Financial Advisors in Pittsburgh, PA

Comprehensive wealth management for individuals and families across Pittsburgh and the South Hills, delivered by Certified Financial Planner professionals based in Canonsburg who put planning first and your interests ahead of everything else.

Request A Consultation Call 412-633-1757

CFP® Professionals Certified Financial Planners on Every Plan

Backed by Baird A 100+ Year Old Firm, Member NYSE / SIPC

Rooted in the South Hills Serving Canonsburg and Greater Pittsburgh

Client Interests First Planning-Led Wealth Management Relationships

Why coordinated financial advice matters

Retirement is longer and more complex than it used to be, and the decisions you make in the years around it are difficult to undo. A coordinated plan helps you avoid costly missteps and make the most of what you have built.

67

Full retirement age has shifted

For anyone born in 1960 or later, full retirement age for Social Security is 67, not 65. Claiming earlier permanently reduces your monthly benefit, which makes the timing decision worth planning carefully.

Source: Social Security Administration

~20 Yrs

Retirement can last decades

A 65 year old today can expect to live 20 years or more on average, and about one in three will live past 90. A plan built to support two or three decades of income is a very different plan from one built for a handful of years.

Source: Social Security Administration

1 Plan

The pieces work together

Investments, retirement income, taxes, and estate strategy are connected. When they are managed together rather than separately, decisions in one area account for their effect on the others, so no part of your plan works against the rest.

Coordinated planning across your full picture

A Wealth Management Team That Plans First

The Montgomery Grunwald Group serves individuals and families across Pittsburgh and the South Hills who have built meaningful wealth and want a clear, coordinated plan to protect and grow it. We are a local Canonsburg team with the resources of Robert W. Baird & Co. behind us, so you get close personal relationships and the depth of a national firm in the same place.

Our approach begins with comprehensive financial planning rather than a product. Before we recommend anything, we take the time to understand you, your family, and what you want your money to accomplish. That foundation lets us bring investment management, retirement income, tax strategy, and estate planning together into one plan that works as a whole and evolves as your circumstances change.

Whether you are approaching retirement, managing wealth across more than one generation, leading a company, or simply looking for a financial advisor in Pittsburgh who will act as a fiduciary within your advisory relationship, our team is here to help you move forward with confidence.

How We Help Clients Build And Protect Wealth

We offer a comprehensive suite of financial planning services and coordinate with a network of CPAs and attorneys, so every part of your plan is considered together.

Comprehensive Financial Planning

A complete plan that connects your goals, cash flow, investments, and risk into one clear roadmap, reviewed and updated as your circumstances change.

Wealth Management

Guidance on accumulating and preserving assets, with investment strategies built around your goals and your tolerance for risk rather than a product sale.

Retirement Planning

Personalized strategies to help you retire with confidence and maintain the standard of living you want, both now and throughout a long retirement.

Tax Planning

Strategies designed to help reduce tax drag on your wealth over time, coordinated with your broader plan and your other professional advisors.

Estate Planning

Help safeguarding your legacy so your assets pass according to your wishes, making major transitions as smooth as possible for the people you care about.

Investment Advice

Bespoke investment strategies built to pursue your financial goals with discipline, drawing on the research and resources of Robert W. Baird & Co.

Why Pittsburgh Families Work With Our Team

Choosing an advisor is really about deciding whom to trust with your family's future. Our value comes from experience, transparency, and a commitment to putting your interests first within our advisory relationship.

We are a local Canonsburg team with the backing of Robert W. Baird & Co., so you get personal relationships and the resources of a national firm in the same place.

Verify our registration and background anytime on FINRA's BrokerCheck, or review our Form CRS Client Relationship Summary.

Planning First, Always

Every relationship starts with a comprehensive plan. We get to know you before we recommend anything, so the advice fits your goals rather than a product.
Certified Financial Planner Expertise

Our advisors hold the CFP® certification, and one also holds the CFA® charter, bringing rigorous, credentialed expertise to your plan.
Backed by Robert W. Baird & Co.

Securities, products, and services are offered through Robert W. Baird & Co. Incorporated, Member NYSE and SIPC, a 100+ year old firm.
Rooted in the South Hills

We live and work where our clients do, on Champion Way in Canonsburg, and we meet with you face to face across Greater Pittsburgh.

Benjamin Montgomery, CFP®

Director, Financial Advisor

In wealth management since 2005, Ben uses financial planning to build lifelong relationships with families through their retirement journey, complementing it with estate, tax, and income planning.

Joseph Grunwald, CFP®

Director, Financial Advisor

Advising clients since 1999, Joe builds long-lasting relationships grounded in trust and in-depth planning, leveraging Baird's resources in estate, tax, and income planning.

Adam Hubert, CFP®, CFA®

Financial Advisor

A CFP® professional and CFA® charterholder, Adam has drafted hundreds of financial plans and tailors strategies focused on retirement, tax, and estate planning for each client.

The Montgomery Grunwald Group has been named a 2026 Best-In-State Wealth Management Team by Forbes | SHOOK Research , one of the most respected and rigorous ranking organizations in our industry. While we’re grateful for the recognition, what matters most to us is what’s behind it. The trust and confidence our clients place in us every day. Thank you for allowing us to be part of your financial journey. Your belief in our team is the foundation of everything we do, and we truly could not achieve this without you.

Published 01/07/26; Data as of 03/31/2025

Areas We Serve Across Greater Pittsburgh

Our office sits in Canonsburg, at the heart of the South Hills, and we work with clients throughout the greater Pittsburgh region. If you have been searching for a financial advisor near you, we are close by and glad to meet in person.

Communities We Serve

Canonsburg
Peters Township
Upper St. Clair
Mount Lebanon
South Fayette
Collier Township
South Park
Baldwin
Bethel Park
Greater Pittsburgh

Not in the South Hills? Our services are not limited by geography. We work with clients across Pittsburgh and beyond, in person, online, or over the phone.

Request A Free Consultation

If you want a clear, coordinated plan for your wealth, we would welcome a conversation. Share a few details and we will reach out to schedule a time that works for you.

Prefer to talk now? Call 412-633-1757

Name Phone Number Email How Can We Help

Tell Us More

Securities, products, and services are offered through Robert W. Baird & Co. Incorporated, Member NYSE and SIPC. Submitting this form does not create an advisory or brokerage relationship. This site is for residents of the United States.

Frequently Asked Questions

What does a financial advisor in Pittsburgh do?

A financial advisor helps you build, manage, and protect your wealth through a coordinated plan. At the Montgomery Grunwald Group, that starts with comprehensive financial planning and brings together investment management, retirement income, tax strategy, and estate planning so the pieces work together rather than in separate silos.

Are you a fiduciary?

When we provide investment advisory services, we act in your best interest within that advisory relationship. Baird offers both brokerage and advisory services, which are different and are governed by different laws and separate contracts. Our Form CRS explains the distinctions, and you are welcome to review it at any time.

What areas around Pittsburgh do you serve?

Our office is in Canonsburg, and we work with clients throughout the South Hills and greater Pittsburgh, including Peters Township, Upper St. Clair, Mount Lebanon, South Fayette, Collier Township, South Park, Baldwin, and Bethel Park. We also work with clients beyond the region in person, online, or by phone.

What credentials does your team hold?

Our advisors are CERTIFIED FINANCIAL PLANNER (CFP®) professionals, and Adam Hubert also holds the Chartered Financial Analyst (CFA®) charter. You can verify our registrations and backgrounds anytime through FINRA's BrokerCheck.

Do I need a certain amount of assets to work with you?

The best way to know whether we are a good fit is to have a conversation about your goals and situation. We work with individuals and families who value planning-led advice, and we can talk through how we work and what to expect before you make any commitment.

How do I get started?

Request a consultation using the form on this page or call our Canonsburg office at 412-633-1757. We will set up a time to learn about you and your goals, and from there we can outline how a coordinated plan could help you move forward.