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Customized planning for your financial needs and goals.

No two clients are the same. Together, we’ll build a custom tailored MASTERPLAN® to fit your financial needs and goals.

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Learning about your needs and goals is our first step toward your financial future. Help one of our advisors get to know you!

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Budgeting and Why It Is Important

Erin L. Weber, CFP®, CPFC®
Associate Vice President
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Individual Investors
Personalized financial plan for YOU
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Corporate Retirement Plans
401(k) retirement planning for businesses
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Institutions & Non-Profits
Guiding foundations, endowments & more
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Financial Seminars
Attend one of our no-obligation seminars.
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Seminars

Education at No-cost, No-obligation
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JAN 22
5:30 PM
What the SECURE Act Means for Your 401(k) and IRA
North Hills Office
JAN 23
12:00 PM, 5:00 PM
How to Become a Client of Hefren-Tillotson
North Hills Office
JAN 23
7:30 PM
Scams, Frauds and Schemes: Protecting Yourself in the Digital Age
Friendship Village
JAN 25
9:00 AM
The Hefren-Tillotson Retirement Plan: An Inside Look at Hefren-Tillotson's Approach To Retirement Planning
North Hills Office
JAN 29
6:00 PM
Little Black Dress Approved - The Basics of Budgeting
North Hills Office
JAN 29
6:00 PM
Managing an Unplanned Retirement
Shaler North Hills Library
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Your Money and You

30 Years on The Airwaves
Hosted By
James G. Meredith, CPA/PFS
Every Sunday from 9AM - 11AM on NewsRadio 1020 KDKA
Our weekly radio show matches our financial advisors with your questions on finance and investment.
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Listen to Past Episodes

Ask the Advisor

Financial Q&A Podcast
This Week's Topic:
Budgeting
Erin L. Weber, CFP®, CPFC®
Associate Vice President
Hear The Answer

Events

Happenings at Hefren-Tillotson
JAN 24

Pittsburgh Travel Showcase 2020

12:00 PM • David L. Lawrence Convention Center

Presented by AAA Travel

JAN 26

Your Money & You

Every Sunday on NewsRadio 1020 KDKA

FEB 03

Money Mondays

First Monday of every month on Pittsburgh Today Live

MAR 06

Home & Garden Show 2020

David L. Lawrence Convention Center

MASTERPLAN 101

Get Educated on Your Investments
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MASTERPLAN 101 | Lesson 10
Millennials & Money: By the Numbers

Like the Baby Boomer generation – born in the years 1946 to 1964 –the Millennials are proving to be an endless source of fascination for researchers and the media. Now that most of the Millennial cohort have moved into careers, the spotlight is frequently shown on how they handle money. All that attention has uncovered financial facts that can be significant for the American economy as a whole.

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MASTERPLAN 101 | Lesson 9
Life Insurance - Getting It and Getting It Right!

Just how important is insurance in your personal world? Buy a car – you buy auto insurance. Buy a house – you buy homeowners’ insurance. Rent an apartment – you buy renter’s insurance. Start a business – get business owner’s insurance. And the list goes on.

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Blog

Articles to keep you informed
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Financial Planning, Lifestyle
Budgeting and Why It Is Important
Jan 22, 2020
Erin L. Weber, CFP®, CPFC®
Associate Vice President
Education Funding, Financial Planning, Insurance, Investing Concepts, Lifestyle, Retirement Planning
3 Common Client Fears
Jan 14, 2020
T.J. McCance, AAI, MBA
Vice President
Financial Planning, Lifestyle
Famous Financial Quotes
Jan 9, 2020
Kris Rodgers
Associate Advisor
Market Report
The View from 2030 - Fourth Quarter Market Report
Jan 3, 2020
Investment Advisory Team
Hefren-Tillotson
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Videos

Watch and Learn
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04:57
Money Monday: Extended Care Planning
T.J. McCance, AAI, MBA
Vice President
05:11
Money Monday: Estate Planning Tips for Unique Situations
Alexandra Sanzone, CFP®
Director of Financial Planning
Darren Hucko, CFP®, RICP®
Senior Vice President
04:08
Money Monday: Charity Giving
Kim Tillotson Fleming, CFA®
Chairman and Chief Executive Officer
Brad Colvin, CFP®
Financial Advisor
05:55
Money Monday: Financial Tips for Women on How to Prepare for the Future
Amy Riley
Financial Advisor
Erin L. Weber, CFP®, CPFC®
Associate Vice President
Margaret Kanaan, AIF®
Senior Vice President
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Experience.

You Can Trust.

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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MEMBER SIPC
Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.