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 voted 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

Giving Back

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