Raymond James

Headquartered in Cranberry Township, this financial planning team combines intimate local knowledge with expansive national resources to craft customized strategies for individuals and families throughout Cranberry PA and the North Hills. Guided by Greg Rust, the Chief Operations Officer, the firm prioritizes a client-first philosophy that puts your objectives, timelines, and comfort with risk at the core of every recommendation.

What they offer includes a holistic suite of services to guide you through every stage of the financial journey:

• Holistic personal financial planning that addresses cash flow, protection, tax considerations, and goals across life stages
• Strategic investment consulting and active portfolio oversight aligned with your risk tolerance and time horizon
• Education funding strategies to help manage rising college costs and maximize savings options
• Retirement income design and distribution planning to sustain lifestyle and minimize tax impact
• Estate and legacy preservation planning to protect assets and transfer wealth according to your wishes
• Access to CFP® and CIMA-certified professionals for credentialed guidance and fiduciary commitment

The team pursues a collaborative planning process, quantifying goals and tailoring roadmaps. Regular reviews adapt to life changes, market shifts, or family developments, ensuring strategies stay aligned with your risk tolerance and aspirations.

Local support and transparent communication keep you connected to your plan—whether you’re in Cranberry Township, Wexford, Mars, or nearby North Hills communities. This local footprint draws on national resources to provide thoughtful, objective guidance aligned with your values and goals. Clients benefit from proactive communication, periodic plan reviews, and a transparent pricing approach that supports informed decision-making.