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Wealth Management Firm in Pennsylvania

Pennsylvania’s Premier Wealth Management Firm

Finding Your Financial Sweet Spot in the Keystone State At Equilibrium Wealth Advisors (EWA), we serve Pennsylvania’s most successful families. Let us help you navigate the complexities of wealth, family dynamics, and legacy planning. We serve high-net-worth individuals and families with $1 million or more in investable assets, with particular expertise supporting households in the $10–$100 million range. Live your life without regrets by contacting us at (412) 991-1385 or request an appointment now. With offices based in Pittsburgh, we are proud to serve clients across Pennsylvania and the entire U.S.

Why Pennsylvania Families Choose EWA

  • Employee-owned, Client-first: We answer only to you, not to private equity or outside shareholders.
  • One Integrated Team: Our team seamlessly covers all your financial needs.
  • Concierge-Level Service: You’re the CEO of your wealth; we act as your dedicated CFO.
We help you find the sweet spot in your finances by striking a perfect balance between life’s most important financial trade-offs:
  • Time & Money
  • Risk & Return
  • Living for Today & Securing the Future
This is what we call living life by design.

Is Our Wealth Management Approach the Right Fit for You?

See our Planning Philosophy, Investment Philosophy, and Our Process for more details.

Secure Your Future With Pennsylvania's Independent Wealth Management Experts

Clarify your financial goals and build wealth with the help of EWA. We’re dedicated to serving clients throughout Pennsylvania and across the U.S., including Pittsburgh, Philadelphia, and Erie. Request an appointment now.