Newlin Archinal, CFP®, CRPC®, AIF®

Managing Partner

Newlin’s Story

Newlin provides comprehensive investment and planning advice to families, with a specialty in working with global executives. Many of her clients are professionals and entrepreneurs who need retirement and business transition guidance. She also serves women of wealth seeking advice on career, divorce, and retirement. Newlin has consistently been listed as one of the top wealth managers as rated by Pittsburgh Magazine.

Driven by a desire to positively impact people’s financial lives, Newlin left her job as an Emmy-nominated television journalist and pivoted into wealth management more than a decade ago. She started her career as an advisor at Integrity Wealth Consulting. Later, Newlin served as vice president and a voting member of the Investment Committee at BPU Investment Management. While there, she also founded Women Connect, an initiative driven to help women executives find success.

A frequent speaker, Newlin is a graduate of Ithaca College, where she played women’s lacrosse. She is committed to the financial planning profession and is a CERTIFIED FINANCIAL PLANNER™ professional who is passionate about empowering others and serving as a mentor to next-gen advisors.


  • Five Star Wealth Manager, 2015–2019*
  • Mid Atlantic Emmy Awards

Recent Buzz

  • Please visit our News & Events section to see Newlin's interviews with national and local media. 

Giving Back

  • The Arthritis Foundation, Pittsburgh Chapter, Board of Directors
  • Allegheny County Medical Society Foundation, Board of Directors
  • Financial Planning Association, Pittsburgh Chapter, Board of Directors

When I’m not at work: I’m playing/coaching lacrosse, hosting spontaneous dance parties with my kids in the kitchen, or enforcing the “homework first” rule.

Vice: Coffee with coconut creamer.

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. area wealth managers.  1,667 Pittsburgh wealth managers were considered for the award; 251 (15 percent of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit