Our Story

At HUB Retirement and Wealth Management – Moon Township, our mission is to make sure our clients have a plan tailored to their specific business and individual needs that addresses their unique goals and circumstances now and in the future. Utilizing our highly experienced team, we provide innovative retirement planning services to organizations and their employees, and wealth management services to individuals.

We differentiate ourselves by thinking strategically and long-term with our clients, to help ensure that their business objectives fully align with their retirement plan strategy. We are independent, vendor neutral, and help ensure transparency in making investments recommendations and decisions. Our strong investment fiduciary processes mitigate risk for plan fiduciaries while striving to deliver successful retirement ready outcomes for the plan employees.

Our wealth management services utilize a client first mindset to provide diverse guidance and revenue neutral recommendations to help our clients work toward accomplishing their personal financial goals. We recognize that each person’s situation is different. Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values that you hold and develop an overall wealth management plan tailored to your specific set of circumstances.