A complete list of active advisors currently associated with Cornell Pochily Investment Advisors, Inc.

Warmer can help you find a great advisor at Cornell Pochily Investment Advisors, Inc. or one who fits your needs even better.

Cornell Pochily serves individuals, retirement and profit sharing plans, trusts, estates, charitable organizations and business entities. The firm provides discretionary and non‑discretionary portfolio management, financial planning, consulting and in‑house tax preparation services, managing about $654 million in discretionary assets and advising on additional assets. Portfolios are tailored to client objectives, risk tolerance and time horizon and are typically implemented with mutual funds, ETFs, and individual equity and fixed‑income securities; the firm uses fundamental, technical and cyclical analysis and draws on both proprietary and external research. Cornell Pochily emphasizes a long‑term investment horizon, holds regular investment committee reviews, and offers non‑discretionary consulting and plan-level retirement plan services when clients prefer to retain trading authority. What is noteworthy relative to many peers is the firm’s integrated tax preparation offering and its practice of coordinating with clients’ other professionals; the brochure describes the firm’s ability to recommend its own and other professionals and notes potential conflicts when it does so. The firm also discloses operational relationships with custodians—such as receipt of software, research and support from Fidelity—that it says may influence broker choice and are considered in its best‑execution process.

To learn more about the advisors currently working at Cornell Pochily Investment Advisors, Inc., 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.