COMPREHENSIVE FINANCIAL PLANNING

Invest In Your Peace Of MindSM

Trusted financial planning to protect your wealth, help you retire with confidence, and leave a legacy. Partner with an Allegheny Financial Group Certified Financial Planner® practitioner  and start your financial journey today.

WELCOME TO AFG

Your Trusted Partner in Financial Planning and Wealth Management

If financial planning feels overwhelming or isn’t your passion, we understand. At Allegheny Financial Group, we’re here to help.

We offer valuable insights to create a personalized financial plan tailored to your needs. Our knowledgeable team will work closely with you and your family to navigate your financial journey and ensure every aspect is managed with care.

Headquartered north of Pittsburgh, we specialize in helping clients navigate complex financial decisions with personalized strategies for:

Reach out to us so you can focus on what really matters to you, without the stress of financial worries.

GET IN TOUCH

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Why Allegheny Financial Group

At Allegheny Financial Group, we build lasting relationships grounded in trust, transparency, and personalized service. All Allegheny Financial Group advisors are CERTIFIED FINANCIAL PLANNER® professionals—recognized for meeting rigorous standards in education, ethics, and ongoing professional development.

CFP® professionals are trained to take a comprehensive view of your financial life, helping you create strategies that are customized to your goals—whether you’re planning for retirement, managing wealth, minimizing taxes, or building a legacy.

$ 0 Billion* +

Assets Under Advisement

*Combined Allegheny Financial Group and Allegheny Investments client assets managed as of our latest ADV filing

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Years in Business

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Professional Advisors

Who We Serve

Households

Businesses

Non-Profits

MORE THAN ADVICE

A Partnership Built for Financial Success

Allegheny Financial Group provides personalized financial planning and investment management advice to households, families, businesses, and non-profits.

Partnering with an Allegheny Financial Group advisor gives you access to these key resources that prioritize your financial success.

Expertise

Access to valuable market research and specialized knowledge.

Personalized Attention

Tailored solutions focused on your unique needs.

Proprietary Research

Expert insights to guide your financial decisions.

Latest Tools

Cutting-edge planning tools designed to support smarter decision-making.

John Doe
John Doe

Marketing Manager

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Catrine Rafaela
Catrine Rafaela

Director

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Philip West
Philip West

SEO Analyst

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TESTIMONIALS

What Our Clients are Saying

Certified Financial Planner® Practitioners

Meet Our Team

Get to know the professionals who will partner with you on your financial journey. Browse their profiles below to see how they can assist you in reaching your objectives.

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It’s time to plan with purpose.

Connect with a trusted advisor to build a strategy that supports your goals now—and in the future.

OUR BLOG

Latest Blog & Articles

Stay informed with insights from our advisors on market trends, financial strategies, and the latest industry developments.

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