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Bringing Your Financial Vision to Life

We recognize that each financial journey is unique, which is why we focus on a personalized, goals-based approach rather than a one-size-fits-all strategy. Our financial professionals take the time to listen, understand, and guide you through investment decisions that align with your vision, guiding you towards the financial future you envision.


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Pursue the Life You Desire With Tailored Strategies

We partner with you to align your assets with your goals, combining your vision with our expertise. By focusing on what matters most to you, we provide a personalized approach tailored for individuals and families with complex financial needs.


Don't navigate the complex financial landscape alone.

Schedule an Appointment

Tailored Solutions to Manage and Preserve Your Wealth

High Net Worth Financial
and Estate Planning

Customized planning for individuals and families with complex financial needs. We focus on preserving wealth, minimizing taxes and ensuring smooth asset transfer. Strategies may include trusts, charitable giving, business succession and coordination with legal and tax advisors.

Trust and Fiduciary
Knowledge

Our specialized trust and fiduciary services help you protect your assets, minimize tax exposure, and provide for your beneficiaries. Whether you need assistance in managing your estate or require a dedicated trustee, we're here to support and guide you.

Better Together

Combine Wealth Management with Private Banking Select Checking to create a tailored solution that both manages and preserves your wealth. You can define your unique financial vision and goals while enjoying the convenience of an interest-bearing checking account that adds to your financial growth.

Our Wealth Management Process

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Identify Needs and Objectives

We start by understanding your unique financial vision and goals, laying the foundation for a strategy that reflects your aspirations.

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Gather Information

Together, we gather critical information about your current financial landscape, and priorities, so we can shape an approach tailored to you.

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Analyze Information

We review your portfolio, assess potential strategies, and consider how to maximize the potential of your assets.

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Develop a Plan of Action

We develop a customized plan with clear, actionable steps designed to keep you informed and confident as we work toward your financial goals.

Get Started

Who We Are: Values That Empower Your Financial Journey

  1. Excellence and Passion

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    Our commitment to your financial independence is rooted in a genuine passion for service. We're here to support your goals with diligent, attentive guidance every step of the way.

  2. Teamwork and Collaboration

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    Collaboration is at the heart of our approach. We know that navigating the financial landscape alone can be daunting, and we aim to remove complexity from the process.

  3. Innovation and Creativity

    Innovation

    We embrace forward-thinking tools and innovative approaches to keep your financial journey seamless, adaptable and aligned with your evolving goals.

Serving Families, Philanthropists and Legacy Builders

  1. Article

    Estate Planning: An Introduction

    By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conse...

  2. Article

    Leaving a Legacy

    To ensure that your legacy reaches your heirs as you intend, you must make the proper arrangements now....

  3. Article

    Help the Next Generation

    Passing along a financial legacy to the next generation may ultimately benefit many future generations of your family — but only i...

Notices & Disclosures

1Products and services offered through F.N.B. Wealth Management, which refers to the combined offerings of First National Trust Company, F.N.B. Investment Advisors, Inc., and F.N.B. Investment Services (a marketing name for Cetera Investment Services LLC/Cetera Investment Advisers LLC). Located at: 626 Washington Place Pittsburgh, PA 15219 / 1-877-871-7680.

2F.N.B Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRARedirect icon/SIPCRedirect icon.Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.comRedirect icon

Check the background of a F.N.B Investment Services professional on FINRA’s BrokerCheckRedirect icon. Click here to view Cetera Investment Services Privacy PolicyRedirect icon, other Important InformationRedirect icon and Business Continuity PlanRedirect icon

Investments are:

Not FDIC/NCUSIF Insured Not Financial Institution Guaranteed May Lose Value
Not Insured by Any Federal Government Agency Not a Bank Deposit

F.N.B. Investment Advisors, Inc. is a registered investment adviser. Registration of an Investment Adviser does not imply any level of skill or training. Additional information about us is also available on the SEC’s website at https://www.advisorinfo.sec.govRedirect icon, using CRD # 109515 and SEC # 801-56609.

F.N.B. Wealth Management does not provide legal, tax or accounting advice.

*A CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is given to those who have completed the CFP® program administered by the CFP Board. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

*A Certified Trust and Fiduciary Advisor (CTFA) designation is given to those who have met eligibility requirements and passed the CFTA examination administered by the American Bankers Association (ABA).

Redirect icon - For your convenience, First National Bank (FNB) provides links to third party service providers. By clicking this link you agree to leave FNB’s website and will be routed to a third-party site outside the control of FNB. FNB does not provide, and is not responsible for, the products, services, or overall website content available at a third-party site. FNB does not endorse or guarantee the product, information or service on any third party’s website. FNB’s privacy policy does not apply to the linked website; we encourage you to read and evaluate the privacy and security policies of the site you are entering.

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