Fiduciary Financial Planner in Pittsburgh, Pennsylvania
Local expertise. The same fee-only, fiduciary standard that defines Clear Insight Wealth Management — now with an advisor in your community.
Clear Insight Wealth Management is a fee-only, fiduciary wealth management firm specializing in financial planning for military families, veteran business owners, and government employees. We serve clients virtually across the United States — and now have a local advisor based in Pittsburgh, Pennsylvania.
Jon Belajac, AFC®, is a 20-year Army veteran and retired Sergeant First Class who joined the Clear Insight team to serve the military and veteran community in Pennsylvania and beyond. He brings both the technical expertise of a credentialed financial planner and the firsthand experience of someone who has lived the military financial system from the inside.
What We Offer Pennsylvania Clients
Whether you meet with Jon in person in Pittsburgh or work with our team virtually, every client receives the same fiduciary, fee-only standard of care — no commissions, no hidden incentives, no conflicts of interest. Our services include:
● Comprehensive financial planning — starting at $300/month for individuals
● Personalized investment management — 1% of assets under management annually
● Integrated tax planning and coordination with Clear Insight Tax
● Specialized planning for military transitions, veterans benefits, and TSP decisions
● Business owner financial planning and succession strategy
● Retirement income planning and Social Security optimization
Why Military Families in Pennsylvania Choose Clear Insight
Pennsylvania has a significant veteran and active duty military population, with bases including Carlisle Barracks, the Naval Support Activity in Philadelphia, and the 911th Airlift Wing near Pittsburgh. Families in this region often face the same complex financial decisions that define military life — TSP optimization, benefit elections, TRICARE transitions, VA loan decisions, and planning for a second career after service.
Jon understands these decisions not just professionally but personally. He recruited for the Army in Pennsylvania and knows the financial landscape families in this region navigate. Combined with the broader expertise of the Clear Insight team, he brings a depth of military financial knowledge that is rare to find in a local advisor.
Meet Jon Belajac
Jon Belajac is a financial planner and Investment Adviser Representative at Clear Insight Wealth Management, based in Pittsburgh, Pennsylvania. A 20-year Army veteran who retired in 2025 as a Sergeant First Class, Jon served at duty stations across Alaska, Washington, and North Carolina before recruiting in Pennsylvania, Colorado, and Hawaii. He currently holds the Accredited Financial Counselor® (AFC®) designation.
Jon's own financial journey — working his way out of significant debt on a military salary — is the foundation of how he works with clients today. He specializes in comprehensive financial planning for military families, veterans, and government employees, and serves clients virtually across the country as well as in person in Pittsburgh, PA.
FAQs
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Yes. Clear Insight Wealth Management has a fee-only, fiduciary financial advisor based in Pittsburgh, Pennsylvania. Jon Belajac, AFC, serves clients in the Pittsburgh area in person and clients across Pennsylvania and the United States virtually. As a fee-only firm, we charge no commissions — clients pay directly for advice that is always in their best interest.
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Yes — this is a core part of our practice. Jon Belajac is a 20-year Army veteran who specializes in financial planning for military families, veterans, and government employees. The broader Clear Insight team also includes Adrienne Ross, MQFP, who has spent 15+ years specializing in military family financial planning.
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Absolutely. Clear Insight Wealth Management serves clients virtually across the United States. If you are in Pittsburgh or the surrounding Pennsylvania area and prefer to meet in person, Jon Belajac is available for local meetings as well.
