A complete list of active advisors currently associated with PI Wealth Plan LLC

Warmer can help you find a great advisor at PI Wealth Plan LLC or one who fits your needs even better.

PI Wealth Plan LLC provides wealth advisory and financial planning services to individual clients classified as high‑net‑worth and ultra‑high‑net‑worth, working with a very small number of household clients. The firm offers ongoing advisory engagements, limited‑scope projects, investment management, tax planning, and divorce financial analysis. The firm manages client portfolios primarily through model portfolios, separately managed accounts, and third‑party sub‑advisers under a written investment policy statement and discretionary authority, with an emphasis on sustainable, responsible, and impact investing. PWP integrates year‑round proactive tax planning and business‑oriented advice into its investment process, and may recommend private placements for accredited investors when appropriate. Unlike most independent solo advisers, PWP does not charge percentage‑of‑AUM advisory fees and instead uses fixed fee arrangements. The combination of a solo, boutique practice led by a CFP® and Enrolled Agent, a very small, selective client base, and specialized services (including divorce financial analysis, concentrated stock and business‑exit planning, captive insurance and other complex tax strategies) is atypical among peers.

To learn more about the advisors currently working at PI Wealth Plan 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.