Transform Your Financial Future

Stop worrying about retirement uncertainty. Our certified financial planners create customized wealth management strategies that align with your vision, protect your legacy, and secure your family's future.

CFP® Certified
Pittsburgh, PA & Beyond
724-942-2639

Are You Losing Sleep Over Your Financial Future?

Uncertain if you'll have enough money for a comfortable retirement

Overwhelmed by complex investment options and tax strategies

Worried about leaving your family financially vulnerable

Frustrated with generic financial advice that doesn't fit your unique situation

Imagine Instead...

Complete confidence in your retirement readiness

A clear, personalized roadmap to your financial goals

Peace of mind knowing your family is protected

Strategies tailored specifically to your profession and lifestyle

Comprehensive Wealth Management Solutions

We don't just manage money—we transform financial futures through customized strategies that align with your vision, life, and legacy.

Wealth Management

Comprehensive portfolio management and investment strategies designed to grow and preserve your wealth across market cycles.

Retirement Planning

Strategic planning for pre-retired and retired individuals to ensure a comfortable, secure retirement lifestyle.

Family & Business Planning

Tailored financial strategies for families and business owners to optimize wealth transfer and business succession.

Professional Specialization

Specialized financial planning for academics, higher-ed professionals, physicians, and medical professionals.

Your Vision. Our Expertise. Your Legacy.

At Braun-Bostich & Associates, we believe that exceptional financial planning goes beyond numbers—it's about understanding your unique vision for the future and creating strategies that make that vision a reality.

Our commitment to excellence and client-driven customized solutions sets us apart. We don't offer cookie-cutter advice. Instead, we take the time to understand your goals, challenges, and dreams, then craft a personalized roadmap to financial success.

CFP® Certified Planners
Customized Solutions
Continuous Education
Client-First Approach

Our Commitment to You

Strategies that align with your personal vision for the future

Continuous education and knowledge-sharing to keep you informed

Unwavering commitment to excellence in every interaction

Client-driven solutions that evolve with your changing needs

Specialized Expertise for Your Profession

We understand that different professions have unique financial challenges and opportunities. Our specialized approach ensures you get advice that's relevant to your specific situation.

Academics & Higher-Ed

  • TIAA-CREF optimization strategies
  • Sabbatical financial planning
  • Tenure track considerations
  • Student loan management

Medical Professionals

  • Practice transition planning
  • Malpractice insurance strategies
  • High-income tax optimization
  • Disability income protection

Business Owners

  • Business succession planning
  • Exit strategy development
  • Key person insurance
  • Cash flow optimization

Ready to Transform Your Financial Future?

Don't let another day pass wondering if you're on the right track. Our certified financial planners are ready to create a customized strategy that aligns with your vision and secures your legacy.

No obligation • 30-minute consultation

Get Started Today

Take the first step toward financial confidence. Contact us to schedule your personalized consultation.

Contact Information

Phone

724-942-2639

Call to schedule your consultation

Service Area

Pittsburgh, PA and Beyond

Serving clients throughout Pennsylvania and beyond

Certification

Certified Financial Planners (CFP®)

Committed to the highest standards of financial planning

Connect With Us

Why Choose Braun-Bostich & Associates?

Personalized Approach

Every strategy is customized to your unique vision, goals, and circumstances.

Professional Expertise

CFP® certified planners with specialized knowledge for your profession.

Ongoing Education

Continuous learning and knowledge-sharing to keep you informed and confident.

Legacy Focus

Strategies that protect and preserve your wealth for future generations.

Free 30-minute consultation • No obligation