A complete list of active advisors currently associated with Pierson Wealth Management

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

Pierson Wealth Management provides discretionary and non‑discretionary portfolio management together with limited financial planning and retirement‑plan consulting for individuals, high‑net‑worth clients, corporations, trusts, estates, charitable organizations and plan participants. As of March 10, 2026, the firm reported managing approximately $191.96 million on a discretionary basis. The firm develops a customized Investment Plan for each client and implements strategies that include ETF‑based tactical allocations, Point & Figure technical analysis, and, for some clients, principles of modern portfolio theory. Pierson also employs trading tools such as options and margin in appropriate accounts and operates an RFP Asset Management “Focus 5” large‑cap growth strategy that holds five stocks selected from a 30‑stock universe using a daily relative‑strength ranking and rebalances only when holdings change. Pierson sponsors an adviser‑run wrap fee program that bundles management, custody and execution costs, and the brochure discloses the firm retains any portion of wrap fees not paid to third parties — a practice the firm notes can create a potential disincentive to trade. The RFP Asset Management offering may charge performance‑based fees to qualified clients and engages in side‑by‑side management with non‑performance fee accounts, making its concentrated, rules‑based Focus 5 model and fee flexibility notable features relative to many peers.

To learn more about the advisors currently working at Pierson Wealth Management, 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.