Pier 42 Advisors

Pier 42 Advisors serves individuals (including high net-worth clients), real estate investors, charitable organizations, and businesses, and lists pension and profit-sharing plans among its client types. The firm provides wealth management and both ongoing and project-based financial planning, along with employee benefit plan consulting, tax return preparation for clients in ongoing planning engagements, and group educational seminars.

The firm operates on a fee-only, percentage-of-AUM advisory model and constructs portfolios using asset-allocation principles informed by Modern Portfolio Theory, combining passive and active strategies and, when appropriate, engaging third‑party Outside Managers. It also implements customized solutions such as laddered fixed‑income portfolios and direct indexing through TAMPs (First Ascent and Asset Dedication), and conducts periodic reviews tied to client goals and risk tolerance.

Noteworthy from the brochure is that Pier 42 provides portfolio management and consulting services for institutional retirement plans and pension sponsors—services that are relatively uncommon among peers of its size. The firm also offers public educational seminars and integrates tax return preparation and business‑owner planning into its advisory work, while using TAMP-based direct indexing and bespoke bond ladders to address tax efficiency and client cash‑flow needs.