Sterling Heights Financial Group, LLC of Pittsburgh

Sterling Heights Financial Group, LLC of Pittsburgh is a financial planner in Pittsburgh, PA. The firm operates as an independent wealth management practice serving individuals, families, and business owners. Its core services include retirement planning, wealth management, investment management, and assistance with 401k and 403b rollovers. The firm focuses on creating income in retirement, reducing investment fees, and managing risk through diversified portfolios that may include traditional markets, real estate, private equity, and private debt. It serves clients across Pennsylvania and Florida, with specific concentrations in the Allegheny and Westmoreland regions of PA and the St. Petersburg and Tampa areas of FL. The business holds a rating of 5.00 based on client reviews.

Founded in 2018, the firm was established to provide ethical financial guidance and to address common client frustrations with high fees and product-heavy sales tactics. The team of advisors brings over 25 years of combined experience to their work, having served more than 270 clients as of September 30, 2025. As fiduciaries, the advisors are motivated solely by client success and work in the best interest of those they serve. The firm takes a holistic approach to financial planning, considering risk tolerance, time horizon, and lifestyle preferences to develop personalized strategies for wealth accumulation, preservation, and retirement.

The Pittsburgh office is located at 300 Mt Lebanon Blvd, Suite 2214. It is situated about 0.4 miles from Rockwood Park and the Castle Shannon/Mt Lebanon Post Office. The Castle Shannon train station and Foster Elementary School are also within 0.4 miles of the office. Pinecone Park is located approximately 0.5 miles away, while the Sunset Hills neighborhood is about 0.6 miles from the location.

Sterling Heights Financial Group, LLC of Pittsburgh provides low-fee, fiduciary-driven financial planning for residents of Pittsburgh who are navigating retirement transitions or business succession.