a to b, legally known as Point B Planning, LLC, is a Registered Investment Adviser (RIA) based in the Pittsburgh, PA area. The firm was founded on the principle of helping clients navigate their financial journey from their current state (point a) to their desired future (point b). They operate as fiduciaries, meaning they are legally obligated to act in their clients' best interests. Their services include comprehensive financial planning, retirement planning, investment management, and holistic wealth management, tailored to individuals, families, and business owners.

Founded in

United States