How to Pick a Financial Advisor

Step 1: Fill Out A 5-Minute Form

To find an appropriate advisor for you, we need to understand your unique financial situation, concerns, and goals. The more details you share, the better we can match you with the right advisor within our family of firms operating throughout the United States.

Step 2: Our Manual Matching Process

Unlike other tools that simply match you up with the closest advisor that has paid to be part of their system, we review your submission manually to connect you with an advisor that has the credentials and experience to help you.

Step 3: Schedule a Free Consultation

Our team will hand-pick what we believe is the appropriate financial advisor for your needs. This advisor will contact you to schedule a free consultation to review your financial situation and give you the opportunity to ask questions to see if they are the right fit.

Take Matching Quiz

Why Trust Fort Pitt Capital Group?

All advisors in our family of firms serve as fiduciaries, meaning they are legally required to act in your best interest. Our advisors do not pay to be listed in our tool. Each advisor was interviewed and chosen to work with us because of their skills and knowledge.

Virtual financial advisor for retirement

How to Choose a Financial Advisor

Choosing the wrong advisor could negatively impact you and your family’s financial future. Our matching tool seeks to pair you with the right fiduciary advisor to help you navigate your journey responsibly.

Our team will help you find an advisor who offers customized advice for your unique circumstances. If you’re confused about advisor qualifications and want transparency in how much financial advisors’ cost, our free consultation can help answer questions so you can be confident in your choice.

Choosing a financial advisor can be daunting, especially when your future is at stake. We simplify this process with a free matching tool designed specifically for successful individuals and families.

We connect you with fiduciary advisors who align with your concerns, goals, and personal preferences, ensuring you feel confident with your financial decisions. Let us help you pave the way to a more prosperous financial future.

Discover the Right Financial Advisor for You

Use our matching tool to help you pick a financial advisor that is right for your needs and financial situation. Let’s work together to achieve your goals.

Get Matched with an Advisor

A Personalized Approach to Find an Advisor

Get Matched With An Advisor