Welcome to Select Financial Group LLC

   "Helping You with Wealth Preservation and Financial Independence"

Select Financial Group, LLC is entrusted by our clients as their personal CFO and family office providing integrated financial planning services. As a boutique succession planning, wealth management, and family office services consulting firm located in Pittsburgh, we create custom and innovative solutions for each client. Our team membersí substantial knowledge and commitment to service define the framework for our approach to all of your financial issues, needs, and goals.
At Select Financial Group, we oversee your entire financial footprint, giving you the freedom to focus on protecting your legacy.

   Our Commitment to our clients:

Develop a strong relationship with each of our clients and devote significant attention evaluating the appropriate financial planning options and investment alternatives with them. We'll work with you every step of the way, from your first visit to our office to your last.

Offer objective investment advice free of conflicts of interest that may arise from a firmís proprietary products.  We're not here to sell you, we're here to work with you to help you acheive your financial goals.

Employ a systematic approach and our specific talents to generate comprehensive financial planning solutions for all our clients.  We understand everyone is an individual and we work hard to ensure your needs are met to the best of our abilities.

Utilize our technology, The Select Financial Group Wealth Management System, which provides our clients access to a net worth statement and comprehensive financial plan.With the Wealth Management System, you have 24/7 online access to your accounts overview and financial planning tools.  Click HERE to check out an introductory video on the Wealth Management System.

Life Insurance


Make sure your family's financial future is secure in case of the unexpected.

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Wealth Management

Budgeting Your Money

We're here to help you make decisions about your hard-earned wealth.

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Estate Planning

Succession Planning

It's important to have a plan for the future of your business and personal finances.

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