About Aptus Wealth Planning

APTUS /ap.tus/ – suitable, appropriate, fitting

Aptus Wealth Planning is a Pittsburgh-based wealth management firm with 38 years of combined experience from Neal McGrath and Thomas Brown. We’re dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our mission at Aptus Wealth Planning is to simplify the financial lives of our clients by lifting the burden of financial planning and investment management off of their shoulders. Our goal is to provide you with the objective and comprehensive advice and guidance you require to effectively navigate your individual path to financial well-being.

At Aptus Wealth Planning, we’re committed to delivering on our word. That’s why you’ll benefit from the Aptus Wealth Planning team’s goal of delivering our mission to our clients daily.


Core Values

  • Integrity
  • Professionalism
  • Constant Improvement
  • Ownership Mindset
  • Family Atmosphere