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Financial Planners in Mount Lebanon, PA: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Mount Lebanon: Carson Wealth, RFA Score 77/100; 4.9★ from 112 Google reviews.

  2. 3

    Most-reviewed: The Kelley Financial Group, 115 Google reviews at 5.0★, the most of 110 ranked; ranked #3.

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

110 Mount Lebanon financial planners are ranked here by RFA Score, from eight published factors. 11 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 110 rated firms.

Top 10 financial planners in Mount Lebanon 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 Mount Lebanon at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Carson Wealth774.9★ (112)Pittsburgh, 7 mi away—Top score
2Synergy Group Inc754.9★ (112)Jefferson Hills, 13 mi away——
3The Kelley Financial Group745.0★ (115)Allison Park, 18 mi away—Most reviews
4Beratung Advisors - East745.0★ (69)Pittsburgh, 13 mi away——
5Shaun Sweeney - Cetera Investors745.0★ (43)Upper Saint Clair, 8 mi away——
6Braun-Bostich & Associates, Inc.745.0★ (46)Upper Saint Clair, 9 mi away——
7Coleman Financial Services, LLC735.0★ (22)Pittsburgh, 2 mi away——
8Hapanowicz Financial | Pittsburgh Financial Advisor734.9★ (29)Pittsburgh, 5 mi away——
9Cotton Mather Accounting Group, LLC734.7★ (52)Pittsburgh, 10 mi away——
10AccountMaster Inc724.9★ (66)Washington, 16 mi awaySat · Evenings—

All 110 financial planners in Mount Lebanon, 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 Mount Lebanon

    #1 Carson Wealth

    Based in Pittsburgh, 7 mi away

    77/100RFA 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 8:30 AM–5 PM · Sat–Sun closed
    Address
    1 Bigelow Sq 20th floor, Pittsburgh, PA 15219
    View profile for Carson Wealth(412) 904-2017

  2. #2 Synergy Group Inc

    Based in Jefferson Hills, 13 mi away

    75/100RFA Score

    Ranked #2 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

  10. #10 AccountMaster Inc

    Based in Washington, 16 mi away

    72/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 66 Google reviews
    Hours
    Mon–Thu 9 AM–7 PM · Fri 9 AM–4:30 PM · Sat 9 AM–3 PM · Sun closed
    Address
    25 S College St, Washington, PA 15301
    View profile for AccountMaster Inc(724) 228-2937

  11. #11 Winthrop Partners

    Based in Pittsburgh, 1 mi away

    72/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1700 N Highland Rd Ste 104, Pittsburgh, PA 15241
    View profile for Winthrop Partners(412) 637-2417

  13. #13 Marley Financial Group

    Based in Washington, 12 mi away

    71/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1056 PA-519, Eighty Four, PA 15330
    View profile for Marley Financial Group(724) 884-1496

  16. #16 Stein Wealth Advisors

    Based in Upper Saint Clair, 9 mi away

    71/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1700 Ashwood Dr #1701, Canonsburg, PA 15317
    View profile for Stein Wealth Advisors(724) 260-0491

  18. #18 DSF Wealth Management Group

    Based in Bethel Park, 3 mi away

    71/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.7★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 14 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    1195 Washington Pike, Bridgeville, PA 15017
    View profile for DSF Wealth Management Group(412) 564-5526

  19. #19 EightPoint Financial

    Based in Allison Park, 12 mi away

    71/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Thu 8:30 AM–4 PM · Fri 9:30 AM–4 PM · Sat–Sun closed
    Address
    1406 Mt Royal Blvd, Glenshaw, PA 15116
    View profile for EightPoint Financial(412) 301-5104

  20. #20 Midway Financial, LLC

    Based in Bethel Park, 3 mi away

    70/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 10 Google reviews
    Address
    Corporate One West, 1195 Washington Pike Ste 312, Bridgeville, PA 15017
    View profile for Midway Financial, LLC(412) 831-1400

  23. #23 Duncan Financial Group

    Based in Murrysville, 18 mi away

    70/100RFA Score

    Ranked #23 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

  24. #24 Engarde Financial Group

    Based in Pittsburgh, 14 mi away

    70/100RFA Score

    Ranked #24 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

  25. #25 Mariner

    Based in Pittsburgh, 2 mi away

    70/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    61 McMurray Rd #204, Pittsburgh, PA 15241
    View profile for Mariner(412) 854-2100

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 110 ranked financial planners here; the rest are on their profiles.

financial planners in Mount Lebanon, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Ryan Coulter695.0★ (10)6 mi
27Contos Pikras Wealth Advisors695.0★ (7)3 mi
28Bank of America Financial Center694.0★ (22)6 mi
29Visionary Capital695.0★ (10)7 mi
30iFinancial Services695.0★ (11)8 mi
31Fidelity Investments693.2★ (27)1 mi
32Newbauer Maniet Financial Group694.5★ (8)3 mi
33Henderson Brothers694.4★ (13)7 mi
34D'Ambrosio Financial Advisors695.0★ (20)15 mi
35Axias Wealth Advisors695.0★ (5)In Mount Lebanon
36Justabout Wealth Management - Financial Advisory Firm695.0★ (7)4 mi
37Bank of America Financial Center694.3★ (12)6 mi
38Findon & Associates, CPAs & Advisors694.8★ (20)14 mi
39Dean A. Ponterio, CPA695.0★ (7)5 mi
40Sterling Heights Financial Group, LLC695.0★ (107)1 mi
41First Command Financial Advisor - John Gourley, RICP®694.9★ (15)13 mi
42First Choice Advisors, LLC695.0★ (21)18 mi
43Premier Wealth Partners - Ameriprise Financial Services, LLC694.6★ (10)8 mi
44Bank of America (with Drive-thru ATM)693.1★ (57)1 mi
45Gateway Strategies Inc. (Gateway Wealth Strategies)695.0★ (8)7 mi
46Lucas Wealth & Insurance Planning: Scott Lucas685.0★ (13)13 mi
47JFS Wealth Advisors685.0★ (7)6 mi
48MFA Wealth685.0★ (4)2 mi
49Cerity Partners684.4★ (7)6 mi
50Equilibrium Wealth Advisors685.0★ (105)5 mi

Also serving Mount Lebanon

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 Mount Lebanon
BusinessGoogle ratingDistance
AmeriServ Financial Bank1.0★ (2)6 mi
Baird Private Wealth ManagementIn Mount Lebanon
Beacon Light Wealth Management5.0★ (79)In Mount Lebanon
Colleen Patel Financial Coaching5.0★ (6)In Mount Lebanon
Equitable Advisors1.5★ (2)6 mi
Ford Financial Advisors, LimitedIn Mount Lebanon
G E Corporation Financial Services3.0★ (2)6 mi
Golden Strategies Financial Group5.0★ (2)3 mi
Integrity Financial Advisors, LLC5.0★ (1)In Mount Lebanon
Interchange Capital Partners5.0★ (2)6 mi
Janney Montgomery Scott3.0★ (2)6 mi
Laurel Financial Group Inc5.0★ (2)1 mi
Malone & Musta Wealth Strategies5.0★ (2)5 mi
Orion Financial LLCIn Mount Lebanon
Peter Gialames Associates Inc5.0★ (2)2 mi
Pittsburgh Financial ConsultantsIn Mount Lebanon
Tracey Smith - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)2 mi
United Capital Financial AdvisorsIn Mount Lebanon
War Streets Capital, LLC5.0★ (1)In Mount Lebanon
Wealth Advisor Training5.0★ (2)5 mi

How we ranked Mount Lebanon financial planners

We scored 110 Mount Lebanon 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 Mount Lebanon 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 Mount Lebanon: frequently asked questions

Which financial planner has the highest RFA Score in Mount Lebanon?

By RFA Score, the highest-ranked financial planner in Mount Lebanon, PA is Carson Wealth with an RFA Score of 77/100. It has 4.9★ from 112 Google reviews. Synergy Group Inc (#2) and The Kelley Financial Group (#3) follow. We ranked 110 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Mount Lebanon?

RankedFinancialAdvisors ranks 110 financial planners serving Mount Lebanon, PA. 1 of them is based in Mount Lebanon; 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 Mount Lebanon work on weekends?

11 of 110 ranked financial planners post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are AccountMaster Inc (#10) and DelGreco Tax and Insurance (#12). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Mount Lebanon financial planners have?

The median Google rating among 110 rated financial planners in Mount Lebanon is 5.0★, with a median of 9 reviews. The Kelley Financial Group has the most, 115 reviews, and ranks #3. 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 Mount Lebanon count in this ranking?

Yes, if they are within 25 mi of the Mount Lebanon 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 Mount Lebanon 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 Mount Lebanon 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 Mount Lebanon

  1. November 2026: RFA Scores recalculated for 110 financial planners serving Mount Lebanon.

More financial planners and Mount Lebanon pages