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Today's Decisions Tomorrows Legacy

Our philosophy is to help people make decisions that outlast the Dash. Through intentional planning, protection strategies, and legacy building, we aim to guide our clients in creating impact that goes beyond a lifespan and withstands generations.

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Meet the Team - Your Allies in Protection

At LPF, we take a team-based approach to planning, helping ensure every client benefits from the collective insight of multiple professionals rather than just one perspective. We're equally committed to giving back through our Stewardship initiative, using a portion of our revenue to support the communities around us. This shared mission reflects our passion for helping others both personally and professionally and drives the meaningful work we do every day.

Meet Our Team

How We Help

At LifePoint Financial, our approach is purpose-driven, personalized, and centered on what truly matters: The Dash between life's dates and the decisions, values, and impact of each day. We focus on protecting both earned and unearned income, working to ensure that you can remain at the center of every strategy, Our goal is to help secure your income throughout your working years, so you can move forward with clarity and confidence.

Income Protection

Protecting both earned and unearned income is a vital part of any financial plan. Illness, lawsuits, or premature death can disrupt your goals- our team helps you prepare for life's uncertainties.

Estate Planning

Planning for the future means ensuring your loved ones are cared for. We help organize, document, and structure your estate plan with clarity and intention.

Business Planning

Whether you're launching a new venture or leading a third-generation family business, our team offers the experience and insight to support with growth, retention and succession planning.

Personal & Professional Balance Sheet

We take a comprehensive view of your assets, liabilities, and cash flow to build a coordinated and resilient financial plan using proprietary planning software- The Living Balance Sheet^®.

Investments

We build personalized investment portfolios designed to align with your lifestyle, goals, and time horizon - whether you're planning for the short term or building for the future.

Retirement Strategies

Saving for retirement is only part of the journey-preserving your wealth and ensuring it lasts through your retirement years is key. We help build a strategy for long-term security and confidence.

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What Sets Us Apart

At the heart of our firm is a belief that success isn't measure solely by what we earn-but by what we give. The Stewardship was born out of a shared commitment to generosity, a collective decision to set aside a meaningful portion of our firm's revenue to invest back into the community.

Through this dedicated fund, we align with vetted nonprofits and organizations making lasting change in the lives and legacies of people across Pittsburgh, especially those who face barriers to access opportunities. Each year, we commit to Give Day, a celebration of purpose, relationships, and the power of giving back.