A complete list of active advisors currently associated with Allegheny Financial Group

Warmer can help you find a great advisor at Allegheny Financial Group or one who fits your needs even better.

Allegheny Financial Group advises a broad mix of clients that includes individuals (both non‑high‑net‑worth and high‑net‑worth), trusts, estates, charitable organizations, retirement plans and pooled investment vehicles. The firm offers investment management, financial planning, retirement plan consulting and wrap‑fee program services, and also recommends or selects third‑party independent managers for portions of client portfolios. Allegheny typically constructs portfolios using mutual funds, ETFs and other pooled products and employs an in‑house research department and investment committee to guide portfolio construction and share‑class selection. It provides both discretionary and non‑discretionary management, and when it recommends private investments or fund interests those offerings are presented on a non‑discretionary basis and require client consent and completion of subscription paperwork. Notably, Allegheny also serves as an adviser to private funds and, in some cases, as a general partner or sponsor of those pooled vehicles, providing portfolio management for pooled vehicles and engaging in fund syndication — arrangements that are uncommon among peers. Those activities bring additional operational and compliance features (including annual surprise CPA examinations under custody rules and the use of performance‑based fees for certain funds), and the firm discloses specific allocation, custody and employee‑trading policies designed to address the conflicts that can arise from side‑by‑side fund management.

To learn more about the advisors currently working at Allegheny Financial Group, 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.