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:
Pre-Retired / Retired
& Business Owners
"Personal, family and business financial planning that sheds light on life’s unknowns helps you navigate obstacles along the way"
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"
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"
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 /
"Plan and lay the foundation for a strong financial future"
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!