Pittsburgh
Proudly Serving
Pittsburgh
322 N Shore Dr
Building 1B, Suite 200
Pittsburgh, PA 15212
![Roberto Clemente Bridge stretching in front of the Downtown Pittsburgh skyline](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/pittsburgh.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370925&s=ade0024f3abb9c9d5c04ee4c8514b4e0)
![Roberto Clemente Bridge stretching in front of the Downtown Pittsburgh skyline](https://buckingham-wealth.transforms.svdcdn.com/production/images/locations/pittsburgh.jpg?w=653&h=680&q=82&fm=jpg&fit=crop&dm=1689370925&s=ade0024f3abb9c9d5c04ee4c8514b4e0)
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Your Pittsburgh Team
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Adam Yofan
CPA/PFS (inactive)
Wealth Advisor
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Katie (Keary) Marsden
CFP®, CDFA®
Wealth Advisor
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Corey Altman
CFP®, CPA
Wealth Advisor
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Jenny Wiechel
CFP®, ChSNC®
Wealth Advisor
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Joe Arena
Associate Wealth Advisor
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Tyler Hunter
CFP®, EA
Associate Wealth Advisor
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Mary Lyn Saly
Advisory Team Associate
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Monica Kovacs
Client Relationship Specialist
Dig even deeper.
What’s it like to become a Buckingham client? Download our "Experience Is Everything" brochure to learn more.
![Life isn't linear. Your plan shouldn't be, either.](https://buckingham-wealth.transforms.svdcdn.com/production/images/site/video-posters/Nonlinear-Animation-Poster_NoPlay.jpg?w=1920&h=1080&auto=compress%2Cformat&fit=crop&dm=1698776718&s=b83e6033f657374d75ea12cc6a504c35)
Enjoy some of our latest resources
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July 15, 2024
5 Ways to Plan For Estate Tax Law Changes
The Tax Cuts and Jobs Act estate tax exemptions amounts are set to sunset at the end of 2025. Wealth Advisor Amanda Otto explores tax-saving options and strategies you can take before the new rules go into effect.
Read the article -
July 10, 2024
Quarterly Outlook: Inflation Eases, Recession Risk Falls
Although risks remain, the economy has successfully navigated the path toward lower inflation without triggering a recession. Our Quarterly Outlook explores what may lie ahead for markets and the economy.
Read the article -
July 01, 2024
Selecting Individual Stocks? 4 Questions to Consider
Picking stocks that will outperform the broader market has been an ambition of investors for years. But is that truly the best strategy for investors?
Read the article