed to doing the same."

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License #11563590-0161

Contact:

(412) 904-2017

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Equilibrium Wealth Advisors - Pittsburgh, PA Financial Services - Portrait
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Best Financial Services in Pittsburgh PA - Equilibrium Wealth Advisors video
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EQUILIBRIUM WEALTH ADVISORS

(4.8 Score)
381 Mansfield Avenue, Suite 200A,
Pittsburgh, PA 15220 Directions

Since 2020

Specialty:

✓ Asset Allocation ✓ Wealth Management ✓ Company Stock Option Optimization ✓ 401(k)/403(b) Analysis ✓ 401(k) Planning ✓ Profit Sharing ✓ SEP IRA ✓ Tax Efficiency Planning ✓ Financial and Distribution Planning ✓ Retirement Planning ✓ College Planning ✓ Life Insurance ✓ Disability Insurance ✓ Long-term Care Insurance Planning ✓ Employer Benefits ✓ Trust Planning Services ✓ Social Security Analysis ✓ Long-term Health Care Planning ✓ Roth Conversion Analysis ✓ Financial Planning ✓ Insurance Planning ✓ Trust and Estate Planning ✓ Tax Preparation Services ✓ Distribution Planning

"Equilibrium Wealth Advisors is a Registered Investment Advisory firm that acts as a fiduciary to all clients that it serves. Matthew Blocki is the CEO and founder of Equilibrium Wealth Advisors. Matt completed a double major in accounting and finance from Geneva College, where he also played basketball. He has earned the following designations: Certified Financial Planner®, Chartered Financial Consultant®, and Retirement Income Certified Professional (RICP®). He is a member of the Pennsylvania Institute of Certified Public Accountants (PICPA) and is active in several Pittsburgh-based nonprofits, including cancer research. Jaykob Williams is the chief operating officer of Equilibrium Wealth Advisors. Equilibrium Wealth Advisors provides an integrated, stress-free approach to help you focus on your current and future goals related to wealth management. More specifically, they primarily work with physicians, business owners, executives, and retirees. They are providing 15-minute consultations to their clients.

2026 Update: Equilibrium Wealth Advisors offers virtual consultations and provides full access to their advisory team."

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License CRD #308977

Contact:

(412) 288-2363 (412) 501-4765

Mon-Fri: 8am - 6pm
Sat & Sun: Closed

TBR® Inspection Report:

Coleman Financial Services, LLC - Pittsburgh, PA Financial Services - Portrait
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5+ YEARS IN TBR
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COLEMAN FINANCIAL SERVICES, LLC

(4.8 Score)
61 McMurray Road, Suite 200,
Pittsburgh, PA 15241 Directions

Since 1985

Specialty:

✓ Financial Planning ✓ Model Portfolio Management ✓ Tax Strategy ✓ College Savings ✓ Estate Planning ✓ Insurance Planning ✓ Investment ✓ Asset Management

"Coleman Financial Services, LLC is a family-owned wealth management firm dedicated to helping individuals, families, and small businesses achieve peace of mind for their future. Glenn Coleman is the owner of Coleman Financial Services LLC. Glenn’s passion for providing financial care and rock-solid reliability to his clients is what has driven his success for over 40 years in the industry. His clients and business are the fuel that continues to spark his passion today. Coleman Financial Services LLC provides tailored financial strategies that focus on long-term security, growth, and sustainability via personalized and compassionate service. Their mission is to empower their clients with the knowledge and tools they need to make informed decisions, ensuring a comfortable and stress-free retirement. They treat every client like family, building lasting relationships based on trust, integrity, and a commitment to their financial success.

2026 Update: Coleman Financial Services, LLC has been providing portfolio management and financial services to clients for over 30 years."

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License #1043371

Price:

One Time Financial Planning Services
From $125
Upto $25,000
Financial Planning Services (Plans And Consultations) Per Hour
From $35
Upto $300
Financial Planning Services For Periodic
From $50
Upto $25,000
Asset Management Services
From 0.50%
Upto 2.50%

Contact:

(412) 835-8003

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Frequently Asked Questions About Financial Services in Pittsburgh, PA
Your detailed and factual answers win more customers, highlight your expertise, build trust, and set you apart from competitors

Carefully selected questions to evaluate important aspects. Comparing the answers helps you choose the service that best suits your needs.

1. Do you offer personalized financial planning services, including investment advisory and portfolio management?
Carson Wealth - Submit now
Equilibrium Wealth Advisors
Yes. We provide personalized financial planning, investment advisory, and portfolio management services tailored to each client’s goals, values, and financial circumstances.
Coleman Financial Services, LLC - Submit now
2. What is the full process from initial consultation to creating and implementing a financial plan? 3. How do you evaluate a client's financial situation and create customized investment or wealth management strategies? 4. How do your financial planning approaches differ for individuals, high-net-worth clients, and small business owners? 5. What licenses, certifications, registrations, and compliance standards do your financial advisors follow in Pittsburgh, PA? 6. How do you integrate investment management, tax planning, insurance, and retirement planning into a unified financial strategy? 7. What is the typical fee or cost range for financial advisory and wealth management services in Pittsburgh, PA? 8. How long does it typically take to develop and implement a financial plan? 9. On average, how many clients or portfolios does a financial advisor manage at one time? 10. What advisory support, data security measures, portfolio monitoring tools, and client communication methods do you offer as part of your financial services in Pittsburgh, PA?

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CARSON WEALTH REVIEWS

t has been a great experience working with the folks at Carson Wealth. My wife & I went to a free Carson Wealth retirement seminar last year. Hearing Neal explain their approach of managing retirement funds got us thinking, we need a local financial advisor, not an online advisor, (a different person each time you call with a question) We did some research on money managers and Carson Wealth checked all the boxes. It has been one year now and we have got to meet and work with Neal’s team. James, Nate, and Heather have been so helpful and responsive. We have rolled some funds and they were instrumental of making this process much easier than doing it ourselves. We just had our one year review of our portfolio which was beneficial. We really like using the Carson Wealth Dashboard to review our portfolio. It gives you sound insights of your investments and your retirement picture. With several years of work before retirement we feel confident our retirement is in good hands at Carson Wealth.

My husband and I began working with Carson primarily to discuss the feasibility of me retiring a couple of years earlier than planned. The team at Carson spent so much time with us reviewing our complete financial picture, and showing us a path to a secure financial future - which happily included early retirement. James, and teammates Nate and Danielle, have been wonderful to work with, and Heather is always a pleasure. What we are most happy about is that even though the Carson organization has the size and scope to ensure stability and expertise in the market, the Pittsburgh team is hands-on, personable, and always available to answer any questions that we might have. We love the personal touch.

Mr McGrath is a "most" competent professional ...not only fully aware of market potential and investment opportunities but more importantly, he coordinates those variables to the personal situation(s) for each client with routine follow up to assure any life changes are addressed as they may occur. He becomes more than an advisor - he becomes family.

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EQUILIBRIUM WEALTH ADVISORS REVIEWS

Having had two previous financial planners has put into perspective what a financial planning organization should REALLY do for a client. I have felt my future is secure and well planned by the EWA team. Matt Blocki and his team have always made me feel comfortable and are patient in explaining the importance of having diversity in my investments. There has always been excellent communication between parties. The team is extremely personable and knowledgeable. I have trust in EWA to hold my finances in strict confidence and am confident they are always looking out for my best interest. I found a team that I highly regard and would refer EWA to anyone in need of handling their financial future.

The people we have worked with at EWA are incredible. They provide excellent financial advice without judgement or pressure. They take time to understand our values and priorities and provide clear information to help us reach our goals. They truly care about their work and their clients.

Excellent wealth management firm! Very timely, detailed, and thorough. Spends time explaining everything about their game plan for the future. Have already recommended them.

COLEMAN FINANCIAL SERVICES, LLC REVIEWS

I have had the pleasure of working with Mike for 3 years and can confidently say that he is an exceptional financial advisor. His expertise and client specific strategic approach instill confidence and enthusiasm in investing in your future. His guidance is both practical and personalized providing thoughtful recommendations without pressure, allowing clients to make informed decisions at their own pace. What truly sets him apart is his genuine interest in the well-being of those he works with—he takes the time to understand each client’s goals, concerns, and unique circumstances. His professionalism, integrity, and commitment to long-term success make him a trusted partner in financial planning.

Working with Michael has been a wonderful experience. He is extremely professional, kind, informative and accommodating. He keeps in touch and communicates well. He has a refreshing perspective and we look forward to a lasting relationship. We would highly recommend Michael and Coleman Financial services.

Working with Michael for my retirement planning and investment planning had been both enjoyable and profitable. I highly recommend Coleman Financial Services LLC.

TBR® Inspection Score Report

CARSON WEALTH Total Inspection Points: 116/120
Acknowledgments: 8
Complete Info: 8
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10

TBR® Inspection Score Report

EQUILIBRIUM WEALTH ADVISORS Total Inspection Points: 115/120
Experience: 7
Complete Info: 8
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

COLEMAN FINANCIAL SERVICES, LLC Total Inspection Points: 114/120
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 8
Business Images: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10