Our Mission

At Pleso Capital Group, we pride ourselves on being a trusted partner in wealth management and financial planning. Since our founding, we’ve been committed to delivering personalized, fee-only financial advisory services to help individuals, families, and businesses achieve their financial aspirations.

Our mission is simple: to simplify the complexities of financial planning and empower our clients to make informed decisions with confidence. By blending innovation, expertise, and a personalized approach, we’ve helped countless clients navigate their financial journeys with clarity and purpose.

Our Philosophy

At the heart of Pleso Capital Group is a commitment to excellence, transparency, and integrity. As an independent Registered Investment Advisor (RIA), we prioritize our clients’ best interests, ensuring that every strategy is tailored to their unique needs and goals. We take the time to understand your full financial picture—income, investments, taxes, insurance, and more—so we can deliver solutions that help you thrive.

Meet Our Founder: Joseph Pleso

Joseph Pleso is the driving force behind Pleso Capital Group, bringing a wealth of knowledge and expertise to every client relationship. With a strong academic foundation in mathematics and biomedical engineering, including a PhD, Joseph brings a unique perspective to the world of finance.

After more than six years at Pleso Capital Group, Joseph has guided the firm to become a leading independent RIA, helping clients realize their financial goals. His background in software product management and financial technology allows him to leverage cutting-edge solutions, bridging the gap between traditional wealth management and innovative financial tools.

Driven by a commitment to excellence and a deep understanding of financial markets, Joseph has built Pleso Capital Group on the principles of trust, transparency, and collaboration. His dedication ensures that every client receives personalized, goal-driven advice to build and secure their financial future.

"At Pleso Capital Group, every client is a partnership. We’re here to simplify the complex and empower financial success."

— Joseph Pleso, Founder

Client Testimonials

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“A testimonial from a client who benefited from your product or service. Testimonials can be a highly effective way of establishing credibility and increasing your company's reputation.”

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“A testimonial from a client who benefited from your product or service. Testimonials can be a highly effective way of establishing credibility and increasing your company's reputation.”

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Rooted in Monroeville, Serving Pittsburgh and Beyond

As a trusted, Monroeville-based firm, we proudly serve clients across Pittsburgh and the surrounding areas. Our local roots allow us to understand the unique needs of our community, while our expertise enables us to deliver world-class financial solutions. Wherever you are in your financial journey, we’re here to help you succeed.