facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

WEALTH TRANSFORMED

Creating Greater Opportunities for Our Clients and Their Families

Financial Planning for Pittsburgh, PA and Beyond

Discover How

Wealth Management and Financial Planning in Pittsburgh, PA


Tell us your dreams... We’ll help you make them real! 

Our comprehensive financial planning approach begins with your vision—for yourself and your family, your future, and your legacy. We conduct a careful assessment of your current situation and your future dreams, your risk tolerance in an uncertain market, and the roadblocks that may prevent your ultimate success. Then we develop strategies to overcome obstacles and create a plan that aligns with your vision for the future.

If you have significant wealth to manage, the stakes are high. The Certified Financial Planners (CFP®) at Braun-Bostich & Associates can help you develop a plan and pursue opportunities to make your vision real. This is wealth transformed – money is a part of the equation but so are dreams, values, and deeper life/legacy goals. When combined, these elements together can create a sense of personal transformation. When your goals are meaningful and your wealth has purpose, you can truly live with intention...  


We help you fulfill the potential of your wealth …through our commitment to excellence.

Our goal is to help you build confidence in the future, be your advocate, and help you express your wealth in a way that enhances your life and the lives around you. Our trusted group of advisors and Certified Financial Planners (CFP®) are constantly striving to bring more knowledge and custom-made strategies to the table with one goal in mind: your success.


Broadening your life's possibilities - Our Clients Include:

Affluent Individuals, Families,
& Business Owners

"Personal, family and business financial planning that sheds light on life’s unknowns helps you navigate obstacles along the way"

Client Profile & Case Study

At BBA, we contend that a “one size fits all” approach doesn’t cut it for managing individual and family wealth at any life-stage. For all, but in particular those pre-retired or in retirement, we carefully design a right-fit plan geared towards your distinctive goals and situations. Our advisors will guide you through our Wealth Management Process step-by-step helping you to achieve the confidence and fulfillment that comes from realizing you have a financial life plan in place to achieve your short and long-term goals.

Incorporating every aspect of your financial life today, and through all of your retirement years. We’ll build, implement and constantly monitor a comprehensive financial plan based on your distinctive needs. We’ll proactively align with each of your trusted professionals to ensure cohesion across each facet of the plan, along with addressing new or evolving matters as they come into play.


Academics / Higher-Ed Professionals

"Maximize your benefits and create a plan to achieve your life’s vision"

Client Profile & Case Study

Financial life planning devised specifically for secondary and tertiary level academics helping you to build viable, prosperous, influential financial lives. Academic professionals of higher educational institutions possess unique needs requiring assistance in planning areas such as cash flow circumstances stemming from academic pay schedules and study leaves, intricate benefits plans with grandfathered parts, alternate income streams from royalties, consulting and summer curricula along with grants and other entrepreneurial sources and in-service income options.

BBA’s advisors are experienced and knowledgeable on the nuances of those needs, your benefits programs, and the diverse career tracks within your field.


Physicians / Medical Professionals

"Build wealth and align your financial life with your family’s goals"

Client Profile & Case Study

Holistic financial planning solutions for Early, Mid and Established-Career Physicians built on trust, integrity and exceptional service. We understand the needs and distinctions of financial life planning for medical professionals at every career stage. From getting a career started on a route to financial stability with debt reimbursement strategies to contract reviews and wealth protection planning, to helping you recognize your financial goals and objectives and the strategies to reach them, our advisors take care of your financial well-being while you're busy caring for the health of your patients.

As a hardworking medical professional, you likely don’t have the time or proficiency to accurately plan for your financial future on your own. BBA provides real-life solutions to the real-life challenges you face, and we provide you with confidence understanding that an experienced certified financial professional is helping you establish a financial roadmap for your future.


Young, Savvy Savers /
Next-Gen Accumulators

"Plan and lay the foundation for a strong financial future"

Client Profile & Case Study

Focused on serving those individuals and young families in the asset accumulation phase of their lives. Young professionals at the start and middle of their careers seeking to set up stable financial grounding to build greater financial confidence and eventually, their collective financial freedom.

Establishing excellent financial habits is crucial to those starting out and faced with big-life-event challenges. Juggling the financial demands of buying a home, paying for college, starting a family, and thinking about funding retirement requires constant attention and persistence. BBA can effectively guide in the areas of learning to budget: understanding where your money goes each month, paying yourself first and starting an emergency fund, getting a grip on taxes, safeguarding your health, protecting your wealth, and yes, saving for your retirement... NOW!


Sound Like You?     See How We Can Help


As seen in:

New York Times Logo

Barron's Logo

Forbes Logo

US News & World Report Logo


Nerdwallet Logo


NextAdvisor by TIME Logo


MarketWatch Logo


GOBankingRates Logo


TheStreet Logo


Pittsburgh Post-Gazette Logo


Pittsburgh Business Times Logo


Bloomberg Logo

Associated Press Logo


Business Insider Logo


Yahoo! Finance Logo


Rolling Stone Logo

724.942.2639 | Our COVID-19 Response Firm Brochure Client Login