Direct booking
Book time directly with this advisor, no back-and-forth required
Top 30 financial advisors of 188 near 16055
Out of 400,000+ nationwide
Adam D
Series 66
Pittsburgh, PA
Edward Jones
Retirement income strategy
General retirement planning
Wealth management
Business exit / sale strategy
General estate planning guidance
Michael D
CFP®, Series 66
New Kensington, PA
Edward Jones
Retirement income strategy
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Wealth management
Founder/Business Owner
Troy S
Series 66
Ford City, PA
Edward Jones
Wealth management
ESG / Sustainable investing
Business ownership considerations
Founder/Business Owner
Executive
Doctor or Medical Professional
Educators, Teachers, and Academics
Tracy D
Series 63, Series 66
New Kensington, PA
Edward Jones
John B
Series 66
Saxonburg, PA
Edward Jones
Retirement income strategy
General retirement planning
Business ownership considerations
Business exit / sale strategy
Multi-generational wealth transfer
Founder/Business Owner
Intergenerational Families
Andrew D
CFP®, Series 66
Pittsburgh, PA
Edward Jones
College savings (529s, UTMA, etc.)
Equity Recipients (RS/RSU, SOP, ESPP)
General estate planning guidance
Retirement income strategy
Wealth management
Jordan N
Series 66
Gibsonia, PA
Edward Jones
Retirement income strategy
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Planning for children with special needs
Stephen W
Series 66
Ford City, PA
Edward Jones
Amanda T
Series 66
Butler, PA
Edward Jones
College savings (529s, UTMA, etc.)
Multi-generational wealth transfer
Retirement income strategy
General retirement planning
Steven S
Series 66
Butler, PA
Edward Jones
© 2026 Warmer Holdings Inc. (“Warmer”)
Warmer is an SEC-registered investment advisor. Warmer provides personalized recommendations and introductions to independent
fiduciary advisors. Our advice is limited to these digital matches—we do not supervise advisors, manage or hold assets, guarantee
performance, or provide advice about specific investments. Each advisor listed on our site is an independent fiduciary responsible
for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do
not affect the fees clients pay for advisory services. 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. Please review an advisor’s Form ADV and
do your own diligence before entering into an advisory relationship. By using our service, you agree to Warmer’s
Terms of Service and Advisory Agreement and
Privacy Policy.
Finding advisors...
Loading...
Loading...
Loading...
Top 30 financial advisors of 188 near 16055
Out of 400,000+ nationwide