Welcome to Our Pittsburgh Office

Experienced Financial Advisors in Pittsburgh

Pittsburgh Financial Planning

We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering. We look forward to connecting with you and your family.

Anthony (Tony) Strittholt
Anthony (Tony) Strittholt, CRPC®, CEPA® Regional Vice President
Pittsburgh
Ready to get in touch? My team and I are here to help.
David (Chip) Workman
David (Chip) Workman, CFP® Managing Partner
Pittsburgh

Pittsburgh

By Appointment Only

301 Grant Street
Suite 270 (office # 353)
Pittsburgh, Pennsylvania 15219

Pittsburgh Offices Fast Facts & Specialties

  • Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others.
  • Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions.
  • We’re proud that nearly half of our client-facing team firm-wide are women.

Financial Solutions We Offer in Pittsburgh

Mercer Advisors delivers comprehensive financial guidance designed to address the full complexity of your financial life. Our Pittsburgh team brings together planning, investment management, tax strategy, estate planning, and trust services — working collaboratively to help individuals and families make confident, informed financial decisions.
Financial Planning
Personalized financial planning for Pittsburgh individual clients and families, integration cash flow, retirement goals, education planning, and long-term priorities into one cohesive strategy.
Tax Planning & Preparation
Proactive tax planning and preparation designed to help Pittsburgh residents manage tax exposure while aligning financial decisions with state and federal tax considerations.
Investment Management
Institutional-grade portfolio management tailored to Pittsburgh clients, focused on long-term objectives, risk management, and disciplined investment strategies.
Estate Planning
Thoughtful estate planning support for families, helping structure assets, beneficiaries, and legacy goals within state and federal estate frameworks.
Insurance Solutions
Risk management strategies that help Pittsburgh clients protect income, assets, and family needs through carefully evaluated insurance solutions.
Trustee Services
In-house fiduciary trust services designed to support complex estate plans, multigenerational wealth, and long-term stewardship under state regulations.

Deep Experience Working With…

advisor helping tech professional navigate concentrated stock positions

Concentrated Stock

At Mercer Advisors, we help Pittsburgh clients manage concentration with a financial plan that focuses on unlocking liquidity, reducing risk, and preserving long-term wealth.  

Divorcing & Divorced

We provide Pittsburgh residents with compassionate, personalized financial guidance throughout your divorce, empowering you to embrace the opportunities ahead.  Learn more about how we can help.

Generational Wealth

Managing wealth across generations isn’t just about protecting assets—it’s about safeguarding your legacy. We collaborate with Pittsburgh families like yours to craft tailored plans that help to ensure long-term financial continuity.

A family discussing a lifetime trust

Inherited Wealth

Your inheritance marks a beginning and an end. Learn more about how we approach this delicate situation for Pittsburgh residents and help ensure your new wealth is protected, optimized, and meets your long-term goals.

IPOs & Liquidity Events

Whether you’re holding RSUs, ISOs, NSOs, or ESPP shares, the decisions you make now may shape your financial future.  Learn how we can help demystify the process for you and help avoid a hefty tax bill.

older couple out enjoying their retirement

Retirement Planning

Retirement planning is a vital aspect of financial wellness that transcends age, income level, or career stage.  See how we can help Pittsburgh residents design retirement plans that help them achieve their financial goals.

Financial planning for individuals with special needs

Special Needs

Caring for a loved one with disabilities brings unique responsibilities, and planning ahead is one of the most important things you can do. We’ll help you prioritize what matters most, understand what can wait, and build a plan that gives you confidence.

two female business professionals walking and talking

Women & Wealth

We’re fiercely committed to amplifying women’s financial confidence. Learn how we’re leading the charge to create better financial outcomes for women in Pittsburgh.

Meet Our Talented Advisors

Our team is deeply embedded in the Pittsburgh community and specializes in areas relevant to local residents.

Ready to learn more from the Pittsburgh team?

Let’s Talk

Ready to get in touch?
My team and I are here to help.

Managing Partner, Pittsburgh