Our Mission
Our mission is to help our clients work toward financial independence through our personalized planning and partnership. We want our clients to live the life they have always desired. Whether it is retiring or getting your financial house in order, we are your go to trusted advisors. We provide independent advice which means our advice is always in the best interest of our clients. We aim to accomplish this through education, integrity, honesty, and outstanding client service. As your advisor, our job is to give you answers to your financial questions, in plain English, not financial jargon that goes over your head.
Our goal to helping our clients is developed around one concept, VALUE. 412 Financial has an obligation to create the feelings of trust, confidence, and being taken care of. We know people do business with people. That is why in our process will never lose the personal touch that is needed. We know we may not be the right fit for everyone, but learning our process will give you a framework by which to evaluate other firms you may be considering.
Experience the 412 Financial difference and schedule your free introduction call.
One of our primary goals is to develop a long-term, trusting relationship with you.
Our Process
Our process is simple, we listen first to you. We want to know your goals, concerns, and what is most important to you. Then we go to work for you on a plan that you will understand and commit to. We create strategies that are tailored to your needs and goals.
We personalize every plan and give you actionable advice to achieve these goals.
Our History
Started in 2021, 412 Financial was built to become the premier financial group serving the greater Pittsburgh area. We love our community and what it stands for. To make a lasting difference we set aside our personal brand and created a firm that people could feel connected to.
We are here to serve and change lives. This is not just another firm, this is the representation of the hard working people who created Pittsburgh (412) to become know as the "City of Champions". We honor those people and now serve to bring financial peace to hundreds of families in the area.