724-749-5889

Educate. Communicate. Guide.

Financial planning involves complicated decisions and unfamiliar language.
Our job is to make it understandable.

Our name

comes from the Latin root for education. That is not decoration. It reflects how we work: we explain the options, answer the questions, and give guidance without unnecessary jargon.

Our approach

is patient, transparent, and collaborative. We help clients see how the parts of their financial lives fit together so they can make decisions with more confidence and less guessing.

The laurel wreath

in our logo represents education, achievement, and progress. It reflects the guidance and ongoing support we provide as clients work toward what matters to them.
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Meet Our Team

We are a small team on purpose. You will not be handed off to someone you have never met, and you will not have to explain your situation twice. The people below are the people you will work with.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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Jake Cuthbert, CFP®, AIF®, BFA, CPFA | President

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Raised in a family of entrepreneurs, Jake learned early what fiscal discipline and resource management actually cost. With nearly two decades of experience, he works with individuals, families, and business owners on the decisions that are too connected to handle one at a time.

Jake earned his B.S. in Finance from Grove City College in 2004 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2016. His work centers on retirement income strategy, tax planning, and wealth transfer and succession planning, across the six core areas of financial planning: cash flow and debt, risk management, investments, tax-aware planning, retirement, and estate.

Beyond client work, Jake serves as President of the Financial Planning Association of Pittsburgh and teaches part-time in Duquesne University’s Certificate in Financial Planning program, mentoring the next generation of advisors.

His mission for the firm is three words: Educate. Communicate. Guide. He approaches every relationship with transparency, attention to detail, and a willingness to tell clients things they would rather not hear.

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JACOB CAMPBELL, CFP® | PARAPLANNER

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Jacob Campbell has joined Educo Advisor Group as a Paraplanner.


Jacob graduated Summa Cum Laude in 2023 from California University of Pa earning his Accounting and Finance Degree with a minor in Personal Financial Planning. During his time at California University, he was a student athlete playing soccer, student instructor for the finance department, and he also competed in the annual Financial Planning Challenge through the FPA (Financial Planning Association). Jacob will focus on assisting in the financial planning process, day to day operations, and providing client services.

Jacob currently resides in Uniontown; Outside of work he enjoys being on the lake fishing, golfing, and coaching high school soccer.

Educo Advisor Group financial professional headshot

Sarah Buchko, | Executive Assistant

With over 13 years of experience in the financial services industry, Sarah has served in a variety of roles ranging from banking to leadership, each one shaping how she approaches service, responsibility, and execution.

When she is not supporting leaders, she is pouring that same energy into her family. Sarah and her husband, Devin are busy raising their two boys, Dominic and Cameron, which means life is full, loud, and always moving. You can usually find them at a sporting event, a concert, or spending time with friends and family, soaking up the moments that matter most.

Frequently Asked Questions

No. Most people who call us know something needs attention and cannot yet name it. Working that out is the first thing we do, and it is included in a conversation that costs you nothing.

Professionals, executives, business owners, and families whose decisions about retirement, taxes, investments, benefits, estate, and business have started affecting one another. Many clients are between 40 and 55 with $500,000 to $10 million in investable assets, though complexity matters more than either number.

Five steps: an introductory conversation, a discovery meeting, roughly thirty days of plan construction, a walk-through of the finished plan, and then implementation, which is the step we are known for. Our Approach page lays out the timing for each.

No. Investment management is one service. The core of the practice is comprehensive financial planning across all six core areas, and clients can engage us for planning alone.

A 20-minute conversation, by phone or video. We ask what brought you here and what you are trying to solve. You ask us anything. At the end we both decide whether to keep talking.

MORE FAQ

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Educo Advisor Group
is the right fit?

Schedule a 20-minute fit call to talk through where you are, what you are trying to solve, and whether our planning approach makes sense for your needs.

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