Botkin Family Wealth Management

EST. AUM
$500,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Pittsburgh
CRD Number
Website botkinfamilywealth.com
Client types

Overview

Botkin Family Wealth Management is a family-owned, independent advisory practice providing planning-led wealth management for multigenerational families. Clients work directly with the firm’s owners, who emphasize attentive service, goal setting, and disciplined portfolio oversight. Core capabilities include comprehensive financial planning, retirement and income strategies, education funding, tax coordination, and ongoing investment management delivered within an open-architecture platform. The firm highlights a personalized process—defining objectives, creating tailored plans, and reviewing progress regularly. Advisory services are provided through Private Advisor Group, with brokerage/custody through LPL Financial, reflecting a fiduciary approach and access to widely used vehicles such as mutual funds and ETFs.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Botkin Family Wealth Management

Platform Details

Investment Preferences

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Address

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