Toni L Ondek - Raymond James

Based in Cranberry Township, this client-focused financial advisory practice serves the North Hills with a straightforward, goal-oriented planning philosophy. We collaborate with individuals and families to address both immediate financial needs and the big-picture objectives that define lasting security. By centering every recommendation on clear goals, we help clients balance short‑term priorities with the long arc of wealth accumulation, retirement readiness, and education funding. Each plan is customized to fit the person, not the page, ensuring that strategies evolve as circumstances change.

Key services include:

• Comprehensive financial planning tailored to goals and time horizons, coordinating cash flow, risk, and milestones to keep progress measurable.
• Retirement income strategies designed to support steady lifestyle through retirement.
• Investment management aligned with risk tolerance and evolving objectives, emphasizing disciplined decision-making.
• Banking and lending solutions for day-to-day liquidity and convenient access to funds as life events unfold.
• Portfolio management for ongoing risk/return optimization across your investment mix.
• Sustainable investing incorporating ESG considerations into the selection and monitoring of holdings.
• Education planning to fund future schooling goals with a structured approach.

Located in 16066, the Cranberry PA office serves Cranberry Township, Wexford, and nearby communities, offering a secure client portal and flexible meeting options (in person or virtual) to fit busy schedules.

With CFP® and CRPC® credentials, the team delivers practical, personal guidance designed to simplify planning and build lasting financial confidence in the North Hills.