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

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing h...
08/28/2026

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

If you died, what would happen to your email archives, social profiles, and online accounts?
08/26/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Check out LPL Financial Research's Weekly Commentary on the market: "Stock Market Tug of War: Earnings vs. Rates". https...
08/24/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Stock Market Tug of War: Earnings vs. Rates".https://static.fmgsuite.com/media/documents/a0060be1-be17-40a1-9322-c5c9a4871952.pdf

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
08/24/2026

Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

Earnings season can move markets. Find out why.
08/21/2026

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

Take an inside look into Simplified Employee Pension plans.
08/19/2026

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Check out LPL Financial Research's Weekly Commentary on the market: "Shifting Leadership in Global Growth". https://stat...
08/17/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Shifting Leadership in Global Growth".https://static.fmgsuite.com/media/documents/0eb52475-457a-47fd-bf0d-64077cdb9fde.pdf

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?
08/17/2026

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Thinking of volunteering in retirement? Some considerations.
08/14/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

Check out LPL Financial Research's Weekly Commentary on the market: "Municipal Bond Outlook: Why Carry Is the Strategy"....
08/12/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Municipal Bond Outlook: Why Carry Is the Strategy". https://static.fmgsuite.com/media/documents/07ba72b6-30a3-47ed-807c-ab3702eca839.pdf

Address

Six PPG Place
Pittsburgh, PA
15222

Telephone

+14125037853

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