We’re RetireRight.


Especially if you’re looking for hands-on, personal attention from financial planning professionals who share your same values. Like being a good listener, not a product pusher. Providing investment education without all the Wall Street jargon. And for business owners, leading you through all phases of transition, and doing everything possible to help your people Retire Right.

FINANCIAL PLANNING SUCCESS for Individuals & Families who care about personal attention

  • Hands-On, Personalized Planning

  • Smart, Disciplined Investment Strategies

  • Helpful, Easy to Understand Education

  • Clear, Organized, Timely Communication

RETIREMENT PLAN SUCCESS for Companies who care about their employees

  • Help with Regulatory Compliance

  • Fiduciary Guidance, Tools and Training

  • Helpful, Hands-On Participant Enrollment

  • Participant Education Programs

RetireRight at a Glance

Founded in


Managing over


in assets through Kestra Financial

As of 6.30.2024
Subject to change

Consulting on over


in plan assets under advisement

A small firm with a personal touch

Working with


families and businesses in Western PA and across the U.S.

CEFEX logo

We’re CEFEX Certified. A standard for the best practices in our industry.

Better Education.


Education is super-important to us. And we’re really good at it. You might say it’s our secret sauce. Why is education so important to financial planning? Because if you don’t understand it, you’re less likely to feel calm and confident about it, be involved in it, and help make it successful.

“They are great educators, so thoughtful, never condescending. They listen, give us options, take the time. They even sat down with my daughter to create her first budget.”

– Tom Northrop, Retired RetireRight Client Since 2005

Post-Bocce Fireside Chat with RetireRight Clients



At RetireRight, the reason we’re here is simple: to help people. We’re a small firm with a personal touch, a tight-knit team that’s a lot like family. And when we take on new clients, they become part of our extended family.

Helpful Resources

Here are some hand-picked articles, videos and tips to make your financial planning easy and successful.

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