Your legacy-focused Pittsburgh financial advisor.

At Hapanowicz Financial, we’ve spent over three decades helping Pittsburgh families, professionals, and retirees pursue their financial goals. As a certified financial planner in Pittsburgh, we bring a deep understanding of the city’s unique financial landscape, from housing markets to tax considerations.

With a commitment to fiduciary care, we help you align your financial choices with your goals and values. Rooted in integrity and driven by results, we are a family-run firm dedicated to providing advice tailored to the specific challenges and opportunities our city presents.

We’re not just financial planners in Pittsburgh; we are locals. Our team has experienced the city’s transformation firsthand, from its industrial legacy to its growth as a hub for healthcare, technology, and education. We’ve raised families here, built relationships, and witnessed the unique opportunities and challenges that come with life in Pittsburgh.

This perspective shapes everything we do, whether designing retirement strategies, creating tax-efficient investment plans, or helping you balance the demands of family and career. With Hapanowicz Financial, you’ll receive advice rooted in local insight and backed by decades of expertise.

• Personalized Solutions: We don’t believe in one-size-fits-all. Whether you’re saving for your kids’ college education or preparing for retirement, we align our strategies with your life and aspirations.
• Decades of Expertise: Over 30 years of experience helping Pittsburgh families navigate market changes, build wealth, and secure their financial futures.
• Independent, Fiduciary Commitment: As an independent firm, our advice is always focused on your best interests—no commissions, no products, no sales pitches.
• Specialized Planning for Pittsburgh Professionals: From navigating complex healthcare and tech industry compensation to helping retirees transition out of Pittsburgh’s high-tax environment, we address the challenges specific to our region.

Pittsburgh’s financial story is one of resilience and transformation. From its industrial past to its modern identity as a leader in healthcare and technology, the city presents unique opportunities and challenges. Rising housing costs, slower wage growth, and the state’s complex tax structure can impact your financial goals—but with the right strategy, they can also create opportunities for growth and security.

Our Pittsburgh financial advisors specialize in tax-efficient planning and personalized strategies designed to help you thrive within Pittsburgh’s distinct economic dynamics. Whether navigating the housing market or preserving wealth for future generations, we’re here to help you build a plan tailored to your life and goals.

At Hapanowicz Financial, we prioritize your goals. As a CERTIFIED FINANCIAL PLANNER™ in Pittsburgh, we deliver tailored solutions aimed at building, preserving, and growing your wealth through our systematic planning approach known as the Seasons of Wealth.

• Trust and Estate Planning
• Tax Strategy
• Financial Planning
• Investment Management
• Insurance Analysis and Strategy
• Equity Compensation Guidance

Conveniently located in Pittsburgh’s Green Tree neighborhood, our office makes it easy to connect with us—whether you’re starting your financial journey or seeking a second opinion, our financial advisors in Pittsburgh are here to help.

Address:
Foster Plaza 6,
681 Andersen Drive, Suite 100
Pittsburgh, PA 15220

Schedule your consultation today to meet with one of Pittsburgh’s financial planners–whether online or in person.