Personal Financial Advisors & Consultants Near You
Our financial advisors help you plan for the future you want, from retirement and investing to education and income planning. Each advisor is local, so you can meet someone who understands your community. Enter your zip code to find an advisor near you.
Investment Services Leadership Team
Financial Advisors
How To Choose An Advisor
A good advisor relationship starts with a conversation. When you reach out, it helps to think about your goals (retirement, a child's education, managing an inheritance) and to ask a few simple questions: What is your experience with situations like mine? How do you approach planning? How are you compensated? Our investment services overview shows the areas advisors can help with, including retirement planning, annuities, managed money and mutual funds, and education planning. For more comprehensive needs, our strategic wealth management team can help as well.
What The Letters After Their Names Mean
You will see credentials on many advisor profiles. A few common ones: CFP® (Certified Financial Planner), CRC® (Certified Retirement Counselor), RICP® (Retirement Income Certified Professional), and MBA (Master of Business Administration). These reflect additional training in financial planning and retirement income.
Frequently Asked Questions
An advisor helps you set financial goals and build a plan to reach them, covering investing, retirement, income planning, and more. They can manage investments on your behalf or coach you through decisions.
Enter your zip code in the advisor search to see local advisors, then reach out by phone or email using the contact details on their profile.
Contact an advisor directly from their profile or ask any branch to connect you.
Advisor compensation varies by the products and services involved.
No. Advisors work with people at many stages, from those just starting to invest to those planning retirement. A first conversation is a no-pressure way to see how they can help
Important Disclosures
Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. First Commonwealth Advisors is a trade name of the First Commonwealth Bank. Osaic Institutions and First Commonwealth Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.