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Qualifications of Financial Advisor in Pittsburgh

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Financial Advisors in Pittsburgh, Pennsylvania
Financial Advisor Office Location Phone Number
Joseph G. Salpietro,ChFC®,
XPYRIA Investment Advisors		 401 Liberty Ave,
Pittsburgh, PA  15222 		(412) 232-3310
Kris Nuttall,
Edelman Financial Engines, LLC		 Foster Plaza 5 651 Holiday Dr Suite 300,
Pittsburgh, PA  15220
201 Penn Center Blvd,
Pittsburgh, PA  15235 		(724) 779-7795
Brian J. Donley CFP®,
Summit Wealth Advisors		 9043 Perry Highway,
Pittsburgh, PA  15237 		(412) 367-3980
Kris Nuttall,
Edelman Financial Engines, LLC		 Pittsburgh I - Wexford,
Sewickley, PA  15143 		(724) 779-7795
Doug Corp,
Edelman Financial Engines, LLC		 1449 Boardman-Canfield Rd Suite 170,
Boardman, OH  44512 		(330) 726-3100

Information on Qualified Financial Advisors in Pittsburgh

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Joseph→

Joseph G. Salpietro,ChFC®

XPYRIA Investment Advisors

Qualifications CRD# 2857692
FirmCRD# 106438
Series 63, 65

Compensation/Fee I am a Fee-Only financial professional, Based on Assets, Flat Fee, Hourly

Office Location 401 Liberty Ave,
Ste. 550,
Pittsburgh,
PA  15222 Phone Number (412) 2323310

Mr. Salpietro is a Shareholder, President and CEO of XPYRIA Investment Advisors. Joe has been with XPYRIA for 20 years and was formerly a Vice President at PNC Bank where he worked for 8 years. He has a degree in Business and Economics from the University of Pittsburgh; an MBA with a concentration in Finance from Duquesne University; and is a Chartered Financial Consultant(ChFC®) from the American College. Mr. Salpietro is a member of the Firm’s Investment Committee. Working exclusively as his clients' ADVOCATE, Joe specializes in helping his clients navigate complicated or unfamiliar financial topics related to planning and investing in an effort to provide confidence and peace of mind in their decision making process. Mr. Salpietro counsels individuals and institutional clients with investments of $1 million to $100 million. Mr. Salpietro provides independent (product-free), objective (commission-free) guidance to clients as it relates to their invested assets. Gaining a thorough understanding of his client’s unique financial circumstance through consultation, he designs, implements, and maintains effective financial solutions that allow his clients to meet their short-, mid-, and long-term financial goals and objectives. Joe provides expansive counsel to high-net-worth individuals. In addition, Mr. Salpietro advises on: union operating funds; Taft-Hartley benefit plans; government benefit plans; for profit operating funds and benefit plans; nonprofit operating funds and benefit plans; endowments and foundation.

About XPYRIA Investment Advisors

Established in 1990, XPYRIA is a privately-held, independent registered investment advisor dedicated to investment research, financial management, and planning. From our inception, XPYRIA’s mission has been to raise the bar on standard industry practices by applying a consultative model that is free from conflicts of interest and involves a higher level of research-based financial expertise to thoroughly investigate, implement, and monitor an effective investment program. Paramount to our approach is the protection we provide to clients as a fiercely independent, informed advocate. Leveraging our extensive investment consulting expertise, seasoned financial professionals, and industry-leading resources, XPYRIA continues to provide the highest level of investment management and financial guidance to our clients.

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Kris→

Kris Nuttall

Edelman Financial Engines, LLC

Qualifications CRD# 5912151
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions

Office Location Foster Plaza 5 651 Holiday Dr Suite 300,
Pittsburgh,
PA  15220 Phone Number (724) 7797795

Office Location 201 Penn Center Blvd,
Suite 400,
Pittsburgh,PA  15235

Joined Edelman Financial Engines in 2006. Began his career in the financial services industry in 1999. Successfully completed the Series 7, 24, 63, and 65 examination(s) administered by FINRA. Bachelor's degree in Finance from Penn State University. Hometown is Pittsburgh, PA. Kris enjoys golfing, marathon running, and is season ticket holder for the Pittsburgh Penguins.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

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Brian→

Brian J. Donley CFP®

Summit Wealth Advisors

Qualifications CRD# 2761018
Series 7, 63, 65

Compensation/Fee I am a fee-based financial professional, Commissions, Based on Assets, Flat Fee

Office Location 9043 Perry Highway,
Pittsburgh,
PA  15237 Phone Number (412) 3673980

Brian J. Donley is a Certified Financial Planner ™ practitioner with many years of experience in the financial services industry and a founding partner of Summit Wealth Advisors. Brian and his partner, Doug Richey, created Summit Wealth Advisors to focus on client-advisor relationships. They are committed to guiding their clients to reach the summit of their financial goals, by understanding their dreams and deciding together on a path to get there. Brian’s interest in financial planning began at an early age when his parents instilled in him the benefits of hard work and saving money. His first job at a bank introduced him to the financial world and his love of helping people. This led Brian to Purdue University, where he graduated in 1992 with a Bachelor of Science degree with an emphasis in Financial Management. While not working, Brian enjoys the outdoors and biking on the hills of Western Pennsylvania and winter sports in the mountains of Colorado. As an Eagle Scout, he attends outings with his sons through the Boy Scouts of America. He also remains connected with Purdue University as the president of the local alumni chapter. Brian and his wife, Rachel, live in Pittsburgh, PA with their two children, Griffin and Liam.

About Summit Wealth Advisors

At Summit Wealth Advisors, we offer our clients a balanced financial planning approach. We believe that by setting goals, using resources efficiently, implement strategies, and periodically reviewing our strategy, our clients can pursue the future they envision. We provide flexible services, including but not limited to educating our clients, designing financial strategies based on our clients' personal goals. We are committed to the client-advisor relationship. Our clients can expect timely advice and service with an experienced and knowledgeable advisor. We seek to continually exceed our clients’ expectations through a comprehensive, long-term financial planning relationship. We are dedicated to pursuing excellence in all of our business practices. We achieve this through continual education, training and leadership in an ever changing financial services industry. Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. Securities and Advisory Services offered through Lincoln Financial Securities Corporation, Member FINRA/SIPC. Lincoln Financial Securities Corporation and Summit Wealth Advisors are not affiliated.

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Kris→

Kris Nuttall

Edelman Financial Engines, LLC

Qualifications CRD# 3239539
FirmCRD# 104510
Series 7, 24, 63, 65

Compensation/Fee Fee Based Only - No Commissions

Office Location Pittsburgh I - Wexford,
1605 Carmody Court Suite 100,
Sewickley,
PA  15143 Phone Number (724) 7797795

Joined Edelman Financial Engines in 2006. Began his career in the financial services industry in 1999. Successfully completed the Series 7, 24, 63, and 65 examination(s) administered by FINRA. Bachelor's degree in Finance from Penn State University. Hometown is Pittsburgh, PA. Kris enjoys golfing, marathon running, and is season ticket holder for the Pittsburgh Penguins.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

View Kris's Complete Advisor Profile
Inquire with
Doug→

Doug Corp

Edelman Financial Engines, LLC

Qualifications CRD# 5739556
FirmCRD# 104510
Series 7, 65

Compensation/Fee Fee Based Only - No Commissions

Office Location 1449 Boardman-Canfield Rd Suite 170,
Boardman,
OH  44512 Phone Number (330) 7263100

Joined Edelman Financial Engines in 2014. Began his career in the financial services industry in 2009. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Master's degree in Business Administration and Bachelor's degree in Finance from Kent State University. Married to Ashley. They have three children: Matthew, Mason and Mila.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

View Doug's Complete Advisor Profile
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