Sam Marsteller, Financial Advisor at Equitable Advisors

Sam Marsteller, Financial Advisor at Equitable Advisors I help clients feel confident about their future by protecting wealth, building assets, and creating legacies. Let's Connect!

My planning covers investments, retirement, estate strategies, insurance, education funding, Long Term Care, etc. I work with individuals and families who want to protect their wealth, grow their assets, and create meaningful financial legacies. By simplifying the financial planning process, I help clients make decisions with clarity and confidence. Together, we establish clear goals, implement a

strategic plan tailored to your needs, and make thoughtful adjustments over time. Education and empowerment are central to my process—I ensure my clients understand their options and develop sound financial habits. I am licensed, registered, and prepared to guide you across a range of financial strategies, including:

Investment management
Retirement income planning
Estate planning strategies
Life insurance solutions
Education funding planning
Long‑term care insurance

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/9037693b-288d-48ae-95e7-d83b5f6603fc....
06/02/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/9037693b-288d-48ae-95e7-d83b5f6603fc.pdf

Check out LPL Financial Research's Weekly Commentary on the market: "Add Context, and Stock Market Valuations are Far". ...
06/01/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Add Context, and Stock Market Valuations are Far".https://static.fmgsuite.com/media/documents/53a69ec5-417f-4f30-b2d7-c3c22f440321.pdf

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
06/01/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
05/29/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
05/27/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

Check out LPL Financial Research's Weekly Commentary on the market: "Seeds of Opportunity: The Case for Agriculture Inve...
05/26/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Seeds of Opportunity: The Case for Agriculture Investments".https://static.fmgsuite.com/media/documents/9cf6b951-7c8e-4850-92b3-c2de539cb8f8.pdf

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
05/25/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could re...
05/22/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
05/20/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Check out LPL Financial Research's Weekly Commentary on the market: "Energy Shock Expected to Hit Prices Harder Than the...
05/18/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Energy Shock Expected to Hit Prices Harder Than the Economy".

https://static.fmgsuite.com/media/documents/a54690d5-f997-46f4-9f3d-01f9ddf497a5.pdf

Address

Six PPG Place
Pittsburgh, PA
15222

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