Financial Advisory Services 
Individual Retirement Planning 
Employee 401(k) Retirement Plan Services 
Selling Your Business All About Insurance
[embed]https://youtu.be/95eK90LFdt4[/embed] Fort Pitt Financial Advisors Daryl Patten and Roman Day host Senior Insurance Advisor Ari Fischman, CFP®, to discuss insurance basics and how insurance fits…
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Your Way to WealthWith exceptional client service, you can be confident that we have you covered. Let the Fort Pitt Way be your way to wealth.
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For IndividualsWe specialize in highly personalized, solutions-based investment management for investors seeking stability & peace of mind. Let's work together to achieve your goals.
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For a Business and InstitutionsWe understand the unique challenges you face and can provide the guidance you need to be successful and make an impact.
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For Retirement Plan SponsorsWe can design a hassle-free retirement plan and ensure that you are getting record-keeping, fiduciary oversight, consulting, compliance, and employee education.
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Customized Stock and Bond Portfolios in House
We provide solutions for long-term investors. We stick to our guns when others chase market trends. By remaining true to our strategies, our investment solutions can work towards fulfilling our clients’ goals.
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Financial Advisory Services
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Individual Retirement Planning
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Employee 401(k) Retirement Plan Services
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Selling Your Business
Your Future is Our Focus
Reliable service from a team you can trust.
Our Core
Exceptional Client Service
At Fort Pitt Capital Group, we work for people and manage money. We genuinely care about our clients and their success.
Investment Strategy
At Fort Pitt Capital, we understand that analytics and thought are needed to provide the best strategy that meets your goals. We stay steady throughout market changes and design portfolios that capitalize your investments and preserve your legacy.
Transparency
We pride ourselves in our transparency so you know exactly what is happening with your investment. We accomplish this with open communication and clarity when speaking with our clients.
Internal Expertise
Our team is made of financial consultants with decades of experience. We breathe life into investment portfolios and provide unique insights and strategies to ensure portfolios are personalized for success.
Expertise is Critical to Client Success
Meet the Team
Your Peace of Mind Starts Here
Our mission is to lead every client to financial security by providing exceptional client service and advice with our customized, in-house portfolio management.
- Step 1: The First Appointment
- Step 2: Request Client Info
- Step 3: Write Investment Plan
- Step 4: Start Our Relationship
- Step 5: Ongoing Review
- Step 1: The First Appointment
- Step 2: Gather Documents
- Step 3: Plan Analysis & Proposal
- Step 4: Present the Plan
- Step 5: Ongoing Governance
Individuals
Business & Institutions
When you’re serious about managing your money, you need a trusted fiduciary investment advisory firm that will create a plan based on your unique needs. Our duty of care and loyalty puts the clients’ best interests first.
As long-term investors, we need to focus on an extremely important point – markets don’t wait! They are forward-looking and historically bottomed well before whatever crisis caused the decline.
– Dan Eye, CFA®
Our Locations
Mon-Fri: 8:30am - 5:30pm
(412) 921-2402
