Find wealth managers in Canonsburg

With the desire to serve clients in an objective environment, a father-daughter-son team of financial advisors broke away from one of the largest brokerages on Wall Street to form an independent financial planning and investment firm. So begins the story of Botkin Family Wealth Management, a family-owned business dedicated to making a difference in

We are committed to providing a road map for our clients that encompasses confident ethical advice, thoughtful planning and quality results. We create and actively maintain customized financial strategies for individuals, families and businesses that address the specific needs, wants and goals of future years and generations. The cornerstone of our

We develop recommendations and strategies which are precisely tailored to help achieve specific financial goals. We have found our best clients are those engaged in an ongoing pragmatic analysis of their financial position and the continual refinement of a plan to meet their particular life goals. Our services are complete, comprehensive and personal

Your financial life journey has many twists and turns. At Stein Wealth Advisors, we understand the many challenges you face along the way. Our goal is to help you feel confident about your future, pursuing your vision as efficiently as possible. We develop comprehensive, customized financial strategies that address your short-term and long-term goals

Getting the most out of life begins with clarity around your life vision: what you value and the life goals you desire. We create a plan using integrated strategies applied to retirement, investments, insurance, tax and your estate to ensure your resources align with this vision. Then, while you hustle to grow your business or career, we'll remain