Fifth & Forbes: An Approachable Team Guiding Your Progress

About Us

Balancing Today and Tomorrow With Holistic Guidance

We understand how hard you have worked to get where you are. You want to live a full life today while maintaining confidence that you are well-prepared for the future. Our aim is to ensure that you can enjoy both today and tomorrow, so we help you accomplish these goals through measured, objective advice and education.

Built in Pittsburgh, Serving Clients Nationwide

Independent and Focused on Your Interests

Fifth & Forbes is an independent advisor that upholds the principles governing CFP® activities. We are not beholden to meet quotas or promote proprietary products. We use a big-picture perspective to assess your financial condition and recommend strategies that put your interests first to help you move toward your goals.

Combining Strategic Advice With Focused Education

We focus on crafting effective, tailored financial strategies that will help you reach your goals. At the same time, we provide education to advance your knowledge of how the stock market works, what investment and savings options make the most sense for you, and other fundamental financial topics to support your growth and confidence.

Our Core Values: Our Independent Foundation

Our core values support our belief that wealth is measured by how you lead your life, not by dollar signs. We support our clients' as they enjoy their life now while feeling confident about the future.

Bring the Human Element

We bring a human element and a holistic view to financial planning. Considering every aspect of your life, we deliver integrated solutions that help create balance and build your confidence.

Make Wealth Meaningful

We want you to enjoy your life, not focus on the numbers. Through personalized, measured guidance, we can help you transition your wealth into something that’s meaningful to you and your family.

Keep Advice Independent

In keeping with CFP® principles, we prioritize your best interests over everything else. Our firm and our advice are independent and are not beholden to proprietary products and quotas.

Impact Through Education

Education has made all the difference in our lives. We believe it can do the same for you. As a part of our process, we cover the basics of how the stock market works and its potential risks and rewards.

Expertise and Integrity With a CFP<span>®</span> Designation

Expertise and Integrity With a CFP® Designation

Earning the Certified Financial Planner (CFP®) designation signifies mastery in financial planning. It involves rigorous training, examinations, and adherence to ethical standards. With a CFP®, professionals demonstrate expertise in vital topics like investment management, retirement planning, tax strategies, and estate planning.

Explore Our Process

An Independent Team Always on Your Side

Meet the experienced, caring team at Fifth & Forbes. Our advisors operate collaboratively in an environment of support, offering comprehensive financial guidance and relevant education on financial topics. By prioritizing our clients' interests, we foster enduring relationships that evolve with each life stage, empowering each client to confidently live the life they want.

Mitch ONeill CFP®

Financial Advisor

724-575-0449

Mitch.ONeill@FifthAndForbes.com

Chris ONeill

Financial Advisor

724-575-0439

Chris.ONeill@FifthAndForbes.com

David Roduit

Financial Advisor

724-575-0439

908-656-3917 (voice only)

David.Roduit@fifthandforbes.com

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number^®. It's fast, free and displays your number instantly.

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