Venn Financial Solutions is an independent financial planning and insurance firm serving individuals, families, and businesses across Western and Central Pennsylvania. Led by Joe Zappia and Bob Knox, the team describes its approach as fiduciary, with a focus on acting in clients’ best interests and providing personal guidance. The firm offers wealth management, investment planning, retirement planning, and business succession planning, along with support for Social Security decisions, retirement income, tax planning, Medicare IRMAA considerations, Roth conversions, wealth transfers, and inheritances.

Insurance services include Medicare supplements, Medicare Advantage, health, life, and critical illness coverage. Clients can also explore annuities, mutual funds, exchange-traded funds, long-term care options, and estate planning. The firm provides independent, virtual advisory services to Pennsylvania residents as well as in-person support through offices in Du Bois and Pittsburgh.

Its team reports more than 65 years of combined industry experience and has received regional readers’ choice and Best of Tri-County awards for financial planning and wealth management