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Find Retirement Advisors for Retirement Planning in Monroeville, Pennsylvania

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

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Finding the Best Retirement Planners in Monroeville, Pennsylvania

Last Updated - April 14, 2024

Monroeville has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Monroeville, Pennsylvania have an average of 24 years of experience.

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List of Qualified Retirement Planning Advisors in Monroeville, Pennsylvania

advisor-photo
vector.svg VERIFIED

Michael Marion
CFP®
Marion Wealth Management

Qualifications
CRD# 2076025
Firm CRD# 315730
Series 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

advisor-photo

Qualifications
CRD# 5594657
Firm CRD# 6413
Series 6, 7, 63, 65

Minimum Assets Required
$150,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

advisor-photo
vector.svg VERIFIED

Rebecca Pawuk
Edelman Financial Engines, LLC

Qualifications
CRD# 5519119
Firm CRD# 104510
Series 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based

Top 3 Retirement Planning firms in Monroeville, Pennsylvania (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
INVICTA ADVISORS LLC
2790 Mosside Boulevard, Suite 530
Monroeville, PA, 15146
$421,922,781310836
A Percentage of AUM, Hourly charges, Fixed Fees
2
SANTORI & PETERS
3824 Northern Pike, Suite 450
Monroeville, PA, 15146
$417,054,4848055
A Percentage of AUM, Hourly charges, Fixed Fees
3
MARION WEALTH MANAGEMENT
2790 Mosside Blvd, Suite 640
Monroeville, PA, 15146
$333,105,35411676
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Monroeville, Pennsylvania

QualificationsFirm CRD# 298868

Assets Under Management $421,922,781

No. Of Clients3108

Clients Per Financial Advisor86

INVICTA ADVISORS LLC is a financial advisory firm situated in Monroeville, Pennsylvania. With a nearly $422M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3108 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

QualificationsFirm CRD# 105978

Assets Under Management $417,054,484

No. Of Clients805

Clients Per Financial Advisor161

SANTORI & PETERS is a financial advisory firm situated in Monroeville, Pennsylvania. With a nearly $417M assets under management, the firm specializes in crafting personalized retirement planning solutions for 805 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 315730

Assets Under Management $333,105,354

No. Of Clients1167

Clients Per Financial Advisor195

MARION WEALTH MANAGEMENT is a financial advisory firm situated in Monroeville, Pennsylvania. With a nearly $333M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1167 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

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