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Financial Planners in Greensburg, PA: 2026 rankings

43 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Greensburg: Synergy Group Inc, RFA Score 75/100; 4.9★ from 112 Google reviews.

  2. 2

    Most-reviewed: Beratung Advisors - East, 69 Google reviews at 5.0★, the most of 43 ranked after Synergy Group Inc; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

43 Greensburg financial planners are ranked here by RFA Score, from eight published factors. 5 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.9★ across 43 rated firms.

Top 10 financial planners in Greensburg at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Greensburg at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Synergy Group Inc754.9★ (112)Jefferson Hills, 15 mi awayTop score
2Beratung Advisors - East735.0★ (69)Pittsburgh, 18 mi awayMost reviews
3Burd Financial Group735.0★ (17)Greensburg—
4Duncan Financial Group724.7★ (41)Murrysville, 9 mi away—
5TracyCo - C.B. Tracy & Associates, Inc.714.7★ (12)Greensburg—
6Hoffman Wealth Management715.0★ (14)Murrysville, 4 mi away—
7Professional Money Management LLC715.0★ (9)Greensburg—
8D'Ambrosio Financial Advisors695.0★ (20)Monroeville, 16 mi away—
9Pakos Wealth Management684.2★ (5)Greensburg—
10Senior Estate Associates683.3★ (7)Greensburg—

All 43 financial planners in Greensburg, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Greensburg

    #1 Synergy Group Inc

    Based in Jefferson Hills, 15 mi away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.9★ from 112 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 112 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1967 Lincoln Way, White Oak, PA 15131
    View profile for Synergy Group Inc(412) 673-7760

  3. #3 Burd Financial Group

    Based in Greensburg

    73/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1602 Broad St, Greensburg, PA 15601
    View profile for Burd Financial Group(724) 837-9300

  4. #4 Duncan Financial Group

    Based in Murrysville, 9 mi away

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.7★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 41 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    311 Main St, Irwin, PA 15642
    View profile for Duncan Financial Group(724) 863-3420

  10. #10 Senior Estate Associates

    Based in Greensburg

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 3.3★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 3.3★ from 7 Google reviews
    Hours
    Mon–Thu 8 AM–4 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    440 Pellis Rd Ste 2, Greensburg, PA 15601
    View profile for Senior Estate Associates(877) 538-7878

  12. #12 Engarde Financial Group

    Based in Pittsburgh, 19 mi away

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Wed 9 AM–7 PM · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10989 Frankstown Rd #200, Pittsburgh, PA 15235
    View profile for Engarde Financial Group(412) 533-2373

  15. #15 Marion Wealth Management

    Based in Monroeville, 15 mi away

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    2790 Mosside Blvd #640, Monroeville, PA 15146
    View profile for Marion Wealth Management(412) 372-3849

  21. #21 DelGreco Tax and Insurance

    Based in Pittsburgh, 24 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.6★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 21 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat 10 AM–4 PM · Sun 10 AM–3 PM
    Address
    4701 Baptist Rd #100, Pittsburgh, PA 15227
    View profile for DelGreco Tax and Insurance(412) 655-1040

All 43 financial planners

#1 to #25 are shown in full above. Here are #26 to #43, in RFA Score order; each links to its profile.

financial planners in Greensburg, ranks 26 to 43
RankBusinessRFA ScoreGoogle ratingDistance
26Dean A. Ponterio, CPA645.0★ (7)22 mi
27Citizens - Banking & Wealth Center642.7★ (23)15 mi
28Ralph G Powell III - Private Wealth Advisor, Ameriprise Financial Services, LLC644.0★ (4)15 mi
29Benjie Hadburg Financial Services634.4★ (7)22 mi
30Contos Pikras Wealth Advisors635.0★ (7)25 mi
31Quattrone Tax & Accounting Service635.0★ (6)25 mi
32Oakmont Capital Management, LLC633.3★ (9)22 mi
33Bank of America Financial Center632.9★ (18)21 mi
34Axias Wealth Advisors625.0★ (5)25 mi
35First Command Financial Advisor - Kristy McCormick, RICP®625.0★ (3)22 mi
36WMS Wealth Planners - Aspinwall613.7★ (3)23 mi
37Merrill Lynch Wealth Management613.7★ (3)23 mi
38Equitable Advisors, LLC605.0★ (11)4 mi
39Strategic Wealth and Tax574.8★ (6)7 mi
40Bank of America (with Drive-thru ATM)564.3★ (12)15 mi
41Winthrop Partners545.0★ (6)20 mi
42Osaic Wealth533.3★ (28)22 mi
43Riverside Financial Advisors535.0★ (3)16 mi

Also serving Greensburg

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Greensburg
BusinessGoogle ratingDistance
21:5 Wealth Management5.0★ (2)In Greensburg
AIM Financial, LLC4.6★ (10)In Greensburg
CAPTRUST5.0★ (1)In Greensburg
Cherry Bekaert5.0★ (1)In Greensburg
Edward Jones - Financial Advisor: Chad Rosensteel, ChFC®5.0★ (6)In Greensburg
Edward Jones - Financial Advisor: Jeff Ward, AAMS®3.0★ (2)In Greensburg
Fetsco Financial LLC5.0★ (1)In Greensburg
Integrity Retirement Solutions, LLC5.0★ (1)In Greensburg
McDowell Associates5.0★ (10)In Greensburg
Merrill Lynch Financial Advisor Frederick Haas5.0★ (2)In Greensburg
Merrill Lynch Financial Advisor Michelle Kish5.0★ (1)In Greensburg
Merrill Lynch Wealth Management5.0★ (1)In Greensburg
Morgan Stanley Financial Advisors5.0★ (1)In Greensburg
PWA Wealth Management5.0★ (1)In Greensburg
Stifel5.0★ (3)In Greensburg
The Henry Group - Ameriprise Financial Services, LLC5.0★ (1)In Greensburg
Thrivent Financial - Loyalhanna Group5.0★ (1)In Greensburg
Timothy Henry - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Greensburg
Wells Fargo Advisors Financial Network4.5★ (16)In Greensburg
Wells Fargo Advisors Financial Network3.0★ (2)In Greensburg

How we ranked Greensburg financial planners

We scored 43 Greensburg financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Greensburg data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Greensburg: frequently asked questions

Which financial planner has the highest RFA Score in Greensburg?

By RFA Score, the highest-ranked financial planner in Greensburg, PA is Synergy Group Inc with an RFA Score of 75/100. It has 4.9★ from 112 Google reviews. Beratung Advisors - East (#2) and Burd Financial Group (#3) follow. We ranked 43 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Greensburg?

RankedFinancialAdvisors ranks 43 financial planners serving Greensburg, PA. 10 of them are based in Greensburg; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Greensburg work on weekends?

5 of 43 ranked financial planners post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is DelGreco Tax and Insurance (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Greensburg financial planners have?

The median Google rating among 43 rated financial planners in Greensburg is 4.9★, with a median of 8 reviews. Synergy Group Inc has the most, 112 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Greensburg count in this ranking?

Yes, if they are within 25 mi of the Greensburg city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Greensburg ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Greensburg a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Greensburg

  1. November 2026: RFA Scores recalculated for 43 financial planners serving Greensburg.
  2. November 2026: 1 duplicate listing merged.

More financial planners and Greensburg pages