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In 2025, Allied Financial Advisors proudly acquired Educators First Financial of Pennsylvania (EFFPA), marking an exciting new chapter for both organizations and—most importantly—the clients we serve. This partnership strengthens our shared mission of providing trusted, high-quality financial guidance while expanding the resources available to public school employees and individuals across Pennsylvania and beyond.

A Partnership That Just Makes Sense

For years, Allied Financial Advisors has had the privilege of working closely with teachers and school employees. From navigating PSERS benefits to building long-term retirement strategies, educators have always been a meaningful part of our client community. Over the years, we’ve developed a deep understanding of the unique financial questions, challenges, and opportunities that come with a career in education.

Because of this long-standing experience, partnering with EFFPA was a natural progression for our firm. Their team’s specialized pension expertise and strong connections within the education community align perfectly with the work we’ve been doing for years. Joining forces strengthens our ability to serve educators even more effectively—while also expanding our support for clients of all backgrounds.

EFFPA brings more than 30 years of specialized experience in the financial services industry, with a deep focus on helping public school employees make the most of their pension benefits. Their team has extensive expertise in the Public School Employees’ Retirement System (PSERS), and they have spent decades helping educators understand their options, maximize their pension benefits, and build long-term financial strategies that support their goals before and after retirement.

What makes EFFPA stand out is their commitment to serving clients of every background—not only teachers—and their belief that financial planning should be rooted in trust, transparency, and genuine care. As fiduciaries, they prioritize client needs above all else, offering guidance that is client-focused, not product-driven. Their philosophy aligns seamlessly with AFA’s own approach to financial planning: building lifelong relationships, providing thoughtful and personalized advice, and helping clients prepare for the expected and unexpected moments in life.

Today, EFFPA serves clients across 41 school districts in 7 counties throughout Pennsylvania, as well as clients in 14 additional states. Their reach and reputation are a testament to the meaningful relationships they’ve built and the value they deliver to those they serve.

By joining forces, AFA and EFFPA are combining strengths to enhance the services available to both existing and future clients. Whether you are a public school employee looking to better understand your retirement options, someone preparing for the next phase of life, or you know an educator who could benefit from specialized pension-focused guidance, we are here to help.

To learn more about EFFPA’s educator-specific services—or to explore the full range of financial planning resources now available through our expanded team—please visit their website by clicking the link below for additional information.