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The Top Financial Advisors in Canonsburg, PA

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

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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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Grant Street Asset Management, Inc. Grant Street Asset Management, Inc. logo Find an Advisor

Read Review

$595,672,242 $500,000
  • Financial planning
  • Portfolio management

Minimum Assets

$500,000

Financial Services

  • Financial planning
  • Portfolio management
2 H Financial Management H Financial Management logo Find an Advisor

Read Review

$441,206,792 $500,000
  • Financial planning
  • Portfolio management

Minimum Assets

$500,000

Financial Services

  • Financial planning
  • Portfolio management
3 Braun-Bostich & Associates Inc. Braun-Bostich & Associates Inc. logo Find an Advisor

Read Review

$212,049,257 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)

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:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. 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.

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.

How Long $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.