Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Steven T
CFP®, Series 63
Coraopolis, PA
Templeton Financial Planning
Steven Templeton is a CFP® with over 22 years of experience at Templeton Financial Planning and previously worked at Gene Root CFP for four years. He maintains a Series 63 registration and is based in Coraopolis, PA. Approximately 70% of his professional time is dedicated to comprehensive financial planning services including tax preparation, tax planning, and small business consulting. Templeton Financial Planning serves individuals and families across income levels with no minimum asset requirement, focusing on fee-only comprehensive planning that integrates investment advice with tax, retirement, education, and estate planning. The firm uses a non-discretionary approach to investment recommendations and emphasizes tax-efficient portfolio construction using no-load mutual funds, ETFs, and indexed strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters