Assets Under Management
Credentials & Designations
Years of Combined Wealth Advisor Experience
States are Home to DWM Clients
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P. J. DiNuzzo is the Founder, President, Chief Investment Officer (CIO), and Chief Compliance Officer (CCO) for DiNuzzo Private Wealth, Inc., d/b/a DiNuzzo Wealth Management, d/b/a DiNuzzo Family Office, d/b/a DiNuzzo Middle-Market Family Office, d/b/a DiNuzzo Emerging Wealth (“DPW”) which has operated as an SEC Registered Investment Advisory Firm since 1989 and currently manages $1.017 billion in assets under management as of March 31, 2025. P. J. has devoted his entire professional career to indexing/efficient market theory, retirement planning and educating the public regarding their benefits. He was approved as one of the first 100 Advisors in the United States with Index Research/Development Leader and Institutional Mutual Fund Manager, Dimensional Fund Advisors (DFA) in the early 1990’s. DPW was one of the first few hundred fee-only firms in the U.S. in the late 1980s and has been consistently ranked as one of the top 500 firms in the country by multiple national publications. Under P. J.’s leadership, DPW has been recognized as one of the “Best Places to Work”, on numerous occasions, by the Pittsburgh Business Times.
P. J. has been awarded the multi-year designation as a FIVE STAR Wealth Manager. The award is given to wealth managers in Pittsburgh and across the U.S. who satisfy key client criteria and score the highest in overall client satisfaction.
P. J. has earned the distinguished Personal Financial Specialist (PFS™) designation. The American Institute of Certified Public Accountants (AICPA), a national professional organization of CPA professionals grants the PFS credential only to certified public accountants with a significant personal financial planning education and experience. Candidates must meet six necessary requirements including an arduous technical exam and a peer review of their ability to demonstrate significant experience in a wide range of comprehensive personal financial planning disciplines.
P. J. has appeared and been interviewed on numerous occasions regarding Strategic Asset Allocation, Portfolio Diversification, Indexing, Rebalancing, and Retirement Income Planning on various Television and Radio programs including: OPRAH & Friends with Jean Chatzky on XM Radio, CNBC- TV Power Lunch, KDKA-TV2 Sunday Business Page with Jon Delano, and The Street.com TV.
P. J. has also been interviewed and quoted on a number of occasions regarding Strategic Asset Allocation, Portfolio Diversification, Indexing, Rebalancing, and Retirement Income Planning in various national, regional, and local Magazines including: Kiplinger’s Personal Finance Retirement Planning, MarketWatch from Dow Jones, Morningstar, SmartMoney, BusinessWeek, Investment Advisor, Financial Planning, NAPFA Advisor, The Wall Street Transcript, Wealth Management Exchange, Wealth Manager, Bottom Line Personal, IARFC, and Private Wealth magazine.
He has also been interviewed and quoted on numerous occasions regarding Strategic Asset Allocation, Portfolio Diversification, Indexing, Rebalancing, and Retirement Income Planning in various national, regional, and local Newspapers including: The Wall Street Journal, Barron’s, Reuters, Bankrate.com, CBS News, YAHOO! Finance, Pittsburgh Post–Gazette, Chicago Sun – Times, FT.com Financial Times, Smart Money Select.com, The Atlanta Journal Constitution, St. Louis Dispatch, Chicago Board Options Exchange, Investment News, Pittsburgh Business Times, The Sharon Herald, The Christian Monitor, The Beaver County Times, Pittsburgh Tribune Review, The Mutual Fund Wire.com, Gulf News – the United Arab Emirates (UAE), TMC.net, Comcast.net Finance, Rydex Investments, Free Real Time.com, Individual.com, Lockheed Federal Credit Union, Invest n Retire, ABC – TV9 WCPO.com, Fort Worth Star Telegram, KYPost.com, Wealth Manager, Jim Prevor’s Perishable Pundit, Reading Eagle, The Toledo Blade, Horsesmouth, DemocraticUnderground.com, The Community Investment Network, Daily Herald, Scripps News, The Modesto Bee, Hitched, Prime, El Paso times.com, Paladin Advisor, Advisor Max, Denverpost.com, Oswego Daily News, The Dollar Stretcher, Financial Advisor, The Ledger, Post-Gazette.now, The Columbus Dispatch, Savannah Morning News, and Hampton Roads News Channel.
P. J. is a member of the Financial Planning Association (FPA), American Institute of Certified Public Accountants (AICPA), the Pennsylvania Institute of Certified Public Accountants (PICPA), and The National Association of Tax Professionals (NATP).
P. J. chose football in lieu of a Major League Baseball offer from the Houston Astros to play with their Class A Team, as he attended and played football at Indiana University under Head Coach Lee Corso in the “Big Ten” (Bloomington, Indiana) and also at the University of Pittsburgh under Head Coach Jackie Sherrill. He later received his BS in Business Administration from Geneva College in Beaver Falls, PA. His graduate studies culminated in an MBA (Masters in Business Administration) from the Katz Graduate School of Business at the University of Pittsburgh and an MSTx (Masters of Science in Tax Law) from Robert Morris University at the downtown Pittsburgh Campus. P. J. received his Certified Public Accountant (CPA) designation from the State of Delaware.
P. J. is a volunteer and supports Habitat for Humanity, Red Door Program for the homeless, and he is committed to his churches in Midland and Pittsburgh’s Southside. He previously served as a Finance Council Board Member for St. Blaise Church; and was a member of the Department of Finance Advisory Board for Robert Morris University; he was a member of the Investment Committee on the Endowment Board for Valley Care Associates, a non-profit organization providing adult day care, home safety consulting, and physical modifications for the elderly in Allegheny and Beaver Counties; and served on the Board of Directors for Catholic Charities, Diocese of Pittsburgh, as a member of their Programs Committee (Food, Clothing, Shelter, Healthcare); he also served on the Board of Directors and volunteered for The Hope House and The Center, both of which are located in Midland, Pennsylvania supporting the women and youth of the community. He is a lifelong resident of the Pittsburgh and Western Pennsylvania area. He devoted over 12 years to helping and assisting numerous young men in Pittsburgh’s inner–city and surrounding areas by supporting and coaching over 1,000 basketball games at the AAU, elementary, middle school, junior high, and high school levels attempting to teach and instill in them teamwork, trust, structure, discipline, and hard work. He is the Founder of Papi MindsetCoach™; and The Papi DiNuzzo Global Manifestation and Mindset Charity™ a 501(c)(3) non-profit organization inspiring change through mindset and global impact for our fellow brothers and sisters in need.
This award was issued on 6/1/24 by Five Star Professional (FSP) for the time period 10/4/23 through 3/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1854 Pittsburgh-area wealth managers were considered for the award; 231 (13% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,818, 233, 12.8%, 6/1/23, 10/17/22 – 3/31/23; 2022: 1779, 252, 14%, 6/1/22, 9/27/21 – 3/25/22; 2021: 1814, 234, 13%, 6/1/21, 9/7/20 – 4/23/21; 2020: 1886, 224, 12%, 6/1/20, 9/16/19 – 4/10/20; 2019: 1667, 251, 15%, 6/1/19, 9/17/18 – 4/12/19; 2018: 1653, 227, 14%, 6/1/18, 9/28/17 – 4/17/18; 2017: 1133, 277, 24%, 6/1/17, 9/27/16 – 4/11/17; 2016: 1064, 423, 40%, 5/1/16, 10/7/15 – 4/19/16; 2015: 1494, 442, 30%, 6/1/15, 10/7/14 – 4/19/15; 2014: 1721, 458, 27%, 6/1/14, 10/7/13 – 4/19/14; 2013: 1777, 545, 31%, 6/1/13, 10/7/12 – 4/19/13; 2012: 1863, 493, 26%, 6/1/12, 10/7/11 – 4/19/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as an RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. For more information visit https://www.fivestarprofessional.com/.
Mark S. DiNuzzo is the Executive Vice President, Principal, and Risk Management Team Leader of DiNuzzo Private Wealth, Inc., d/b/a DiNuzzo Wealth Management which has operated as an SEC Registered Investment Advisor since 1989 and currently manages $1.017 billion in assets under management as of March 31, 2025. Mark joined the firm in 1997 to lead the expansion of the firms: Client Services Department, Risk Management/Insurance Planning and Financial Planning Department.
Mark has been awarded the prestigious multi-year designation as a FIVE STAR Wealth Manager. The award is given to wealth managers in Pittsburgh and across the U.S. who satisfy key client criteria and score the highest in overall client satisfaction.
Mark earned the prestigious CERTIFIED FINANCIAL PLANNER™ professional CFP® designation granted by the Certified Financial Planner Board of Standards, Inc. in 2004. The CFP® certification is a voluntary certification. No federal or state law or regulation requires financial planners to hold CFP® certification. CFP® professionals have met CFP Board’s high standards for education, examination, experience, and ethics. You may find out more information about the CFP® certification at www.cfp.net.
Mark earned a Master of Business Administration (MBA) degree from Robert Morris University in Pennsylvania.
Mark has held the designation of Accredited Investment Fiduciary® (AIF®) since May 1, 2013. The AIF® Designation certifies that the recipient has demonstrated specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF® Designation, the individual must meet prerequisite criteria based on a combination of education, relevant industry experience, and/or ongoing professional development, complete a training program, successfully pass a comprehensive, closed‐book final examination under the supervision of a proctor and agree to abide by the Code of Ethics and Conduct Standards. In order to maintain the AIF® Designation, the individual must annually attest to the Code of Ethics and Conduct Standards and accrue and report a minimum of six hours of continuing education. The Designation is administered by the Center for Fiduciary Studies, the certification division of Fi360 that is responsible for ongoing management of the program.
Fi360 is accredited by the ANSI National Accreditation Board for the AIF® Designation, making it one of few independently accredited designations recognized by FINRA.
Since November 1, 2014, Mark Samuel DiNuzzo has held the designation of Chartered Financial Consultant (ChFC®). ChFC® is a financial planning designation conferred by The American College. Candidates must meet education, experience, examination, and continuing ethical requirements. Candidates must have at least three years of experience in the financial industry, or an undergraduate or graduate degree from an accredited university and two years of experience in the financial industry. Candidates are required to take nine academic courses each followed by an exam.
Since 2013, Mark has been a member of the Board of Directors for the Beaver County Cancer & Heart Association Board. Mark is also a member of the Financial Planning Association (FPA); the Estate Planning Council of Pittsburgh (EPC).
Mark attended and played football at California University of Pennsylvania “Cal U” under Head Coach Hal Hunter. He later achieved his BS in Business Administration from Geneva College in Beaver Falls, PA. His graduate studies culminated in an MBA (Masters in Business Administration) from the Graduate School of Business at Robert Morris University.
A lifelong resident of Western Pennsylvania, Mark devotes his free time to his church where he serves as a Eucharistic Minister, and where he continues to teach CCD Classes for over 25 years. He has also served the community as a youth baseball and basketball coach. Mark has three sons and two daughters-in-law, and is the proud grandfather of one granddaughter. Mark resides in Brighton Township, PA with his wife, Jackie.
This award was issued on 6/1/24 by Five Star Professional (FSP) for the time period 10/4/23 through 3/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1854 Pittsburgh-area wealth managers were considered for the award; 231 (13% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,818, 233, 12.8%, 6/1/23, 10/17/22 – 3/31/23; 2022: 1779, 252, 14%, 6/1/22, 9/27/21 – 3/25/22; 2021: 1814, 234, 13%, 6/1/21, 9/7/20 – 4/23/21; 2020: 1886, 224, 12%, 6/1/20, 9/16/19 – 4/10/20; 2019: 1667, 251, 15%, 6/1/19, 9/17/18 – 4/12/19; 2018: 1653, 227, 14%, 6/1/18, 9/28/17 – 4/17/18; 2017: 1133, 277, 24%, 6/1/17, 9/27/16 – 4/11/17; 2016: 1064, 423, 40%, 5/1/16, 10/7/15 – 4/19/16; 2015: 1494, 442, 30%, 6/1/15, 10/7/14 – 4/19/15; 2014: 1721, 458, 27%, 6/1/14, 10/7/13 – 4/19/14; 2013: 1777, 545, 31%, 6/1/13, 10/7/12 – 4/19/13; 2012: 1863, 493, 26%, 6/1/12, 10/7/11 – 4/19/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as an RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. For more information visit https://www.fivestarprofessional.com/.
Carl J. Hartman is the Senior Vice President, Financial Wellness LifeCoach, and Trade Team Leader of DiNuzzo Private Wealth, Inc., d/b/a DiNuzzo Wealth Management which has operated as an SEC Registered Investment Advisor since 1989 and currently manages $1.017 billion in assets under management as of March 31, 2025. Carl joined the firm in 2007 with the objective of joining a “Fee Only” Wealth Management Firm that was focused on offering their clients sound objective investment and financial planning under a fiduciary standard.
Carl has been awarded the prestigious multi-year designation as a FIVE STAR Wealth Manager. The award is given to wealth managers in Pittsburgh and across the U.S. who satisfy key client criteria and score the highest in overall client satisfaction.
He has been a licensed representative in the investment field for the past 25+ years. He was previously employed by Charles Schwab & Co. Inc., where he was assigned to handle many service and investment related issues with a diverse client base of over 400 clients. He worked side by side with the Schwab Private Client and Advised Investing Team in helping his clients with their asset management and financial planning issues.
Carl has devoted his talents at DiNuzzo Wealth Management to Institutional Style Index Investment Management, Financial Planning and Business Development; he has perfected his communication skills to convey our business philosophy to prospective clients. His vast experience in the financial planning segment allows prospective clients an additional benefit when researching individual investment firms. Carl’s clear, concise approach to business development and our mission has added value to our firm and clients. His sincere belief in the primary objective at DiNuzzo Wealth Management of addressing the clients’ planning needs, objectives and goals is a perfect fit for the firm.
Carl earned a Bachelor of Science Degree (BS) in Business Administration from Duquesne University. Carl has also completed the comprehensive and in-depth Professional Advancement program and classes at Duquesne University and achieved their Executive Certificate in Financial Planning designation. He also earned a Private Pilot Certificate from Kent State University.
In 2014, Carl achieved his Chartered Financial Consultant® (ChFC®) designation through The American College of Financial Services. ChFC® is a financial planning designation conferred by The American College. Candidates must meet education, experience, examination, and continuing ethical requirements. Candidates must have at least three years of experience in the financial industry, or an undergraduate or graduate degree from an accredited university and two years of experience in the financial industry. Candidates are required to take nine academic courses each followed by an exam.
Again, in 2014, Carl was awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™, the standards-setting body for fi360. The AIF® Designation certifies that the recipient has demonstrated specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF® Designation, the individual must meet prerequisite criteria based on a combination of education, relevant industry experience, and/or ongoing professional development, complete a training program, successfully pass a comprehensive, closed‐book final examination under the supervision of a proctor and agree to abide by the Code of Ethics and Conduct Standards. In order to maintain the AIF® Designation, the individual must annually attest to the Code of Ethics and Conduct Standards and accrue and report a minimum of six hours of continuing education. The Designation is administered by the Center for Fiduciary Studies, the certification division of Fi360 that is responsible for ongoing management of the program.
Fi360 is accredited by the ANSI National Accreditation Board for the AIF® Designation, making it one of few independently accredited designations recognized by FINRA.
Carl is a member of the Financial Planning Association (FPA), and The Pittsburgh Society of Investment Professionals (PSIP).
Carl is a lifelong resident of the Mon Valley Area of Pittsburgh where he currently resides. In his time away from work, he enjoys spending quality time with his adult children, family and friends. Carl is an avid exercise/workout enthusiast and also enjoys golfing and boating.
This award was issued on 6/1/24 by Five Star Professional (FSP) for the time period 10/4/23 through 3/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1854 Pittsburgh-area wealth managers were considered for the award; 231 (13% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,818, 233, 12.8%, 6/1/23, 10/17/22 – 3/31/23; 2022: 1779, 252, 14%, 6/1/22, 9/27/21 – 3/25/22; 2021: 1814, 234, 13%, 6/1/21, 9/7/20 – 4/23/21; 2020: 1886, 224, 12%, 6/1/20, 9/16/19 – 4/10/20; 2019: 1667, 251, 15%, 6/1/19, 9/17/18 – 4/12/19; 2018: 1653, 227, 14%, 6/1/18, 9/28/17 – 4/17/18; 2017: 1133, 277, 24%, 6/1/17, 9/27/16 – 4/11/17; 2016: 1064, 423, 40%, 5/1/16, 10/7/15 – 4/19/16; 2015: 1494, 442, 30%, 6/1/15, 10/7/14 – 4/19/15; 2014: 1721, 458, 27%, 6/1/14, 10/7/13 – 4/19/14; 2013: 1777, 545, 31%, 6/1/13, 10/7/12 – 4/19/13; 2012: 1863, 493, 26%, 6/1/12, 10/7/11 – 4/19/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as an RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. For more information visit https://www.fivestarprofessional.com/.
Michael V. DiNuzzo is the Managing Partner, Senior Vice President (SVP), Principal, Financial Wellness LifeCoach, and Risk Management Team Leader of DiNuzzo Private Wealth, Inc., d/b/a DiNuzzo Wealth Management which has operated as an SEC Registered Investment Advisor since 1989 and currently manages $1.017 billion in assets under management as of March 31, 2025. Michael (Mike) joined DiNuzzo Wealth Management in 2007 serving in the Financial Planning department as an intern until 2010 when he joined the firm full-time and was promoted to Financial Wellness LifeCoach.
Mike has been awarded the prestigious multi-year designation as a FIVE STAR Wealth Manager. The award is given to wealth managers in Pittsburgh and across the U.S. who satisfy key client criteria and score the highest in overall client satisfaction.
Mike’s objective was to join a firm that uses a ‘team’ approach in making recommendations to solve for what lies in the best interest of its clients. Mike firmly believes that investment philosophy, world class research, disciplined asset allocation models, and especially fiduciary responsibility are necessary for a successful client relationship. Mike continuously demonstrates the critical elements for client satisfaction and success in the fields of Wealth and Risk Management.
Mike received his BA (Bachelor of Arts Degree) from Duquesne University and is a member of the Duquesne University Alumni Association. In 2016, Mike successfully completed his Master of Science Degree in Financial Planning (MSFP) from Bentley University in Boston, MA.
In addition, Mike has held his Chartered Financial Consultant® (ChFC®) designation through The American College of Financial Services since 2013. ChFC® is a financial planning designation conferred by The American College. Candidates must meet education, experience, examination, and continuing ethical requirements. Candidates must have at least three years of experience in the financial industry, or an undergraduate or graduate degree from an accredited university and two years of experience in the financial industry. Candidates are required to take nine academic courses each followed by an exam.
Michael has earned the prestigious CERTIFIED FINANCIAL PLANNER™ professional CFP® designation granted by the Certified Financial Planner Board of Standards, Inc. in 2013. The CFP® certification is a voluntary certification. No federal or state law or regulation requires financial planners to hold CFP® certification. CFP® professionals have met CFP Board’s high standards for education, examination, experience, and ethics. You may find out more information about the CFP® certification at www.cfp.net.
In 2014, Mike was awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™, the standards-setting body for fi360. The AIF® Designation certifies that the recipient has demonstrated specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF® Designation, the individual must meet prerequisite criteria based on a combination of education, relevant industry experience, and/or ongoing professional development, complete a training program, successfully pass a comprehensive, closed‐book final examination under the supervision of a proctor and agree to abide by the Code of Ethics and Conduct Standards. In order to maintain the AIF® Designation, the individual must annually attest to the Code of Ethics and Conduct Standards and accrue and report a minimum of six hours of continuing education. The Designation is administered by the Center for Fiduciary Studies, the certification division of Fi360 that is responsible for ongoing management of the program.
Fi360 is accredited by the ANSI National Accreditation Board for the AIF® Designation, making it one of few independently accredited designations recognized by FINRA.
Mike is a member of the Financial Planning Association (FPA).
Mike has been interviewed and quoted in the U.S. News & World Report and The Huffington Post, as well as, USA Today, Yahoo! News, MarketWatch, Investor’s Business Daily, Bankrate and Private Wealth magazine.
This award was issued on 6/1/24 by Five Star Professional (FSP) for the time period 10/4/23 through 3/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1854 Pittsburgh-area wealth managers were considered for the award; 231 (13% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,818, 233, 12.8%, 6/1/23, 10/17/22 – 3/31/23; 2022: 1779, 252, 14%, 6/1/22, 9/27/21 – 3/25/22; 2021: 1814, 234, 13%, 6/1/21, 9/7/20 – 4/23/21; 2020: 1886, 224, 12%, 6/1/20, 9/16/19 – 4/10/20; 2019: 1667, 251, 15%, 6/1/19, 9/17/18 – 4/12/19; 2018: 1653, 227, 14%, 6/1/18, 9/28/17 – 4/17/18; 2017: 1133, 277, 24%, 6/1/17, 9/27/16 – 4/11/17; 2016: 1064, 423, 40%, 5/1/16, 10/7/15 – 4/19/16; 2015: 1494, 442, 30%, 6/1/15, 10/7/14 – 4/19/15; 2014: 1721, 458, 27%, 6/1/14, 10/7/13 – 4/19/14; 2013: 1777, 545, 31%, 6/1/13, 10/7/12 – 4/19/13; 2012: 1863, 493, 26%, 6/1/12, 10/7/11 – 4/19/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as an RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. For more information visit https://www.fivestarprofessional.com/.
Robert F. Graham is a Vice President and Financial Wellness LifeCoach at DiNuzzo Private Wealth, Inc., d/b/a DiNuzzo Wealth Management which has operated as an SEC Registered Investment Advisory Firm since 1989 and currently manages $1.017 billion in assets under management as of March 31, 2025. Robert (Bob) joined the firm in 2016, with the objective of joining a “Fee Only” Wealth Management Firm that was focused on offering their clients sound, objective investment and financial planning under a fiduciary standard.
Bob has been awarded the prestigious multi-year designation as a FIVE STAR Wealth Manager. The award is given to wealth managers in Pittsburgh and across the U.S. who satisfy key client criteria and score the highest in overall client satisfaction.
Bob has been a licensed representative in financial services for over 27 years. His experience includes 20 years at Charles Schwab, where he focused on the many service and investment related issues with a diverse client base of over 350 clients. He worked closely with the Schwab Private Client and Advised Investing Team in implementing his clients’ asset management strategies and financial plans. He also served as a branch manager at Charles Schwab for several years. His professional experience also includes stints at TD Ameritrade and PNC Investments.
Bob’s broad experience in financial planning and wealth management allows prospective clients an additional benefit when researching individual investment firms, and his real-world experience adds significant value to our firm and clients. His steadfast belief in placing primary emphasis on addressing his clients’ planning needs, objectives and goals above all exemplifies the DiNuzzo Wealth Management approach.
Bob earned a BS (Bachelor of Science) Degree in Civil Engineering from Catholic University in Washington, D.C., and a Master of Business Administration (MBA) degree from Mount St. Mary’s University in Maryland.
Bob earned the prestigious CERTIFIED FINANCIAL PLANNER™ professional CFP® designation granted by the Certified Financial Planner Board of Standards, Inc. in August 2023. The CFP® certification is a voluntary certification. No federal or state law or regulation requires financial planners to hold CFP® certification. CFP® professionals have met CFP Board’s high standards for education, examination, experience, and ethics. You may find out more information about the CFP® certification at www.cfp.net.
In 2016, Bob was awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™, the standards-setting body for fi360. The AIF® Designation certifies that the recipient has demonstrated specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF® Designation, the individual must meet prerequisite criteria based on a combination of education, relevant industry experience, and/or ongoing professional development, complete a training program, successfully pass a comprehensive, closed‐book final examination under the supervision of a proctor and agree to abide by the Code of Ethics and Conduct Standards. In order to maintain the AIF® Designation, the individual must annually attest to the Code of Ethics and Conduct Standards and accrue and report a minimum of six hours of continuing education. The Designation is administered by the Center for Fiduciary Studies, the certification division of Fi360 that is responsible for ongoing management of the program.
Fi360 is accredited by the ANSI National Accreditation Board for the AIF® Designation, making it one of few independently accredited designations recognized by FINRA.
Bob is a member in the Financial Planning Association (FPA).
Bob was raised in the Washington, D.C. area and moved to Pittsburgh over 30 years ago. He lives with his wife and daughter in the Squirrel Hill area of Pittsburgh, and in his time away from work he and his family enjoy the city’s parks, entertainment, and cultural benefits. Bob is a sports enthusiast and enjoys golf and biking.
This award was issued on 6/1/24 by Five Star Professional (FSP) for the time period 10/4/23 through 3/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1854 Pittsburgh-area wealth managers were considered for the award; 231 (13% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,818, 233, 12.8%, 6/1/23, 10/17/22 – 3/31/23; 2022: 1779, 252, 14%, 6/1/22, 9/27/21 – 3/25/22; 2021: 1814, 234, 13%, 6/1/21, 9/7/20 – 4/23/21; 2020: 1886, 224, 12%, 6/1/20, 9/16/19 – 4/10/20; 2019: 1667, 251, 15%, 6/1/19, 9/17/18 – 4/12/19; 2018: 1653, 227, 14%, 6/1/18, 9/28/17 – 4/17/18; 2017: 1133, 277, 24%, 6/1/17, 9/27/16 – 4/11/17; 2016: 1064, 423, 40%, 5/1/16, 10/7/15 – 4/19/16; 2015: 1494, 442, 30%, 6/1/15, 10/7/14 – 4/19/15; 2014: 1721, 458, 27%, 6/1/14, 10/7/13 – 4/19/14; 2013: 1777, 545, 31%, 6/1/13, 10/7/12 – 4/19/13; 2012: 1863, 493, 26%, 6/1/12, 10/7/11 – 4/19/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as an RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. For more information visit https://www.fivestarprofessional.com/.
Jacob R. Potts is the Chief Operating Officer, Vice President, Financial Wellness LifeCoach, and Trade Team Leader at DiNuzzo Private Wealth, Inc., d/b/a DiNuzzo Wealth Management which has operated as an SEC Registered Investment Advisory Firm since 1989 and currently manages $1.017 billion in assets under management since March 31, 2025. Jacob has been associated with the firm since 2012 when he job-shadowed for his senior project. He later was an intern for the firm while attending Robert Morris University, and joined the firm full-time in December 2015 after graduation as Client Service Advisor. He became a Financial Wellness LifeCoach in August 2016, and shortly thereafter in January 2017, achieved the position of Portfolio Management Team Manager (Trade Team Leader).
Jacob has been awarded the prestigious designation as a FIVE STAR Wealth Manager. The award is given to wealth managers in Pittsburgh and across the U.S. who satisfy key client criteria and score the highest in overall client satisfaction.
Jacob is a graduate of Robert Morris University and received a Bachelor of Science in Business Administration (BSBA) degree in finance graduating Magna Cum Laude.
Jacob earned the prestigious CERTIFIED FINANCIAL PLANNER™ professional CFP® designation granted by the Certified Financial Planner Board of Standards, Inc. in August 2019. The CFP® certification is a voluntary certification. No federal or state law or regulation requires financial planners to hold CFP® certification. CFP® professionals have met CFP Board’s high standards for education, examination, experience, and ethics. You may find out more information about the CFP® certification at www.cfp.net.
Jacob achieved his Chartered Financial Consultant® or ChFC® designation through The American College of Financial Services in April 2019. ChFC® is a financial planning designation conferred by The American College. Candidates must meet education, experience, examination, and continuing ethical requirements. Candidates must have at least three years of experience in the financial industry, or an undergraduate or graduate degree from an accredited university and two years of experience in the financial industry. Candidates are required to take nine academic courses each followed by an exam.
Additionally, in April 2019, Jacob was awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™, the standards-setting body for fi360. The AIF® Designation certifies that the recipient has demonstrated specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF® Designation, the individual must meet prerequisite criteria based on a combination of education, relevant industry experience, and/or ongoing professional development, complete a training program, successfully pass a comprehensive, closed‐book final examination under the supervision of a proctor and agree to abide by the Code of Ethics and Conduct Standards. In order to maintain the AIF® Designation, the individual must annually attest to the Code of Ethics and Conduct Standards and accrue and report a minimum of six hours of continuing education. The Designation is administered by the Center for Fiduciary Studies, the certification division of Fi360 that is responsible for ongoing management of the program.
Fi360 is accredited by the ANSI National Accreditation Board for the AIF® Designation, making it one of few independently accredited designations recognized by FINRA.
Jacob is a member of the Financial Planning Association (FPA).
Jacob was born and raised in New Brighton, PA and maintains a busy lifestyle by being a PIAA official umpiring baseball games, bodybuilding, hiking, and golfing when weather permits.
This award was issued on 6/1/24 by Five Star Professional (FSP) for the time period 10/4/23 through 3/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1854 Pittsburgh-area wealth managers were considered for the award; 231 (13% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,818, 233, 12.8%, 6/1/23, 10/17/22 – 3/31/23; 2022: 1779, 252, 14%, 6/1/22, 9/27/21 – 3/25/22; 2021: 1814, 234, 13%, 6/1/21, 9/7/20 – 4/23/21; 2020: 1886, 224, 12%, 6/1/20, 9/16/19 – 4/10/20; 2019: 1667, 251, 15%, 6/1/19, 9/17/18 – 4/12/19; 2018: 1653, 227, 14%, 6/1/18, 9/28/17 – 4/17/18; 2017: 1133, 277, 24%, 6/1/17, 9/27/16 – 4/11/17; 2016: 1064, 423, 40%, 5/1/16, 10/7/15 – 4/19/16; 2015: 1494, 442, 30%, 6/1/15, 10/7/14 – 4/19/15; 2014: 1721, 458, 27%, 6/1/14, 10/7/13 – 4/19/14; 2013: 1777, 545, 31%, 6/1/13, 10/7/12 – 4/19/13; 2012: 1863, 493, 26%, 6/1/12, 10/7/11 – 4/19/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as an RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. For more information visit https://www.fivestarprofessional.com/.
Leslie D. Taylor-Neumann has been a Financial Wellness LifeCoach since July of 2017 at DiNuzzo Private Wealth, Inc. d/b/a DiNuzzo Wealth Management (DPW) which has operated as an SEC Registered Investment Advisory firm since 1989 and currently manages $1.017 billion in assets under management as of March 31, 2025. Leslie joined the DPW team as an intern in May of 2015. In June of 2016, she was hired full-time as a Client Service Advisor, and in July of 2017 Leslie earned the Financial Wellness LifeCoach position. Leslie currently has the role of Wealth Planning Team Leader and assists our Financial Wellness LifeCoaches in building each of their client’s DiNuzzo Financial Wellness LifePlan™.
Additionally, Leslie has been awarded the prestigious designation as a FIVE STAR Wealth Manager. The award is given to wealth managers in Pittsburgh and across the U.S. who satisfy key client criteria and score the highest in overall client satisfaction.
In 2016, Leslie graduated from Robert Morris University (RMU) with a Bachelor of Science in Business Administration degree in Finance. At RMU, she was the President of the Financial Management Association and the Outdoor Adventure Club. During her senior year, she served as a mentor for freshman in the RMU Adventure Program.
Leslie earned the prestigious CERTIFIED FINANCIAL PLANNER™ professional CFP® designation granted by the Certified Financial Planner Board of Standards, Inc. in April 2021. The CFP® certification is a voluntary certification. No federal or state law or regulation requires financial planners to hold CFP® certification. CFP® professionals have met CFP Board’s high standards for education, examination, experience, and ethics. You may find out more information about the CFP® certification at www.cfp.net.
Leslie achieved her Chartered Financial Consultant® or ChFC® designation through The American College of Financial Services in September 2020. ChFC® is a financial planning designation conferred by The American College. Candidates must meet education, experience, examination, and continuing ethical requirements. Candidates must have at least three years of experience in the financial industry, or an undergraduate or graduate degree from an accredited university and two years of experience in the financial industry. Candidates are required to take nine academic courses each followed by an exam.
Additionally, in December 2020, Leslie was awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™, the standards-setting body for fi360. The AIF® Designation certifies that the recipient has demonstrated specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF® Designation, the individual must meet prerequisite criteria based on a combination of education, relevant industry experience, and/or ongoing professional development, complete a training program, successfully pass a comprehensive, closed‐book final examination under the supervision of a proctor and agree to abide by the Code of Ethics and Conduct Standards. In order to maintain the AIF® Designation, the individual must annually attest to the Code of Ethics and Conduct Standards and accrue and report a minimum of six hours of continuing education. The Designation is administered by the Center for Fiduciary Studies, the certification division of Fi360 that is responsible for ongoing management of the program.
Fi360 is accredited by the ANSI National Accreditation Board for the AIF® Designation, making it one of few independently accredited designations recognized by FINRA.
Leslie is a member of the Financial Planning Association (FPA).
Leslie was born in Cumberland, Maryland and was raised in Bedford, Pennsylvania. She spends her free time practicing yoga, snowboarding and enjoying outdoor sports with her husband, Daniel. Leslie and Daniel were married in December of 2017, they reside in Cumberland, Maryland. Leslie states her family as her biggest support system.
This award was issued on 6/1/24 by Five Star Professional (FSP) for the time period 10/4/23 through 3/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1854 Pittsburgh-area wealth managers were considered for the award; 231 (13% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,818, 233, 12.8%, 6/1/23, 10/17/22 – 3/31/23; 2022: 1779, 252, 14%, 6/1/22, 9/27/21 – 3/25/22; 2021: 1814, 234, 13%, 6/1/21, 9/7/20 – 4/23/21; 2020: 1886, 224, 12%, 6/1/20, 9/16/19 – 4/10/20; 2019: 1667, 251, 15%, 6/1/19, 9/17/18 – 4/12/19; 2018: 1653, 227, 14%, 6/1/18, 9/28/17 – 4/17/18; 2017: 1133, 277, 24%, 6/1/17, 9/27/16 – 4/11/17; 2016: 1064, 423, 40%, 5/1/16, 10/7/15 – 4/19/16; 2015: 1494, 442, 30%, 6/1/15, 10/7/14 – 4/19/15; 2014: 1721, 458, 27%, 6/1/14, 10/7/13 – 4/19/14; 2013: 1777, 545, 31%, 6/1/13, 10/7/12 – 4/19/13; 2012: 1863, 493, 26%, 6/1/12, 10/7/11 – 4/19/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as an RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. For more information visit https://www.fivestarprofessional.com/.
Kenneth M. McDaniel is an Enrolled Agent (EA), Tax Team Leader, and Financial Wellness LifeCoach at DiNuzzo Private Wealth, Inc., d/b/a DiNuzzo Wealth Management which has operated as an SEC Registered Investment Advisory firm since 1989 and currently manages $1.017 billion in assets under management as of March 31, 2025. Ken joined the firm in October of 2019, with the objective of joining a “Fee Only” Wealth Management firm that was focused on offering their clients sound, objective investment, DiNuzzo Financial Wellness LifePlan™ and tax planning under a fiduciary standard. In February of 2020, Kenneth became certified as a Financial Wellness LifeCoach.
Additionally, Ken has been awarded the prestigious designation as a FIVE STAR Wealth Manager. The award is given to wealth managers in Pittsburgh and across the U.S. who satisfy key client criteria and score the highest in overall client satisfaction.
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee, plus passed an IRS background check. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent their clients’ interests before. Learn more about enrolled agents in https://www.irs.gov/pub/irs-pdf/pcir230.pdf.
In February 2021, Ken was awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™, the standards-setting body for fi360. The AIF® Designation certifies that the recipient has demonstrated specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF® Designation, the individual must meet prerequisite criteria based on a combination of education, relevant industry experience, and/or ongoing professional development, complete a training program, successfully pass a comprehensive, closed‐book final examination under the supervision of a proctor and agree to abide by the Code of Ethics and Conduct Standards. In order to maintain the AIF® Designation, the individual must annually attest to the Code of Ethics and Conduct Standards and accrue and report a minimum of six hours of continuing education. The Designation is administered by the Center for Fiduciary Studies, the certification division of Fi360 that is responsible for ongoing management of the program.
Fi360 is accredited by the ANSI National Accreditation Board for the AIF® Designation, making it one of few independently accredited designations recognized by FINRA.
Ken brings 30+ years of leadership experience in his background. Along with his Enrolled Agent designation, Ken has completed his Accounting Studies at the College of DuPage, qualifying him to sit for the Certified Public Accountancy, (CPA) examinations. Ken also has earned an Undergraduate Bachelor of Arts from Lewis University and a Master of Science (MS) from Duquesne University.
Ken is a member of the Financial Planning Association (FPA).
Ken resides in Center Township with his spouse Marie. In his spare time Ken is a Patched PIAA baseball umpire and participates in umpiring baseball games. Ken also volunteers with the Diocese of Pittsburgh, is a physical fitness enthusiast and enjoys the challenge of 5k runs.
This award was issued on 6/1/24 by Five Star Professional (FSP) for the time period 10/4/23 through 3/29/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1854 Pittsburgh-area wealth managers were considered for the award; 231 (13% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,818, 233, 12.8%, 6/1/23, 10/17/22 – 3/31/23; 2022: 1779, 252, 14%, 6/1/22, 9/27/21 – 3/25/22; 2021: 1814, 234, 13%, 6/1/21, 9/7/20 – 4/23/21; 2020: 1886, 224, 12%, 6/1/20, 9/16/19 – 4/10/20; 2019: 1667, 251, 15%, 6/1/19, 9/17/18 – 4/12/19; 2018: 1653, 227, 14%, 6/1/18, 9/28/17 – 4/17/18; 2017: 1133, 277, 24%, 6/1/17, 9/27/16 – 4/11/17; 2016: 1064, 423, 40%, 5/1/16, 10/7/15 – 4/19/16; 2015: 1494, 442, 30%, 6/1/15, 10/7/14 – 4/19/15; 2014: 1721, 458, 27%, 6/1/14, 10/7/13 – 4/19/14; 2013: 1777, 545, 31%, 6/1/13, 10/7/12 – 4/19/13; 2012: 1863, 493, 26%, 6/1/12, 10/7/11 – 4/19/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as an RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. For more information visit https://www.fivestarprofessional.com/.
Phyllis is not only the matriarch of the Nutz/DiNuzzo family, but she also holds the title of Matriarch Emeritus here at DiNuzzo Private Wealth, Inc. (DPW).
Throughout the 30+ years that DPW has operated, Phyllis has been the face of our business and what we represent to our “family” of clients; setting the standard for our client service. She worked tirelessly and unselfishly sacrificed to help make DPW the success that it is today; reminding us along the way that even the toughest challenges we face are not so bad when we work together and don’t forget to smile and laugh.
She has been an inspiration to the entire team at DPW, but especially to the woman at DPW. Modeling strong leadership with grace, she remained a driving force in spite of losing her business partner and husband early in her adult life, never steering far from her cheerful disposition and always displaying her compassion for others through her fun-loving and engaging personality.
Phyllis was born in Wheeling, WV and raised in Aliquippa, PA. She had over 46 years of business experience, primarily in the banking, service and financial industries.
Phyllis’ hobbies were many including reading, knitting, crocheting, and quilting. She was extremely proud of her two sons, grandsons and great-grandchildren. She had been a lifelong active member in her church and numerous charitable organizations. She currently resides in Eternal Glory and leaves behind a legacy like none other.
Jackie was born and raised in North Huntingdon, PA. She has extensive customer service and human resource experience with Fortune 500 organizations. Jackie attended Community College of Westmoreland County and Robert Morris University.
Jackie provides direct support to the Chief Compliance Officer as well as working in the Human Resources and Billing areas of the office.
Jackie and her husband, Mark, love live music across all genres, and enjoy going to concerts and experiencing new music venues. Jackie and Mark reside in Brighton Township in Beaver County, and have three grown sons, two daughters-in-law, and one granddaughter.
Lisa graduated from Robert Morris University with an Associate Degree in Executive Secretarial Administration. She began working at DiNuzzo Private Wealth, Inc./DiNuzzo Wealth Management in 2005 and has over 38 years of extensive and diverse administrative work experience.
Lisa’s primary responsibility with the firm is assisting the Wealth Advisors in fulfilling our clients’ requirements. She also supports our professional team in a wide-range of administrative office functions.
Lisa and her husband have relocated to the south as this was their aspiration for many years. Lisa now lives in Iron Station, NC to be near her daughter, son-in-law and grandson. Lisa loves spending time with her family and friends, enjoys traveling and exploring new destinations, and remains active pursuing outside activities.
Brooke joined DiNuzzo Private Wealth, Inc./DiNuzzo Wealth Management as an intern in May of 2016. She graduated from Robert Morris University with a Bachelor of Science in Applied Mathematics in May of 2018. Upon graduation, she was hired full-time as a Client Service Specialist, and in July of 2019 became Senior Client Service Specialist of the Inside Diamond Team.
Brooke is a part of the Operations Team where she assists the Wealth Advisors in making sure that our clients have a positive experience by ensuring that all client paperwork and processing is handled in a timely, accurate, and professional manner.
Brooke was born and raised in Clarion, PA and enjoys spending time with family and friends in her free time. She currently resides in Oakdale.
Jeffrey (Jeff) joined DiNuzzo Private Wealth, Inc. d/b/a DiNuzzo Wealth Management in July 2021. Jeff graduated from Penn State University and holds a Bachelor of Science in Quantitative Business Analysis. Jeff has 10+ years of business operations, client services and project management experience, with a reputation for creating and maintaining efficiencies.
As Client Service Specialist, Jeff is part of the Operations Team where he works closely with our Senior Client Service Specialists in supporting our Financial Wellness LifeCoaches to help provide the best service to our family of clients.
Jeff was born and raised in Beaver County, Pennsylvania. In his spare time, he enjoys spending quality time with his family and friends, boating, traveling to the Caribbean, attending Penn State football games and maintaining a healthy lifestyle.
Rose graduated from the Institute of Computer Management and earned an Associate Degree in Specialized Business as a Paralegal. She has over 35+ years of diverse and extensive experience in the business sector with 15+ of those years specializing in compliance.
Rose serves as Compliance Officer and assists in the Billing Department.
She was raised in Western PA and is blessed to be the mother of two adult children.
Suzanne joined DiNuzzo Private Wealth, Inc. d/b/a DiNuzzo Wealth Management in January 2022. Suzanne has 11+ years of Human Resources Management experience working in the construction, industrial distribution, automotive, and public government industry. Suzanne received a Bachelor of Science (BS) Degree focused in Human Resource Management from Indiana University of Pennsylvania and is a Senior Certified Professional (SHRM-SCP).
As our People and Culture Team Leader, Suzanne brings her skills in HR Policies, Recruiting, Employee Training, Employee Relations, Applicant Tracking Systems, and Mergers & Acquisitions; but even more than that, she brings her organizational and people skills.
In Suzanne’s spare time, she and her husband, Jeff, enjoy camping, restoring classic cars, and love being “the cool” aunt and uncle.
Cliff graduated from Geneva College and earned a BS Degree in Computer Science. Cliff has over 22+ years of extensive IT experience.
Cliff serves as the Director of IT and manages all aspects of DiNuzzo Private Wealth, Inc./ DiNuzzo Wealth Management’s IT environment.
He enjoys spending time outside with his nephews and raising chickens for eggs.
Michael (Micey) joined DiNuzzo Private Wealth, Inc. d/b/a DiNuzzo Wealth Management as Director of First Impressions in May 2022. Michael graduated from Robert Morris University and holds a Bachelor of Science in Business Administration with a major in Accounting.
Michael is part of our Tax Team supporting the team during planning and filing seasons. Michael is also part of the Operations Team where he works closely with our Client Service Specialists in supporting our Financial Wellness LifeCoaches to help provide the best service to our family of clients.
Michael was born and raised in Midland, PA and enjoys spending time with his family and friends, as well as golfing.
Keri (Mikey) Ronacher joined DiNuzzo Private Wealth, Inc./DiNuzzo Wealth Management in May 2008. Mikey provides direct and customized support to our Wealth Advisors to enhance our clients’ experience. She is a vital part of the Investment Policy Committee and the Investment Management Team.
In 1993, Mikey attended Penn State University – University Park where she received a Bachelor of Science Degree in Education. She worked as a substitute teacher at St. John the Baptist Catholic School in Monaca, PA and the Blackhawk School District in Chippewa, PA.
Mikey was raised in Western PA and currently resides in Patterson Township with her husband and 2 sons. Her leisure time is spent with her family attending her sons’ soccer and hockey games, and she enjoys riding horses.
Zachary (Cooper) Ronacher joined DiNuzzo Private Wealth, Inc. (d/b/a DiNuzzo Wealth Management) in April 2024, bringing a passion for client service and operational excellence.
As a graduate of Pittsburgh Technical College with an Associate’s degree in Business Administration, Cooper is an integral part of our operations team. He plays a key role in ensuring that client interactions are seamless, from promptly answering calls to making every client feel at home during their visits. Cooper’s dedication extends beyond client-facing duties; he also provides vital support to team members and advisors, assisting with various tasks and projects that drive the success of our firm.
Born and raised in Patterson Township, PA, Cooper’s strong work ethic is matched by his love for adventure. When he’s not in the office, he enjoys staying active through sports, snowboarding, and dirt biking. Cooper values quality time with his friends and family, embodying the community spirit that defines our firm.
Denise joined DiNuzzo Private Wealth, Inc./DiNuzzo Wealth Management in 2015 as a Client Service Specialist. Denise now serves as our Bookkeeping Manager and is an integral part of our Portfolio Accounting team.
Denise is a 2006 Honors graduate from Geneva College with a Bachelor of Science in English. She has over 32 years of business administration experience. Denise is also a teacher at Rochester Area School District.
Denise was born in Pittsburgh, Pennsylvania and was raised in Greentree, Pennsylvania. She currently lives in Hookstown, PA. Denise is married and has two children Cassandra, and JP. She spends her free time helping her husband on the farm and attending all of her children’s activities.
Nicolas (Nick) joined DiNuzzo Private Wealth, Inc./DiNuzzo Wealth Management in December 2005 and serves as the firm’s Marketing Manager.
Lindsay joined DiNuzzo Private Wealth, Inc. d/b/a DiNuzzo Wealth Management as Financial Wellness LifeCoach Associate in May 2023. Lindsay attends Youngstown State University and plans to obtain a Bachelor of Science in Business Administration with a major in Finance.
Lindsay works closely with the Financial Wellness LifeCoaches to help provide the best service to our family of clients. Lindsay also supports the Tax Team, the Operations Team, and the Wealth Planning Team.
Lindsay was born and raised in Brighton Township, PA and enjoys spending time with her family and friends, as well as baking.
