Frequently Asked Questions

Who is LPL Financial?

LPL Financial ( is our broker dealer, custodian and unaffiliated third party. We engage LPL because they work with independent advisors and help us maintain compliance with SEC and FINRA regulations.

LPL is a Fortune 500 company that services over $1 Trillion in assets. They boast a network of 21,000 advisors and are the largest independent broker dealer in the country.

Are you employed by LPL Financial?

No. We are employees of Pittsburgh Financial Consultants, Inc.  LPL Financial is an independent third party that provide services to us and our clients.

How do you work?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

How are you compensated?

Pittsburgh Financial Consultants’ revenue is derived from our investment management services. Our pricing is transparent and, in our opinion, very competitive by industry standards. In addition, we do not charge separate fees for our comprehensive financial planning services.

Is There a Minimum Account Size?

We work with select individuals and families that have investable assets of $1million or more.

How do I access my accounts and financial plan?

Please visit the Client Login section of our website by clicking here.