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Our Services
Financial Planning
As life changes, so should your financial plan. Expecting a child? Retiring early? Building your dream home? We are here to guide you through all of life’s great moments and unexpected turns.
Investment Management
After developing a thorough understanding of your risk tolerance and short- and long-term goals, we will work together to create a customized investment portfolio designed for you.
Insurance
We navigate the often complex world of insurance planning. Our specialist in Life, Long Term Care, Medicare and more review each clients situation thoroughly.
What We Do
Cultivating trust through independence.
Financial Planning
We'll help you make sensible decisions about money that can help you achieve your goals in life.
Asset Management
This sphere of financial advisory includes identification, assessment, and prioritization of possible risks for your business with following preventative measures.
Retirement Planning
Use our strategies and retirement advice, including retirement calculators to help you retire faster.
Estate Planning
Make arrangements for the ones you love. Inheritance laws are constantly changing. We will keep you and your plan up to date with he current estate and inheritance protections in place
Our Team
Sam is a Financial Advisor at Seven Fields Wealth Management. Sam’s expertise is in listening and understanding what makes each of our clients unique.
Jeremy Evans has been serving his clients in the advisory business for more than 15 years. He is a proud family man sharing a home in Cranberry Township with his wife Jen and two sons Cameron and Connor.
Chris Rondinelli is a Financial Advisor with Seven Fields Wealth Management. Chris's mission is to help clients live their best life by minimizing the time that people spend managing their personal finances.
As an Independent Financial Advisor, Sean's mission is to help clients pursue financial independence through informed decision-making. Sean believes that financial planning is a lifelong, personal process...
Michael is a co-founder and partner of Seven Fields Wealth Management. He has over 17 years of industry experience as a financial advisor and is a CERTIFIED FINANCIAL PLANNER™ professional. In addition to his CFP® certification...
Many people find that using a financial advisor can help them pursue their financial goals. As an experienced financial professional, I am committed to building a long-term relationship with open, two-way communication. To get started...
Rich is a second generation financial advisor. Mentored by his father, Rich learned the importance of financial planning at an early age. Rich became licensed as a financial advisor in 1983 and for over 30 years, has been managing his portfolio of clients.
With both an undergraduate degree in Psychology and a master’s Degree in Rehabilitation Counseling from the University of Pittsburgh, Bob never would have guessed he would find himself in the business of helping people realize their financial life goals.
2013
Established
9
Advisors
21
Avg. years of experience