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Investment Services Based on Trust and Personal Values

Founded in 1948, Hefren-Tillotson today is one of Pittsburgh’s largest investment advisory and financial planning firms. Throughout our history, we have remained committed to a singular vision: to become and remain our clients’ most trusted financial advisor. We earn that trust by providing wealth management services that are comprehensive and customized to achieve each client’s individual goals.

As our wealth management client, you can expect:

• Personalized service from a dedicated team of experts:
  Coordinating your financial plan, your personal financial advisor leverages a team of professionals, including Certified Financial Planner™ (CFP) professionals, Chartered Financial Analyst® (CFA) charter holders, attorneys, Chartered Life Underwriters, and CPA/PFSs.
• Comprehensive, customized planning with MASTERPLAN:
  At Hefren-Tillotson, we believe that a wealth management strategy is successful only when it helps you achieve your personal goals. Our MASTERPLAN approach focuses on your long-term financial objectives and results in investment plans that lead you to financial success.
• Regular communication is key in successful wealth management:
  Regular meetings with your financial advisor, ongoing investment reporting, and a consistent flow of information ensure that your financial program adjusts to changes in your personal situation and the financial markets.

To learn more about our services, contact us for a no-obligation consultation today or choose a link below.

• Individual Investor Services, including asset management, financial planning, and retirement planning
• Corporation and Closely Held Business Services, including retirement plan management and executive financial counseling
• Institutional Services, including asset management for foundations and endowments

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