About Wright Financial Planners
Adam K. Wright, CFA, CFP®
Senior Financial Planner
B.S. The Pennsylvania State University
M.B.A. University of Pittsburgh
Chartered Financial Analyst
Certified Financial Planner
Our Principles
It's an ongoing process
It's an ongoing process
It's an ongoing process
Good financial planning takes time. It is a process that involves risk management, investments, taxes, and more!
Communication is key
It's an ongoing process
It's an ongoing process
Knowing all about your finances helps us deliver great, personalized, advice! Without dialogue we won't know what's working.
We are proactive
It's an ongoing process
We are proactive
The plan is only the starting point. Planning is what keeps you on track. We will contact you several times a year for reviews.
We do what works
We love our clients
We are proactive
Money is emotional, however, we deliver research and evidence based that allows us to plan for a wide variety of outcomes.
We love our clients
We love our clients
We love our clients
Working with amazing people that value and appreciate our services is what brings us to work every day.
100% fiduciary
We love our clients
We love our clients
We refuse compensation from anyone that is not a client. Our flat fee model helps us always put the client first in everything we do.
Thank You!
Welcome! On behalf of our entire team, we’d like to personally thank you for considering Wright Financial Planners for your financial planning advice. We're excited to get to know you and welcome you into our family of clients.
Since you're here, we know how important good financial planning is to you. That's why we encourage you to schedule a discovery call to see if we can help you save money, pay less in taxes, protect what’s important, and invest better. Now is a fantastic time to start your path to a successful retirement plan.
We are looking forward to working with you in the months and years ahead. It’s a journey, and we welcome you to take the first step. In the end, our goal as your financial planner is to proactively plan for the future you want. Let's start your financial strategy now!
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