Rockcliff Capital LLC
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.