Three Rivers Investment Partners provides personalized financial advisory services to individuals, families, and small business owners throughout Pittsburgh, PA. Our team of certified advisors brings 9 years of combined experience in Business Financial Planning and Business Valuation, developing comprehensive strategies tailored to your unique financial situation and life goals. Located near the medical campus area, we serve clients from the north side and communities across the region. We believe in building long-term relationships based on trust, transparency, and fiduciary responsibility. Pittsburgh is a growing community known for its friendly residents and strong local economy, and our mission is to help its residents build, protect, and grow their wealth through evidence-based financial planning and disciplined investment management.
Explore the full range of finance services available from Three Rivers Investment Partners in Pittsburgh, PA:
Business Financial PlanningBusiness ValuationSuccession PlanningInvestment ManagementAsset AllocationIndex Fund StrategiesPittsburgh is a growing community known for its friendly residents and strong local economy. Three Rivers Investment Partners is proud to serve clients throughout the Pittsburgh metro area, from the north side to neighborhoods near the medical campus area. Whether you live along Maple Avenue or on the outskirts of town, our team is committed to providing exceptional finance services to every corner of our community.
I was hesitant about working with a financial advisor, but Three Rivers Investment Partners made the process comfortable and judgment-free from the first meeting. They serve the the north side area of Pittsburgh and their reputation is well-deserved. Smart strategies, clear communication, and genuine care for my financial wellbeing.
The team at Three Rivers Investment Partners is genuinely invested in their clients' success. Since starting investment management with them, I have seen significant tax savings, better investment returns, and a clear path to retirement. They are a true asset to the Pittsburgh financial advisory community.
Three Rivers Investment Partners has completely transformed how my family approaches our financial future. Their team near the medical campus area in Pittsburgh took the time to understand our goals, our risk tolerance, and our timeline. The succession planning strategy they developed was personalized, sophisticated, and has already produced measurable results.
Yes. As fiduciary advisors, Three Rivers Investment Partners is legally obligated to act in your best interest at all times. This means our recommendations are based solely on what is best for you — not on commissions or incentives. Pittsburgh residents can trust that our advice is always aligned with their goals.
Three Rivers Investment Partners works with clients at various stages of their financial journey. Whether you are just starting to build wealth or managing a substantial portfolio, our Pittsburgh advisors can develop a strategy appropriate to your situation and goals.
Three Rivers Investment Partners provides regular review meetings — typically quarterly — to ensure your financial plan stays on track. Pittsburgh clients can meet in person at our office near the medical campus area or via video conference. We are also available by phone and email for questions between meetings.
Three Rivers Investment Partners offers comprehensive financial advisory services in Pittsburgh, PA including Business Financial Planning, Business Valuation, and holistic wealth management. Our certified advisors develop personalized strategies for individuals, families, and small business owners.