We are not committed to any specific products or companies, giving us the independence needed to craft the best plans that create guaranteed income and minimal tax burden for you.
Selectivity and Exclusivity
Our practice is selective, allowing us to build an exclusive community of clients and friends that will most benefit from relationships with one another and the services we offer.
Planning together to achieve long-term goals works best when you can count on a long-term relationship—that is why we give you the attention you need to view us as a trusted partner.
There are several reasons to choose SMA as you retirement partner. Besides possessing the expertise and experience needed to inform smart financial decisions, we invest in creating the environment of trust and understanding you need to feel confident in the journey you are taking.
We know you have choices when choosing a retirement planning partner. That said, once you get to know us, we think you will find that our commitment to consistent communications, unbiased recommendations and careful tailoring of plans to meet your goals is exactly what you need to feel confident in the security of your financial future. Want to know for sure if SMA is the right fit for you? Start a conversation with our dedicated team of experienced advisory professionals today.
Secure Money Advisors is the premier retirement planning partner in Western Pennsylvania and the Pittsburgh area. We are committed to excellence in everything we do, and we consider it a privilege to help our clients make sound decisions that will contribute toward a secure future.
Our holistic retirement planning strategy aims to reduce taxes and protect assets through a variety of means, ultimately allowing our clients to achieve their preferred lifestyle in their golden years.