Welcome to the Montgomery Grunwald Group, serving the people of Pittsburgh, PA and the South Hills. We specialize in comprehensive financial planning aimed at helping retirees, business owners, executives and families responsible for multi-generational wealth. Each persons’ financial situation is unique and so are the plans we tailor to meet your needs. As your trusted Pittsburgh financial advisors, we are dedicated to helping you navigate the complexities of financial management and working toward a secure and prosperous future.

We offer a comprehensive suite of financial planning services and work with a network of professionals such as CPAs and attorneys so we can help with all aspects of financial planning, including estate and legacy planning. Here are some of the services we offer:

• Wealth Management: Our certified financial planners in Pittsburgh, PA, offer expert guidance on asset accumulation and preservation, ensuring your wealth works for you.
• Retirement Planning: Planning for retirement is critical. Our team provides personalized strategies aimed at helping to secure your comfortable retirement while maintaining your desired standard of living now. 
• Estate Planning: Safeguard your legacy and ensure your assets are distributed according to your wishes with minimal tax implications. Our estate planning services are aimed at making major life transitions as painless as possible. 
• Tax Planning: Minimize your tax liabilities through strategic planning with our financial advisors. Stay ahead with efficient tax solutions tailored to your financial situation.
• Investment Advice: Navigate the investment landscape with confidence. Our personal finance advisors in Pittsburgh offer bespoke investment strategies to achieve your financial goals with your tolerance for risk in mind.

Comprehensive financial planning is more than just investment advice. Good financial planning creates a holistic plan that covers all aspects of your financial life. Whether you're just starting out or looking to refine your existing financial plan, our team of Certified Financial Planners in Pittsburgh, PA, can guide you toward achieving your financial aspirations. It all starts with a conversation! 

We begin with a thorough assessment of your financial situation and goals. Our personalized approach means we craft a plan that aligns with your specific needs and aspirations. Knowing what you want out of life, your career, and how you want to spend your retirement are all part of the big picture we want to get from you. Regular reviews help ensure your financial plan remains aligned with your life changes.

If you've been looking up 'Certified Financial Planner near me' and you're in Pittsburgh or the South Hills, we're available to assist you. Our team is part of the Pittsburgh fabric, with a special focus on serving our neighbors in the South Hills. We serve clients across Canonsburg, Peters Township, Upper St. Clair, Mount Lebanon, South Fayette, Collier Township, South Park, Baldwin, and Bethel Park. Reach out to us online, give us a call, or come see us in person.

Don’t live in the South Hills? That's perfectly fine! Our services aren't limited by geography. We leverage cutting-edge technology to provide experienced financial planning assistance to anyone in Pittsburgh or even further afield. No matter where you are located, you can access our services online or over the phone, helping you to get the guidance you need, right where you are.