A complete list of active advisors currently associated with Pelkonen and Associates LLC

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Pelkonen and Associates serves individual and high‑net‑worth clients, as well as trusts, estates, charitable organizations and businesses, providing discretionary portfolio management and financial planning services. The firm manages roughly $293 million for about 317 clients with a three‑person advisory team and also facilitates retirement rollovers and relationships with unaffiliated independent managers when appropriate. The firm’s investment approach is primarily long‑term and tailored to client goals, drawing on fundamental and technical analysis to construct portfolios that typically use ETFs, mutual funds, individual stocks and bonds; Pelkonen will retain legacy positions when they fit a client’s plan and may hold or trade shorter term for rebalancing or tax reasons. Pelkonen also runs dedicated fixed‑income strategies (including bond‑ladder implementations) and works with clients to set investment guidelines and reasonable restrictions on holdings. What is distinctive about Pelkonen is the combination of substantial assets under management with a small advisor roster, a practice mix that includes managing advisory annuities and specialized bond‑ladder accounts, and advisory personnel who are also licensed insurance professionals and may receive commissions for insurance sales. The firm maintains an institutional platform relationship with a major custodian that provides software, support and other economic benefits (including launch reimbursements), and it notes that custodial or fund company constraints sometimes lead it to select share classes that best fit a client’s situation rather than exclusively institutional share classes.

To learn more about the advisors currently working at Pelkonen and Associates LLC, 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.