A complete list of active advisors currently associated with Five Pine Wealth

Warmer can help you find a great advisor at Five Pine Wealth or one who fits your needs even better.

Five Pine Wealth Management serves individual and high-net-worth clients as well as defined contribution and other employee benefit plans, offering discretionary and non-discretionary investment management, financial planning (both project-based and ongoing), pension consulting, and occasional educational seminars and workshops. The firm also provides participant education and governance support to plans and makes implementation of planning recommendations the client’s discretion. The firm emphasizes strategic, risk-based asset allocation implemented through diversified portfolios of no-load mutual funds, ETFs, individual stocks and bonds, REITs and cash equivalents, and will manage accounts on a discretionary basis when authorized. Advisers generally review accounts quarterly with a long-term orientation, execute trades on an individual-client basis rather than through aggregated block trades, and commonly recommend custodians such as Charles Schwab and Altruist. What is distinctive for Five Pine relative to many peers is its offering of group educational seminars and workshops and plan-participant education—services the brochure describes as purely educational and not tied to product sales, a feature reported by a minority of similar firms. The adviser is co-founder led, SEC-registered since 2021, manages roughly $192 million across a three-advisor team, and discloses potential conflicts arising from vendor-sponsored educational events while stating it does not limit its investment universe to sponsors’ products.

To learn more about the advisors currently working at Five Pine Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.