Build Money Momentum

Discover Financial Planning to the Third Power

Pittsburgh Was Built on the Power of Three

Just like the three rivers that facilitated the fast growth of our great city, 3Rivers Financial was founded by three seasoned financial professionals who’ve joined forces to better serve your needs and to maximize your money’s momentum.

Empowering All Types of People

We support a diverse group of working professionals and business owners, as well as retirees branching out into their post career lives.

Professionals:

Medical
Legal
Academic
Tradespeople

Business Owners:

Startups
Family Owned
Partnerships
Exit & Succession

Retirees:

Pre- & Post-Retirement
Rollovers
Medicare & Social Security
Estates & Trusts

Streamlining the Planning Process

We believe everyone should benefit from the power of financial planning, so we offer a simple, streamlined process to get you quickly moving in the right direction.

3-Step Process

Evaluation
Education
Implementation

Learn Our Approach

Propelling You with Strategic Solutions

We want you to venture beyond 401Ks and IRAs, which is why we provide an array strategic wealth-building solutions that can help accelerate financial growth.

Financial Planning

Growth & Savings Strategies
Education Planning
Tax Strategies

Retirement Planning

Cash Flow
Medicare & Social Security
Long-Term Care

Estate Planning

Tax Strategies
Wealth Transfer
Charitable Giving

View All Services

Supporting You with Specialized Skillsets

Our team collaborates and complements each other in order to push your financial plan further, offering valuable insights in areas such as taxation, insurance, and investing.

Daniel Kruper, CRC®

Financial Advisor & Partner

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Danielle Patterson, CRC®

Financial Advisor & Partner

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Tony Shatley

Financial Advisor & Partner

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Meet Our Team

Build Your Financial Future in Three Dimensions

Discover how 3Rivers Financial can help exponentially build momentum for your money.  

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