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Our CEO, Kim Tillotson Fleming, is featured in the Pittsburgh Post-Gazette commenting on new industry regulations by the U.S. Department of Labor. Click here to read the full article.
Using our MASTERPLAN Approach, we design a financial plan personalized for you.
We believe the workers of our region and their families deserve the peace of mind that comes with financial security.
Endowment planning, money management, and donor development are just some of the services we offer institutions and non-profits.
With six convenient locations in the Pittsburgh region, we are always ready to help you.
Contact us for a no-obligation consultation.
Broadcast live every Sunday morning from 9-11am EST. James Meredith takes your questions and discusses financial and investment related topics.
Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.
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308 Seventh Avenue
Pittsburgh, PA 15222
Local: (412) 434-0990
Toll Free: (888) 405-0990