Business Details
37 Years
experience
Trusted Financial Advisers in Beaver, PA
Dinuzzo Investment Advisors has served as a trusted fiduciary in Southwestern Pennsylvania since 1989, specializing in wealth management, financial planning, and tax advisory services. Our team of certified professionals, including CFPs, ChFCs, and AIFs, leverages over 176 years of combined experience to deliver personalized financial wellness strategies. We adhere to a fiduciary standard, prioritizing client needs through evidence-based investment approaches and comprehensive life planning. Recognized as a Five Star Wealth Manager for 13 consecutive years, we manage $1.139 billion in assets while maintaining a commitment to transparency, ethical practices, and community engagement. Our proprietary DiNuzzo Financial Wellness LifePlan integrates risk management, retirement planning, and intergenerational wealth transfer strategies tailored to individual client goals. 
Services
Wealth Management
Financial Planning
Tax Advisory
Retirement Planning
Risk Management
Investment Advisory
Estate Planning
Portfolio Management
Insurance Analysis
College Funding Strategies
Details
- Year established: 1989
Highlights and features
- 35 years of experience as SEC-registered investment advisors since 1989
- Fiduciary standard ensuring client interests always come first
- Team of 9 CFP professionals and 7 AIF designees with 176 combined years of experience
- Recognized as Five Star Wealth Manager for 13 consecutive years
- Proprietary Financial Wellness LifePlan integrating comprehensive wealth strategies
Associations and certifications
- Certified Financial Planner Board of Standards
- The American College of Financial Services
- Center for Fiduciary Studies (Fi360)
- IRS Enrolled Agent Program
What people say
Award-winning service
Fiduciary excellence
Personalized approach
Proven expertise
Long-term trust
Services
Wealth Management
Our wealth management services combine strategic asset allocation with tax-efficient investment strategies to grow and preserve client wealth. We create customized portfolios using evidence-based approaches grounded in modern portfolio theory. With $1.139 billion in assets under management, our SEC-registered advisors implement diversified solutions tailored to individual risk tolerances and financial goals.
Financial Planning
The DiNuzzo Financial Wellness LifePlan integrates retirement planning, estate strategies, and risk management into a comprehensive roadmap for financial success. Our CFP professionals develop personalized plans addressing cash flow management, debt reduction, and long-term wealth accumulation strategies tailored to each client's unique circumstances.
Tax Advisory
Our IRS Enrolled Agents and tax-specialized advisors provide strategic tax planning services to minimize liabilities and optimize financial outcomes. We focus on tax-efficient investment strategies, retirement account conversions, and coordinated tax-return planning to enhance overall wealth preservation.
Retirement Planning
We develop customized retirement strategies incorporating systematic withdrawal plans, Social Security optimization, and pension analysis. Our evidence-based approach ensures sustainable income streams while maintaining portfolio longevity through various market cycles and economic conditions.
Investment Advisory
Our investment advisory services utilize diversified, low-cost index funds and ETFs aligned with clients' risk profiles and time horizons. We implement disciplined rebalancing strategies and tax-loss harvesting techniques to maintain optimal portfolio allocations while minimizing transaction costs and tax implications.
People
P. J. DiNuzzo
Founder, President
CPA and CFP professional with 35 years of experience in indexing strategies. Founder of Dinuzzo Investment Advisors, managing $1.139B in assets. Recognized as Five Star Wealth Manager since 2012. Holds MBA and MSTx degrees from University of Pittsburgh and Robert Morris University.
Mark S. DiNuzzo
Executive Vice President
CFP and ChFC professional with 28 years of experience. Leads risk management division and holds MBA from Robert Morris University. Recognized as Five Star Wealth Manager since 2013. Specializes in fiduciary standards and client relationship management.
Michael V. DiNuzzo
Managing Partner
CFP and ChFC professional with 18 years of experience. Holds MSFP from Bentley University and EA designation from IRS. Recognized as Five Star Wealth Manager since 2014. Focuses on wealth transfer strategies and portfolio management.
Jacob R. Potts
Chief Operating Officer
CFP and ChFC professional with 13 years of experience. BSBA graduate from Robert Morris University. Recognized as Five Star Wealth Manager since 2017. Oversees daily operations and investment team management.
Leslie D. Taylor-Neumann
Wealth Planning Team Leader
CFP and ChFC professional with 9 years of experience. BSBA graduate from Robert Morris University. Recognized as Five Star Wealth Manager since 2021. Specializes in comprehensive financial planning and client education.
Questions
What services does DiNuzzo Wealth Management offer?
We provide comprehensive wealth management, financial planning, tax advisory, retirement planning, and investment advisory services tailored to individual client needs.
Are you a fiduciary financial advisor?
Yes, we operate under a fiduciary standard, legally obligated to act in our clients' best interests at all times.
How are your financial advisors credentialed?
Our team includes 9 CFP professionals, 7 Accredited Investment Fiduciaries (AIF), 5 Chartered Financial Consultants (ChFC), and IRS Enrolled Agents.
What is the DiNuzzo Financial Wellness LifePlan™?
Our proprietary planning framework that integrates investment management, risk assessment, retirement strategies, and intergenerational wealth transfer planning.
How do you determine appropriate investment strategies?
We use evidence-based approaches grounded in modern portfolio theory, focusing on tax-efficient indexing and strategic asset allocation.
What geographic areas do you serve?
We work with clients in 33 states, with primary offices in Beaver and Pittsburgh, Pennsylvania.
Videos
Reviews (3)
Debra Holz
Oct 30, 2019
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I was new to investing when I met P.J. DiNuzzo about 8 months ago and had no idea what I was doing. I had a considerable sum of money, but I was terrified of losing it. P.J. was very patient with me and twice held long meetings with me to explain investing and diversifying my investments laying out the logic of his proposal. It was almost a tie with another financial advisor, but I chose DiNuzzo because it's apparent he and his wealth advisor, Mark Ambrose, know what they're doing. I am a conservative investor, and they've respected that. Mark has also very patiently held my hand through the process
Charlie Cook
Oct 23, 2019
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We approached DiNuzzo for financial planning services with our assets being greater than their minimum. After supplying information that was requested we had a second meeting on Jan 15. PJ spent the entire meeting detailing inadequacies of our reported cash flow. To our surprise the meeting then ended with no explanation nor interest in offering their service. Basically we were shown the door. An explanation of why they were apparently not interested in offering services was appropriate. Our mistake was not requesting such an explanation which would have been helpful. People in our situation are
David Cutich
Jul 23, 2019
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I have had my account with the DiNuzzo team for many years. They are very professional and thorough. They explain everything they do and why in detail. They do not "churn" your account, they only take a percentage fee for their services. My wife and I typically meet with them once per year and they review your account and go over your financial future. They always answer your questions patiently and in great detail. I have been very happy with their services and I highly recommend them.
