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Comprehensive Financial Planning Services in Pittsburgh, PA

Welcome to The Montgomery Grunwald Group, where comprehensive financial planning sits at the center of every relationship we build. Serving Pittsburgh, the South Hills, and clients across the country, we help individuals, families, retirees, business owners, and executives bring every piece of their financial life together into one clear, coordinated plan. As your experienced Pittsburgh financial advisors, we help you make confident decisions today while keeping your eye on the long-term future you have envisioned for yourself and the people you love.

What is Comprehensive Financial Planning?

Comprehensive financial planning goes well beyond picking investments or saving for retirement. It is an integrated, big-picture approach that aligns every area of your finances, your investments, retirement income, taxes, estate plan, insurance coverage, education funding, and charitable goals, so they all work together. Whether you have been searching for a “financial planner near me” or a “Certified Financial Planner in Pittsburgh,” our team takes the time to truly understand your goals before recommending a strategy.

Good planning starts with good questions.

We offer a full suite of personal financial planning services and work with a network of CPAs, estate attorneys, and other professionals to address every facet of your financial life. Our services include:

  • Investment Management

    Our Certified Financial Planners (CFP®) build personalized investment strategies focused on growing and preserving the wealth you have worked hard to earn.

  • Retirement Planning

    Personalized retirement income strategies designed to help you maintain your lifestyle, prepare for healthcare costs, and navigate Social Security decisions.

  • Tax Planning Strategies

    Proactive, tax-efficient planning including Roth conversions, charitable giving strategies, and thoughtful asset location aimed at helping you keep more of what you have earned.

  • Estate Planning

    Coordinated estate planning to help transfer wealth efficiently to the next generation, minimize estate taxes, and protect your family’s legacy.

  • 401(k) Rollover

    Guidance on managing your 401(k) from a previous employer into an account structure that fits your broader financial plan.

  • IRA Comparisons

    Clear, side-by-side comparisons of Traditional IRAs, Roth IRAs, SEP IRAs, and other options to help you choose the right account for your goals and tax situation.

Why Choose The Montgomery Grunwald Group?

Our team of financial advisors stands out with a commitment to personalized service, integrity, and expertise. Based in Canonsburg, PA, we serve individuals, families, and business owners throughout the greater Pittsburgh area. Finding a financial planner who truly understands your unique situation can be challenging, so at The Montgomery Grunwald Group, we focus on building lasting relationships, helping ensure your financial plan evolves with you and with your family or business over time.

We are also honored to be named a 2026 Best-In-State Wealth Management Team by Forbes | SHOOK Research. But the recognition we value most is the confidence our clients place in us every single day.

Our Clients

Who We Serve

Our financial planning clients include retirees, pre-retirees, high-net-worth families managing multi-generational wealth, business owners preparing for a sale or succession, and C-suite executives navigating concentrated stock positions, equity compensation, and deferred compensation plans. Whatever stage of life you are in, our team has the experience to help simplify the complex and bring clarity to your next decision.

  • Retirees & Pre-Retirees

    Income strategies and planning built to protect the lifestyle you have worked to earn.

  • Multi-Gen Families

    Coordinated estate and legacy planning for high-net-worth families across generations.

  • Business Owners

    Exit, sale, and succession planning to help you transition on your own terms.

  • C-Suite Executives

    Guidance on equity comp, concentrated stock, and deferred compensation plans.

Schedule a Financial Plann Review

Financial Planning Process


Our process begins with a conversation. Before we ever talk about investments, we want to understand your full picture, your family, your career, your business, the lifestyle you want in retirement, and the legacy you hope to leave behind. From there, we develop a clear, written financial plan that shows where you stand today and the steps that will take you where you want to go. Once your plan is in place, we meet regularly to review progress, adjust for life changes, and respond to shifts in the markets, tax law, and your personal circumstances. Your financial plan should evolve as you do, and ours always will.

Get Started With a Conversation

The best financial plans begin with a conversation. Whether you are looking for a financial second opinion or you are ready to put a comprehensive plan in place for the first time, our team is here to listen and help you take the next step with confidence. Contact The Montgomery Grunwald Group today to start building your comprehensive financial plan.

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Frequently Asked Questions

Straight answers to the questions people ask most often before working with a financial planning team. If you do not see your question here, reach out and we will answer it directly.

How do you make sure your advice is right for me?

We start by understanding your full financial picture, your goals, and your tolerance for risk before recommending anything. We are transparent about how we are compensated and about any potential conflicts, so you always have the information you need to make confident decisions.

What credentials do your advisors hold?

Our team includes CERTIFIED FINANCIAL PLANNER (CFP®) professionals, and we are part of Robert W. Baird & Co., an established investment firm. CFP® professionals complete rigorous education, examination, and experience requirements and commit to high ethical standards in providing financial planning advice.

Where are you located and who do you serve?

Our office is at 121 Champion Way, Suite 200, Canonsburg, PA 15317, and we serve clients in Pittsburgh and the surrounding South Hills communities. We work with retirees, pre-retirees, high-net-worth families, business owners, and C-suite executives. We also meet with clients by phone and video, so distance is not a barrier to working together.

What financial planning services do you offer?

We offer comprehensive financial planning, including investment management, retirement planning, tax planning strategies, estate planning, 401(k) rollover guidance, and IRA comparisons. We coordinate with a network of CPAs and estate attorneys so every part of your financial life works together.

Can you help me roll over a 401(k) from a previous employer?

Yes. We help you weigh your options for a 401(k) from a former employer and, when appropriate, move it into an account structure that fits your broader plan. We walk through the tradeoffs of each choice so you can decide with confidence.

How do I get started?

The first step is a complimentary introductory conversation. Call 412-633-1757 or request a meeting through our contact page. We begin by understanding your goals and current situation before recommending any strategy, because good planning starts with good questions.

Have a question we did not cover?

Schedule a Financial Plan Review

Let's Talk About How The Montgomery Grunwald Group Can Help You

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