Financial Advisors in Harrisburg, Pennsylvania

One of the most crucial aspects of a person’s life is their financial situation. Proper money management is necessary for buying a home, owning a car, raising a child, planning for retirement — and the list goes on. Though organizing and maintaining your assets is important, it’s a considerable feat to undertake alone. That’s why it’s beneficial to hire a fee-only financial planner in the Harrisburg area.

Thanks to our individualized service and experience in money management, Fort Pitt Capital Group (formerly Roof Advisory Group) is proud to be a trusted Harrisburg investment firm. When you work with us, we’ll provide financial services and investment management geared solely toward your personal goals and objectives.

Services We Offer for Individuals

At Fort Pitt Capital Group, we understand that your aspirations, priorities, and concerns are unique to you. That’s why we factor in your personal considerations, such as financial goals and risk tolerance when making big decisions.

We believe in encouraging open communication with our clients, so you can expect our Harrisburg private wealth advisors to make an effort to get to know you as they create your financial plan. No matter what, you can trust us to manage your money in a way that is most valuable to you.

If you’re looking to schedule private wealth management services for individuals in the Harrisburg area, Fort Pitt Capital Group has got you covered. From financial advisement to portfolio management, we have the services you can count on.

Private Wealth Management

Private wealth management is the process of thoroughly managing an individual’s wealth by utilizing investment and financial planning services. When you hire our Harrisburg investment firm, you’ll outline your individual goals and discuss your financial situation with one of our skilled private wealth advisors. Your consultant will then use these details to develop an investment strategy and financial plan made specifically for you.

Our Harrisburg financial advisors are devoted to helping you feel secure in your future. We can help you achieve this feeling of certainty by handling different aspects of your life, such as:

  • Collaborating with any service providers you may have, including CPAs, insurance brokers, and attorneys.
  • Helping you prepare for a smooth retirement.
  • Creating a lifelong legacy that ensures that your financial principles and wishes are valued in the future.
  • Guiding you toward smart decision-making that will accelerate your progress.
Financial Advisory Services

For financial advisory services that will aid in the long-term achievement of your financial goals, hire our certified financial planners in Harrisburg. Our consultants use industry expertise and earned experience to develop a personalized plan that works for you, including investments, budgeting, tax, and savings strategies.

At Fort Pitt Capital Group, we get you on track to fulfill your most significant financial objectives:

  • Plan your retirement: We make your transition into retirement as smooth and stress-free as possible with our research-based planning process that focuses on you.
  • Invest your savings: Our practices will take your savings up a notch by compounding and supercharging your funds with a comprehensive investment portfolio.
  • Sell your business: We can secure your financial future by helping you get the most out of your business with a strategic financial plan.
Portfolio Management

Our financial consultants will help you achieve your long-term goals by managing your investments and evaluating the risks to augment your returns. We’ll weigh the advantages and disadvantages of your portfolio and manage it in a way that will allow you to reach your financial objectives while also using investment policy statements to map out your investment targets and strategies.

Interested in Our Individual Financial Services in Harrisburg?

Contact us today to speak to an advisor about our individual financial services.

Contact Us Today

Benefits of Working With Fort Pitt Capital Group

Benefits of Working With Fort Pitt Capital Group

When you sign on with our Harrisburg investment firm, you can expect a wide range of quality attributes, such as:

  • Exceptional client service: We put your needs first and care about your needs and experiences.
  • Transparency: Our advisors value frequent and open communication regarding everything from our fees to your personal goals and challenges.
  • Investment strategy: We use industry knowledge, thoughtfulness, and analytics to make financial decisions and design investment portfolios with your individual needs in mind.
  • Internal expertise: Our team of consultants, analysts, traders, and portfolio managers have the diversified skills you need to bring value to your investments.

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