Your Team of Trusted Advisors

Having a relationship with your financial advisor that’s built on trust is key to pursuing your financial goals. When you partner with H&A, your personalized team relieves you of the worry of wealth management so you can focus on the things that matter most to you.

Bob Hapanowicz
Bob Hapanowicz

Founder & President
Wealth Advisor

Robert Gibb
Robert "Casey" Gibb, CFP®

Managing Director, Financial Planning
Wealth Advisor

Bernard Carter
Bernard Carter, CFA® CFP®

Managing Director, Investments
Wealth Advisor

Christina Hapanowicz
Christina Hapanowicz, CFP®

Managing Director, Business Development
Wealth Advisor

Bobby Hapanowicz
Bobby Hapanowicz

Wealth Advisor

Ryan Blodgett
Ryan Blodgett

Retirement Plan Services

Here's How the Process Works

We understand that it can feel overwhelming to find a financial advisor that fits your exact needs. When you choose H&A, we make the onboarding process simple so your investment plan can be put into action as soon as possible, getting you one step closer to pursuing your goals.

1

Discovery

We’ll have conversations to gather the most important information from you—what your goals and priorities are. This becomes the backbone of your personalized investment plan.

2

Presentation

You’ll receive a custom investment strategy gameplan that is fully aligned with your goals and objectives. This includes complimentary consulting with additional professional advisors if necessary.

3

Execution

Your investment gameplan gets put into action, which includes tracking of asset transitioning, investment reallocation, and the implementation of additional services if necessary.


Why Our Clients Trust Us

9

Different Professional
Certifications

$400MM

Assets Under
Our Care

99%

Client Retention
Rate

Largest Money Managers Pittsburgh 2020 Hapanowicz & Associates
Largest Money Managers Pittsburgh 2019 Hapanowicz & Associates
Largest Money Managers Pittsburgh 2018 Hapanowicz & Associates
Largest Money Managers Pittsburgh 2017 Hapanowicz & Associates