Financial Essentials

Let's Write an Amazing Financial Story Together

Your part is to dream. Ours is to walk beside you and help you achieve the success and financial comfort that you desire.

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If fear is the driver, you're going the wrong way.

Financial Essentials is a financial services firm in Butler, PA. Our advisors are independent fiduciaries and guide you in wealth management, investment advice and retirement planning.

As an independent fiduciary, our first priority is YOU

Our goal is not only to give you financial planning advice, but to build a relationship with you, learn about who you really are, and team up with you to bring you the financial comfort that you long for. Together we will create a wealth-management plan that is custom-made for your individual needs. Our passion revolves around building thriving, long-term relationships that encourage open and honest communication. We strive to advice you wisely through the seasons of life and into retirement.

You probably have a lot of questions:

What does it look like to work with an investment advisor?

Do I really need a financial consultant to give me financial planning advice?

What is an independent fiduciary?

Feel free to send a note regarding any questions you may have. We’ll get back to you quickly with a thoughtful answer.

Teaching financial literacy seminars for the University of Pittsburgh and in the past for Slippery Rock University

University of Pittsburgh
Slippery Rock University