Finding a Top Financial Advisor Firm in Canonsburg, Pennsylvania
If you’re looking for a financial advisor in Canonsburg, Pennsylvania, we can help. SmartAsset’s financial experts vetted all registered investment advisors (RIAs) in Canonsburg to find the top firms. You can also use our free financial advisor matching tool to connect with up to three advisors who serve your area.
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What We Use in Our Methodology
To find the top financial advisors in Canonsburg, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Grant Street Asset Management
Grant Street Asset Management, Inc. is a fee-only advisory firm that works with various types of clients including individuals with and without high net worths, charitable organizations and profit-sharing plans. CEO Kristen E. Jackson, a chartered financial analyst (CFA), leads the firm’s team, which also includes a chartered alternative investment analyst (CAIA). The firm requires a $500,000 minimum investment for advisory services.
As a fee-only firm, compensation comes from only the firm charges clients. They don’t earn sales commissions from third-party entities.
Grant Street Asset Management Background
Grant Street Asset Management opened its doors in 1992. Michael Mark Evans founded the firm and remains its principal owner. The firm provides ongoing portfolio management services on a discretionary and non-discretionary basis, meaning some clients give Grant Street advisors full authority to manage their accounts, while others sign off on portfolio management decisions. According to its Form ADV, the firm also offers financial planning services.
Grant Street Asset Management Investing Strategy
Grant Street Asset Management aims to help clients meet their long-term investment goals without taking on undue risk. The advisors take into account individual factors like the client’s risk tolerance, financial situation and tax burden. They then use this information to create diversified portfolios. These portfolios may invest in such securities as:
- Exchange-listed equity securities
- Mutual funds
- Securities traded over-the-counter
- Foreign issues
- Corporate debt securities (other than commercial paper)
- Certificates of deposit (CDs)
- Municipal securities
- U.S. government securities
- Options contracts on securities
- Futures contracts on tangibles
- Interests in partnerships investing in real estate
H Financial Management
H Financial Management is a fee-based firm whose advisors may earn commissions on certain transactions. Its team in Canonsburg includes some certified financial planners (CFPs), chartered financial consultants (ChFCs), chartered life underwriters (CLU) and registered financial consultants (RFC). While the firm does require a minimum account size of $500,000 to provide investment management services, it works with slightly more individuals who do not have high net worths than those who do. It also works with pensions and profit-sharing plans.
Some of the advisors who work at this firm can receive commissions for the sale of insurance products. Despite the potential conflict of interest, the firm's fiduciary duty requires it to act in clients' best interests.
H Financial Management Background
H Financial was founded in 1981. Garrett S. Hoge is its president and owner. A CFP and ChFC, Hoge has more than 30 years of experience in financial services. He’s also a member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals and the Top of the Table (TOT). Hoge specializes in estate planning. He leads a team of advisors that provides investment advice and financial planning services on various topics, including retirement savings.
H Financial Management Investing Strategy
H Financial considers the client’s risk tolerance, financial profile, and other factors before making asset management advice. The firm designs investment portfolios to help clients meet their long-term goals. These diversified investment vehicles may contain such securities as stocks, bonds, mutual funds and exchange-traded funds (ETFs).
The firm may employ several investment strategies, including approaches that focus on growth, income, and a combination of the two. From time to time, the firm may also use options, including the buying of puts to protect client assets in a market downturn.
Braun-Bostich & Associates
Braun-Bostich & Associates, a fee-only firm, round out our list. The advisory team includes three certified financial planners (CFPs) and other accredited professionals. The firm doesn’t require a minimum investment to provide investment management services. However, the firm imposes a minimum annual advisory fee of $5,000.
As a fee-only firm, Braun-Bostich & Associates collects compensation only in the form of client fees. Advisors don’t earn additional compensation from third-party financial institutions. As a result, they have fewer potential conflicts of interest than advisors who receive commissions or fees for selling, say, annuities or mutual funds.
Braun-Bostich & Associates serves individuals with and without high net worths, pensions, profit-sharing plans, and charitable organizations.
Braun-Bostich & Associates Background
Though CEO and majority owner Amy Braun-Bostich launched Braun-Bostich & Associates in 1990, it became an SEC-registered investment advisor in 2002. She is a CFP, accredited portfolio manager advisor (APMA), and certified fund specialist (CFS).
The firm offers portfolio management, wealth management, and legacy planning services. Advisors specialize in providing advice on such topics as:
- Retirement planning
- Wealth preservation
- Tax planning
- Estate planning
- Charitable giving
They can also offer guidance on education planning, senior lifestyle planning, and business planning.
Braun-Bostich & Associates Investment Strategy
Investment advisors at Braun-Bostich & Associates build diversified portfolios tailored to the financial profile, risk tolerance and investment goals of the client. They generally construct these portfolios with diversified, low-cost mutual funds and ETFs. But they may also consider individual stocks, bonds, or options if they believe these securities can help clients meet their objectives.
The firm uses both fundamental and cyclical analysis to develop strategies and evaluate investments. While fundamental analysis examines economic and business indicators to find undervalued assets, cyclical analysis involves looking at past market data rather than specific company data.