Financial Advisor Bradley Dishart specializes in financial planning and money management for entrepreneurs, business executives and retirees. His experience in financial planning and investment management allows Brad to offer the highest level of client service and expertise to a wide variety of clients.
Mr. Dishart along and his partner Allison O’Brien offer their clients a unique blend of Professional Wealth Management and personal service, carefully evaluating clients’ goals and objectives before recommending an investment strategy. “We really get to know our clients, and it is through these special relationships that we can truly help them achieve their life goals.”
Deep Respect for the Individual, Integrity in Thought and Action, Teamwork in a Family-Oriented Culture and Relentless Commitment to Excellence epitomize Brad and Allison’s mission and vision. Brad earned a Bachelor of Arts degree in Accounting and Economics from the University of Pittsburgh and received his Master of Business Administration degree in Estate Taxation and Finance from Duquesne
University.
Born and raised in Allison Park, Pennsylvania, Brad has strong bonds to his community, family and church. In his free time, he enjoys oil painting and is an Instrument Rated
Pilot. Brad and his wife Jody and two children Landon and Ellis reside in Gibsonia, Pennsylvania.