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Matthew A. Yanni, CFA, CFP®

Yanni & Associates Investment Advisors, LLC

2000 Corporate Dr
Ste 450
Wexford, PA 15090
Phone: (724) 940-0310
Fax: (724) 940-0308

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Government & Military
  • Mutual Funds
  • Irregular Income
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Sudden Wealth
  • Men's Finances
  • Special Needs
  • Women's Finances

 

How Planner Charges

Considerations: Fixed-fee arrangements can be made too

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.