A complete list of active advisors currently associated with A. Neff Associates LLC
Warmer can help you find a great advisor at A. Neff Associates LLC or one who fits your needs even better.
A. Neff Associates LLC provides investment advisory and financial planning services to individuals as well as to businesses, trusts, estates, charitable organizations and qualified retirement plans. The brochure describes non-discretionary portfolio management, comprehensive and limited-scope financial planning, and consulting support for retirement plans, including participant education and plan‑sponsor liaison work. The firm’s investment process combines fundamental and technical analysis with asset-allocation considerations, monitoring holdings regularly and delivering written performance and allocation reviews to clients. Advice is implemented only with client approval: the adviser manages assets on a non-discretionary basis, does not accept custody or vote client proxies, and does not act as a 3(21) or 3(38) ERISA fiduciary for plan assets. Noteworthy for a single-advisor independent firm, the brochure emphasizes institutional-style relationships beyond typical individual clients — serving businesses, charitable and trust/endowment accounts and providing retirement-plan consulting and participant education. The firm also discloses that its managed assets are non-discretionary and documents a 2017 consent agreement with the Commonwealth of Pennsylvania addressing record‑keeping and Form ADV accuracy, matters prospective clients may consider alongside the firm’s stated compliance procedures.
To learn more about the advisors currently working at A. Neff Associates LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Pittsburgh, PA
| 42
|
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