Rockcliff Capital LLC

Rockcliff Capital LLC

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Pittsburgh, PA & Online

About

Hi, I’m Drew — founder of Rockcliff Capital LLC, a fee-only financial planning and investment advisory firm based in Pittsburgh.

I started this firm because I believe successful individuals and families deserve a financial advisor who is truly in their corner. As a fiduciary, I’m not just ethically committed to your best interest — I’m legally required to put it first. No commissions, no hidden agendas — just objective advice built around your life, your goals, and the complexity that comes with them.

I hold three advanced designations — CFP® (Certified Financial Planner), CFA® (Chartered Financial Analyst), and ABV™ (Accredited in Business Valuation) — a combination held by very few advisors. This allows me to take an integrated approach across your entire financial picture — from investment management and tax efficiency to estate planning and business strategy — ensuring every piece works together seamlessly.

Many of the clients I work with are navigating more complex financial situations — whether that’s managing significant assets, planning for liquidity events, optimizing taxes, or aligning personal and business wealth.

Whether you’re planning for retirement, navigating a transition, managing investments, or thinking about your business’s future, I take the time to truly understand your situation before offering advice.

If you’re looking for thoughtful, sophisticated guidance and a long-term partner, I’d be happy to connect.


Highlights

13 years in business
Serves Pittsburgh, PA
Offers online services

Specialties

Comfort with finances

Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances

Career stage

Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired

Annual income

$80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000

Service type

General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Mutual funds, Home purchase

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Services offered

Financial Services And Planning
Business Consulting