724-749-5889
Educo Logo
  • About Educo
    • Our Planning Standard
    • Our Approach
    • Financial Planning Fees
    • FAQs
  • Who We Serve
  • Resources
    • Blog
    • Case Studies
    • Holistiplan
    • Podcasts
    • White Papers
  • Educo Logo
  • Client Portal
  • Contact
  • Schedule With Us

Holistiplan

Financial professional analyzing investment charts and financial data

Holistiplan

We are very excited to introduce a new service. While we cannot provide tax advice, we have partnered with Holistiplan that will help us better analyze tax returns and generate a concise deliverable, so that we can be more proactive on your behalf! 

  • Author
  • Recent Posts
Jake Cuthbert, CFP®, AIF®
Jake Cuthbert, CFP®, AIF®
Jake Cuthbert is President of Educo Advisor Group and an LPL Financial Advisor with nearly two decades of experience helping individuals, families, and business owners make informed financial decisions. He earned his B.S. in Finance from Grove City College in 2004 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2016.

Jake’s expertise includes retirement income strategies, tax planning, wealth transfer, succession planning, cash flow management, investments, college savings, risk management, and estate planning. His approach reflects Educo Advisor Group’s mission to Educate, Communicate, and Guide through personalized, practical financial strategies.

Jake also serves as President of the Financial Planning Association of Pittsburgh and as a part-time instructor for Duquesne University’s Certificate in Financial Planning program.
Jake Cuthbert, CFP®, AIF®
Latest posts by Jake Cuthbert, CFP®, AIF® (see all)
  • Case Study:Planning a Flexible Retirement - September 3, 2026
  • Understanding Behavioral Finance and Overcoming Biases for BetterFinancial Decision-Making - April 27, 2025
  • Common Estate Planning Mistakes, Pitfalls, and Weaknesses - April 27, 2025

Categories

Blog

Case Studies

Holistiplan

Podcasts

White Papers
Educo Logo

135 Technology Drive
Suite 318
Canonsburg, PA 15317

724-749-5889
  • About Educo
  • How We Work
  • Planning Process
  • Planning Fees
  • Who We Serve
  • Resources
  • Contact
  • Privacy Policy
CLIENT PORTAL Schedule With Us
Financial Planning Association (FPA) Proud Member logo We Run on EOS® logo representing the Entrepreneurial Operating System® CFP® certification logo for CERTIFIED FINANCIAL PLANNER™ professionals

LPL Financial Form CRS

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

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

‍Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Copyright © Educo Advisor Group. All Rights Reserved. Website Design by Higher Images.