Ty McGilberry, Social Security Planning Specialist
Ty McGilberry
Financial Advisor | CEO & Managing Partner, Pegasus Financial Planning
www.pegasusfinancialplanning.net
Professional Profile
Meet Ty McGilberry, a trusted Financial Advisor and the CEO & Managing Partner of Pegasus Financial Planning, located in Pennsylvania. With deep roots in the greater Philadelphia area and extensive educational credentials from Pennsylvania State University, Ty is committed to providing expert financial guidance tailored to the unique needs of his clients.
Ty McGilberry has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
With over a decade of experience at Vanguard, Ty honed his expertise in investment management and education, focusing on helping individual investors and retirement plan participants navigate portfolio costs to achieve their financial goals. After launching his own practice, he embraced a comprehensive financial planning approach centered on the fiduciary standard, ensuring every client's plan reflects their specific objectives.
Ty is not only dedicated to his clients but also actively engaged in his community. He has held various leadership positions, including Chair of Finance Committee at WTS Philadelphia and President of the Penn State University Brandywine Alumni Society. His passion for education is evident as an adjunct professor at Penn State, where he shares his financial knowledge with the next generation.
Choose Ty McGilberry and the team at Pegasus Financial Planning for a wealth of experience, a client-first philosophy, and a commitment to empowering you with the knowledge and strategies needed to secure your financial future.
04-14-2025
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.