Connecting CFPs, paraplanners, and wealth advisors with Pittsburgh's leading RIAs, independent planning firms, and advisory practices.
Pittsburgh's independent financial planning market has expanded significantly over the past decade. Fee-only RIAs, multi-advisor planning practices, and family offices are all competing for a relatively small pool of credentialed planners — particularly CFP® professionals with established client relationship skills. The challenge for growing firms isn't finding someone who knows the technical side of financial planning; it's finding someone clients will trust with their financial lives for the next twenty years.
Tony Priano approaches financial planning searches with that trust dynamic front of mind. Every placement in this space requires a candidate who balances technical depth with genuine client empathy. Priano Solutions maintains relationships with planners at all career stages — from paraplanners building their credential hours to lead advisors ready to step into a partnership track — and matches them to firms that align with their planning philosophy and long-term goals.
The CFP® mark is the industry's credibility threshold, and Tony has built deep relationships with credentialed planners across Pittsburgh and beyond — at every stage of their career. From candidates completing their final education requirement to experienced planners exploring a move from a wirehouse to an independent RIA, that network gives your firm access to talent that isn't visible on public job boards.
Independent and fee-only planning firms operate differently from bank trust departments and brokerage advisory arms — and the candidates who thrive in each environment are genuinely different people. Priano Solutions specializes in RIA-model placements, finding planners who are energized by client-centered, fiduciary-first practice environments rather than ones who will be frustrated by them.
A financial planning hire isn't just a staffing transaction — it affects your clients. Tony understands the trust dynamics inherent in advisor transitions and works to identify candidates who can inherit existing relationships thoughtfully, represent your firm's values consistently, and build client loyalty that outlasts any individual tenure.