TEMPUS ADVISORY GROUP

We’re independent in how we serve, unified in why we serve:
To help you move through life’s seasons with intention, confidence and personalized financial guidance.

Rooted in Purpose. Guided with Care

Tempus is a boutique, women-led, independent wealth management firm dedicated to helping clients align their financial lives with what matters most. We serve as a trusted partner through life’s complexities and transitions—both planned and unexpected—offering thoughtful guidance rooted in clarity, discipline, and long-term perspective.

Our work brings together comprehensive financial planning, investment management, and strategic insight with a deep understanding that money is personal. True value isn’t created through numbers alone, but through consistent, intentional decisions shaped by your goals, values, and vision for the future.

At Tempus, our mission is to create meaningful, lasting value for every client—through excellence, trust, integrity, generosity, and consistency—so you can move forward with confidence in every stage of life.

We are local to eastern Ohio and western Pennsylvania, and accessible to clients everywhere.

How We Can Help

Intentional Guidance for Life’s Real Moments

Tailored Financial Planning

Personalized financial planning designed to align your wealth with your goals, values, and future priorities.

Investment Management

Disciplined, research-driven portfolio management focused on long-term growth, risk awareness, and adaptability.

Tax Strategy

Proactive tax planning designed to improve efficiency and help preserve more of your wealth over time.

Estate & Legacy Planning

Thoughtful legacy planning to help protect your assets, honor your wishes, and support future generations.

Life Transition Guidance

Steady financial guidance through retirement, career changes, inheritance, divorce, and other major life events.

Financial Website

Click here to view your goal planning and entire financial picture, including accounts outside of Tempus.

LPL Account View

Click here to access your Account View dashboard for your online accounts, statements, secure documents and more.

HOW IT WORKS

The Journey Together

Start the Conversation

We begin by getting to know you—your goals, priorities, concerns, and the experiences that have shaped your relationship with money.

Understand the Complexity

As we learn more about your situation, we identify the areas where guidance can create the greatest impact.

Determine the Right Path

From there, we guide you toward the service option best aligned with your needs and goals.

Move Forward with Confidence

Once a plan is in place, we help you move forward with greater clarity, organization, and confidence in your financial decisions.

GET THE SUPPORT YOU NEED

The Way You Need It

At Tempus, we understand that every financial journey is different. Whether you’re looking for a long-term partner or focused guidance around specific decisions, we offer flexible ways to work together—always grounded in clarity, intention, and trust.

No matter the path, our goal remains the same: to help you align your wealth with what matters most and move forward with confidence.

Start the conversation

Comprehensive Wealth Management

For clients seeking an ongoing partnership, we provide full-service wealth management designed to simplify complexity and bring clarity to your financial life.

We work alongside you to manage your investments, guide your financial plan, and help you stay aligned with your goals through every stage of life. With a disciplined, long-term approach, we aim to create meaningful, lasting value—so you can focus on what matters most.

Learn More About Wealth Management >

Flat-Fee Financial Planning

For those who prefer targeted advice without an ongoing commitment, we offer stand-alone financial planning for a clear, flat fee.

These engagements are designed to provide thoughtful, actionable guidance around key decisions—whether you’re navigating a transition, refining your strategy, or simply looking for clarity and direction.

Learn More About Financial Planning >

RESOURCES

Common Questions

Who do we Serve?

We specialize in guiding individuals and families through life transitions—whether that’s divorce, loss, retirement, career change, entrepreneurship, business transitions, or sudden financial events. We work with clients who value a thoughtful, coaching-based, and holistic approach to their financial lives.

What does “Fee-only” mean?

Fee-only means our loyalty is simple: we’re paid by you, and only you. No commissions, no outside incentives—just advice designed to serve your goals.

Why does being a fee only fiduciary matter?

A fee-only fiduciary is required to act in your best interest and avoid conflicts of interest. Since we’re only compensated by our clients, our recommendations are not influenced by commissions or payments from third parties. Instead, our advice can focus on your long-term success.

How is Tempus structured?

We provide financial advice as Investment Advisor Representatives (IARs) of New Edge Advisors, a $51 billion* SEC-registered investment advisory firm (RIA). This structure allows us to operate as independent wealth advisors—giving us the flexibility to serve your best interests—while being supported by a large, established firm with advanced technology, an experienced investment team, and robust resources to better serve our clients.

Client assets are held with LPL Financial, one of the nation’s leading independent brokerage and custodial platforms. This provides institutional-strength custody, reporting, and security while allowing us to maintain an independent, fiduciary relationship focused entirely on your goals.

*Assets serviced by (1) NewEdge Advisors AUA, (2) NewEdge Securities brokerage for NewEdge Advisors dual reps and (3)LPL dual rep brokerage client assets.
*Numbers are correct as of 03/31/2026

How do you approach investing?

We take a disciplined, research-driven approach to investing focused on long-term outcomes rather than short-term market predictions.

Our process incorporates quantitative research and portfolio construction support, including resources from Helios Quantitative Research, to help build diversified, tax-aware, and risk-conscious portfolios.

Every investment strategy is ultimately personalized and aligned with your broader financial plan, goals, and life circumstances.

View All Resources

GET STARTED

Are you getting the Tempus Treatment?

Are you taking advantage of the benefits a team approach provides? Is your advisor highly experienced and qualified? Are you working with a Certified Financial Planner™ (CFP)? Does every recommendation begin with your best interest in mind?

TEMPUS ADVISORY

We offer a no-cost, no-obligation discovery meeting where we take as much time as needed to understand you and what you are looking for.

We also offer flexible meeting hours in-person, over the phone, or virtually; whatever best accommodates your lifestyle.

CONTACT INFO

724.510.0262 FAX: 724.510.0745 info@tempusadvisory.com

Monday through Friday, 9:00 to 5:00

Also available by appointment

LOCATION

26 Nesbitt Road, Suite 255

New Castle, PA 16105

QUICK LINKS

Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.

The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding your individual situation. 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.