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james.mashey@prudential.com
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About Sarver Financial GroupWho We Are.

A Partner Through Every Stage of Your
financial life.

Sarver Financial Group opened in 2020, rooted in the town of Sarver and serving families, professionals, and business owners across the greater Pittsburgh area. Behind it are decades of experience helping people make sound decisions when a new job, a growing family, the sale of a business, or the start of retirement puts real money on the line. What guides the guidance is a straightforward idea. Financial decisions are rarely made well in isolation, and they get easier when someone who knows your full situation is sitting on your side of the table.

01More Than a One-Time Plan

A financial plan only matters if it holds up long after the meeting ends. One client came in about five years before he planned to retire, a business owner with a great deal riding on getting the transition right. We built a plan together, adjusted it as his situation shifted, and stayed in his corner through the handoff into retirement. Two years into that retirement, he is still following the same plan. Follow-through like that, years after the first handshake, is the part that actually counts.

02Cards on the Table

Every recommendation comes with the reasoning behind it, the alternatives worth weighing, the costs involved, and the honest option of doing nothing at all. There are times the most useful thing to say is that a product or a move is not right for you, even when it would have meant business for us, and those are the conversations that tend to matter most over the years. Nothing lands in your plan unless it fits where you are and where you are trying to go.

Meet our founder.

Sarver Financial Group runs on standards its founder sets in person, and answers for himself, not on rules handed down from somewhere above. His definition of a job done right is a client who is steadier and better positioned years from now, and that is the bar for everything done under the firm's name. Staying this involved at the top is what keeps the day-to-day grounded.

Founder & Lead AdvisorJim Mashey

Founder & Lead AdvisorJim Mashey

After more than three decades advising families and business owners, the moment that still means the most to me is a call from a client telling me the plan we built actually worked. Watching someone go from quietly worried about money to settled enough to focus on the rest of their life is the part I have never grown tired of.

Credentials

  • LUTCF®
  • RICP® (Retirement Income Certified Professional), conferred by The American College
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our process.

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 and Fact-Finding

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

02Plan Design and Presentation

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

03Implementation

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

04Reviews

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

Ready to start the conversation?