A complete list of active advisors currently associated with Pierce Financial LLC

Warmer can help you find a great advisor at Pierce Financial LLC or one who fits your needs even better.

Pierce Financial LLC provides investment advisory services to individuals (including high‑net‑worth clients), charitable organizations, and business entities. The firm offers ongoing portfolio management and pension/401(k) consulting, and its brochure reports discretionary assets under management of $200,000 as of March 2020 and an account minimum of $100,000. The firm prepares an Investment Policy Statement for each client, seeks discretionary trading authority, and reviews accounts at least monthly. Its investment process blends charting, cyclical and fundamental analysis and uses both long‑ and short‑term trading techniques, including options and margin, while advising on a range of investments such as mutual funds, ETFs (including precious‑metals ETFs), real estate funds and private placements. What is uncommon for a solo independent adviser of this size is the explicit offering of pension consulting services—covering plan design, manager selection, monitoring and written consulting plans—which is a service only a minority of peers provide. It is also notable that the firm combines pension consulting with active trading strategies (options, margin and private placements) and a stated allocation policy for limited opportunities, which may present different operational and risk considerations than many small advisory practices.

To learn more about the advisors currently working at Pierce Financial 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.