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Find Retirement Advisors for Retirement Planning in Monroeville, Pennsylvania

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 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.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Monroeville, Pennsylvania

Last Updated - March 12, 2025

Monroeville has 4 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 32 years of experience.

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List of Qualified Retirement Planning Advisors in Monroeville, Pennsylvania

VERIFIED

Michael Marion
CFP^®
Marion Wealth Management

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

Minimum Assets Required
Not Specified

Address

2790 Mosside Blvd,
Suite 640,
Monroeville, PA 15146 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Transparent Financial Solutions
CFP^®, CLU^®, ChFC^®

Qualifications
CRD# 2201485
Firm CRD# 110826
Series 6, 7, 63, 65

Minimum Assets Required
$100,000

Address

225 W Station Square Dr,
Pittsburgh, PA 15219 See Details

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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

1605 Carmody Court, Building IV,
Suite 100,
Sewickley, PA 15143 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

945 Windham Court,
Suite 2,
Boardman, OH 44512 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

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

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	2790 Mosside Boulevard, Suite 530 Monroeville, PA, 15146	$421,922,781	3108	36	A Percentage of AUM, Hourly charges, Fixed Fees
2	3824 Northern Pike, Suite 450 Monroeville, PA, 15146	$417,054,484	805	5	A Percentage of AUM, Hourly charges, Fixed Fees
3	2790 Mosside Blvd, Suite 640 Monroeville, PA, 15146	$333,105,354	1167	6	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Monroeville, Pennsylvania

INVICTA ADVISORS LLC

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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

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SANTORI & PETERS

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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

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MARION WEALTH MANAGEMENT

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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

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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