Client Login
Request Appointment
Client Login
Request Appointment

Frequently Asked Questions

Not a chance. We’ve built EWA on the belief that personalization isn’t optional. It’s everything. That’s why we keep our client-to-advisor ratio low and our attention high. You’ll never get shuffled around, handed off, or left waiting for a call back. You get a dedicated team that knows your goals, your values, and your story.

Meet our team: Meet The Team

It will, and we’re ready for it. Life doesn’t follow a static plan. Careers shift, families grow, health evolves, and priorities change. That’s why we don’t just create a one-time financial blueprint and send you on your way.  At EWA, we build long-term relationships and walk beside you through every transition, challenge, and opportunity. You’ll never have to navigate financial uncertainty along.

Start the conversation: Schedule a Call

We deliver the whole picture. At EWA, we offer a truly comprehensive advisory experience. We combine financial planning, investment management, tax strategy, estate coordination, and insurance planning under one roof. This means our clients do not need to juggle conversations between multiple professionals or pay extra fees for every call or consultation. We provide clear guidance, reduce decision fatigue, and ensure that all aspects of your wealth plan work together to support your goals with confidence.

Learn more: Our Philosophy

We don’t offer “products.” We deliver outcomes. EWA offers a fully integrated suite of services, including comprehensive financial planning, tactical investment management, tax efficiency strategies, retirement and estate planning, asset protection, and ongoing guidance tailored to your evolving needs. Each element of our service is designed to work in harmony, helping clients simplify decision making and confidently pursue long term financial independence.

Learn more: Explore Our Services

It means everything. EWA is an SEC-registered investment advisory firm and operates as a fiduciary. This means we are legally and ethically obligated to act in your best interest at all times. A fiduciary financial advisor prioritizes your needs above their own, ensuring that every recommendation is made with integrity and transparency. At EWA, this principle guides all of our advice and decisions.

We work with individuals and families navigating financial complexity, including physicians, business owners, retirees, and corporate executives. Whether you’re early in your career or preparing for retirement, our team is equipped to help you gain coordination and confidence. If you’re ready to move from financial chaos to clarity, we’re built for you.

Taxes are your silent wealth killer. We incorporate tax planning into every step of your financial strategy, helping you reduce unnecessary liability and keep more of what you earn. Our wealth strategists utilize tax efficient investment structures, asset location strategies, Roth conversions, and proactive retirement distribution planning. Meet with one of our wealth strategists to learn how we can tailor tax saving strategies to your specific goals.

Learn more: Tax Planning Services

Simple. Disciplined. Built for real life. Our investment philosophy is rooted in patience, strategy, and customization. We believe in long term investing with a focus on diversification, tax efficiency, and alignment with personal risk tolerance. We use evidence based asset allocation and avoid emotional reactions to market fluctuations. Our portfolios are built to serve your life, not the other way around. Learn more: Investment Philosophy

Holistic financial planning means addressing all the moving parts of your financial life through one coordinated, values based strategy. From retirement income to insurance planning to tax efficient investing, EWA builds a customized roadmap that aligns every decision with your long term goals. This approach minimizes fragmentation, simplifies complexity, and ensures all aspects of your plan work together to serve your life by design.

Learn more: Planning Philosophy

We sponsor a wrap program that covers an all-encompassing advisory fee, which includes our wealth management services, financial planning, advice, implementation, and any other assistance related to your financial planning needs. You will never be on the clock with our team. Our goal is to help you manage your most valuable asset: time, allowing you to focus on what matters most while we handle the details of your financial plan. Learn more: Advisory Fee Structure
Physicians face delayed wealth accumulation due to extended training, unique debt burdens, and fast rising income. We help them efficiently repay student loans, build wealth, manage risk, and optimize taxes, while supporting lifestyle goals. Business owners must navigate liquidity, succession, and the balance between personal and business planning. Whether you’re growing a company or preparing for an exit, we help ensure your business becomes a source of financial freedom rather than stress. Our team coordinates these moving pieces to simplify decision making and help clients stay focused on what matters most. Learn more: Solutions for Physicians | Solutions for Business Owners

Schedule a complimentary consultation via our Contact Us page. We’ll assess your needs and walk you through the planning process. You can also call us directly at (412) 991-1385 or (814) 299-9612 to speak with a member of our team and schedule a personalized planning session.

Let’s simplify the complex: Book Your Call Today

We don’t disappear after the first meeting. We provide ongoing support with regular check ins, proactive plan updates, and responsive communication whenever you need guidance.

Yes. We serve clients nationwide through secure video consultations and provide full access to our advisory team regardless of your location.

We are headquartered in Pittsburgh, PA, and serve clients both locally and across the U.S.