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Sarver, PennsylvaniaGuidance That Treats Your
Money the Way You Would

The idea is an advisor whose interests point the same direction as yours, so the recommendation you get is the one you would reach yourself, given the time and the training. That alignment is the foundation, and everything else is built to keep it that way.

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34

years of industry experience

400+

clients served

Those with enough
at stake to get it right.

No two of these situations look alike, but the people in them have usually reached the point where going it alone no longer feels wise.

Business Owners

Business
Owners

You have built something valuable, and your company's finances and your own are deeply intertwined.

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Professionals &Executives

Professionals &
Executives

Your earning power is strong, but a demanding career leaves little time to manage it well.

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families

families

You are balancing today's costs against long-term goals for the people you love most.

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Pre-retirees & Retirees

Pre-retirees & 
Retirees

Retirement is near or already here, and making your savings outlast you is the priority.

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planning & investing, working as one

The help rests on two connected pillars, planning and investing, which work far better handled together than apart. Whichever one brings you in first, both end up pulling in the same direction toward the future you are building.

01
FInancial Planning

A clear roadmap comes first, connecting your goals, income, and timeline so every later choice has something solid to measure against.

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02
Wealth Management

With the plan leading the way, your investments are shaped around your goals and your appetite for risk, then watched closely over time.

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our ProcessHow a conversation becomes a plan

The point of the process is to turn your situation into a plan you understand and can act on, and to keep it useful as your life moves forward.

01Introduction &
Fact-finding

We begin by getting to know you and the full picture of your finances and goals.

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02Plan Design &
Presentation

We build a plan around what we learned, then walk you through it so it makes sense.

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03Implementation

Once you are comfortable, we put the plan into motion and handle the moving parts for you.

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04Reviews

As life and markets shift, we sit down regularly to update the plan and keep it on track.

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WHo we areLocal rootsand a long view

WHo we areLocal roots
and a long view

Sarver Financial Group brings more than three decades of experience to the greater Pittsburgh area, run by a founder who still handles the relationships himself. What it comes down to has always been the same, leaving people more confident about their finances than the day they first sat down.

Insights & Resources

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What Is My Net Worth?

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.
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Federal Capital Gains Tax Estimator

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.
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Ready to start the conversation?