Chris Ian Diodato

Advisor at Tlg Advisors, Inc. — Pittsburgh, PA Waterfront Drive

Updated today

Credentials

CFP®, CFA®

Experience

10 years

Location

Pittsburgh, PA 15222

Tlg Advisors, Inc. logo

Tlg Advisors, Inc.

Enterprise

Total advisors

300

Across 219 offices

Clients per advisor

17 Very Low

Avg AUM per client

$430,112 Typical

HNW client ratio

6% Low

About

WELLth Financial Planning employs cutting-edge strategies to solve challenges relating to debt, budgeting, investments, education planning, retirement, and taxes while focusing on helping our clients build healthy relationships with money. Our specialty is creating early retirement plans, adhering to many principles of the "FIRE" (Financial Independence, Retire Early) philosophy. Our clients have big dreams of working on their terms and pursuing career passions as well as personal pursuits.

Our evidence-based investment strategies are both proprietary and award-winning, offered in tandem with our financial planning service or alone. With powerhouse investment credentials, WELLth also has the ability to work around complex situations, such as large single stock positions or a high degree of tax sensitivity. We lean on experience gained from managing $200 million of assets at other firms as well as over a decade of formal education and training. Give us a call today and become your best financial self!

Client services

Based on Tlg Advisors, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Placement of institutional funds

Expertise

Active portfolio management General tax planning

Occupation focus

Based on Tlg Advisors, Inc.

Founder/Business Owner Retired

Demographic focus

Gen X (Born 1965-1980)

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Fee options

Flat

$900/account

Hourly

$300/hour

Monthly

$145+/month

Other

Fixed fees for financial planning typically range from $145 to $250 per month based on household size and complexity while investments are managed at a flat $900 per account, per year, with fee waivers available for workplace retirement plans and accounts under $50,000. Minimum budget for one-time hourly projects is 5 hours.

Location

See office

Pittsburgh, PA Waterfront Drive

800 Waterfront Drive, 3rd Floor

Pittsburgh PA 15222

Advisors at this office

5

Most active in

Florida · Louisiana · Pennsylvania

Work history

10 years of industry experience

Independent Dance Instructor

2024 - Present • 2 years

Jupiter, FL

WELLth Financial Planning

2020 - Present • 6 years

North Palm Beach, FL

TLG Advisors Inc

2018 - Present • 8 years

Littleton, CO

Cantilever Wealth Management LLC

2018 - Present • 8 years

Pittsburgh, PA

Union Bridge Capital

2018 - Present • 8 years

Pittsburgh, PA

The Leaders Group Inc

2018 - 2022 • 4 years

Littleton, CO

Lowry Research Corporation

2016 - 2017 • 1 year

Palm Beach Gardens, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Christopher C

Series 66

Monroeville, PA

PNC Wealth Management

Christopher Conrad is a financial advisor at PNC Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked at PNC Investments since 2019, following four years at Edward Jones. Outside of his advisory role, he owns Conrad Data Consulting LLC, a non-investment related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithm-driven risk assessment to select investment models implemented via mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Keith E

CFP®

Pittsburgh, PA

Keith L. Eliou, CFP

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

Social Security optimization Retirement income strategy Cash flow / budgeting Charitable giving tax strategies Business exit / sale strategy Founder/Business Owner
user avatar

Arlene N

Series 63

Pittsburgh, PA

A. Neff Associates LLC

Arlene Neff is the principal and sole proprietor of A. Neff Associates LLC in Pittsburgh, PA, holding a Series 63 designation and bringing 43 years of industry experience. She has operated her independent advisory firm since 1987 and previously worked at Elish & Elish, Inc. from 2014 to 2017. A. Neff Associates LLC provides investment advisory and financial planning services to individuals, businesses, trusts, estates, charitable organizations, and qualified retirement plans. The firm manages assets on a non-discretionary basis, combining fundamental and technical analysis with asset-allocation considerations, and offers retirement-plan consulting including participant education and plan-sponsor liaison support.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting
user avatar

Todd D

Series 63, Series 65

Wexford, PA

Expert Financial Services, LLC

Todd Delligatti is the president of Expert Financial Services, LLC, an independent investment advisory firm based in Wexford, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including a tenure at Leigh Baldwin & Co., LLC since 2014. Outside of financial advising, he is involved in restaurant management through M&J Management Corp, where he handles accounting and tax preparation. Expert Financial Services primarily serves individual clients, as well as pension and profit-sharing plans, charitable organizations, businesses, trusts, and estates. The firm provides portfolio management and asset allocation services using a variety of strategies, and offers both non-discretionary and limited discretionary investment management.

Options & derivatives strategies Real estate investing
user avatar

Steven S

Series 65

Baden, PA

War Streets Capital, LLC

Steven Singer is the principal of War Streets Capital, LLC, an independent advisory firm, and holds a Series 65 credential with seven years of industry experience. He has been with War Streets Capital since 2018 and concurrently operates a real estate rental and management business. Prior to his advisory career, he worked at Verizon Communications Inc. from 2011 to 2019. War Streets Capital provides discretionary investment management and financial planning mainly for individual investors and small businesses. The firm employs an active, total-return strategy incorporating fundamental, technical, and cyclical analysis, and utilizes options and derivatives within customized portfolios tailored to clients’ risk tolerance.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Passive / index investing
user avatar

Christopher B

Series 65

Sewickley, PA

Block House Investments, LLC

Christopher Barto is a Series 65-licensed financial advisor with three years of industry experience. He is the sole advisor at Block House Investments, LLC, where he has worked since 2025. His prior work includes roles at Kovitz Investment Group Partners, Fort Pitt Capital Group, Fiducia Investment Research, and Oak Grove Capital. Block House Investments, LLC provides discretionary portfolio management services primarily focused on equities for individual and high-net-worth clients. The firm emphasizes fundamental analysis and long-term investment horizons, operating under a single-advisor model with monthly account reviews.

Active portfolio management Wealth management
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