The best returns are more than financial


Our Southpointe Culture

What does this mean to you?

As a financial advisor in our office, you will have the support you need to run and grow your business in the way that is best suited for you. I am here to help fix any issues that may arise, maintain your reputation, and act as your advocate with senior management. I am here for you – and so is the entire branch.

Come see the difference and find out how we can elevate your business together.

Erik Hartmann

Senior Managing Director, Branch Network Director, Advanced Wealth Manager

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Our Team

Our team is located at

2400 Ansys Drive, Suite 301, Canonsburg, PA, 15317, USA

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Erik Hartmann

Senior Managing Director, Branch Network Director