A complete list of active advisors currently associated with Pillar Financial Advisors, LLC

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

Pillar Financial Advisors works with individuals, trusts, estates and business entities, with a client base that includes a substantial number of affluent and high-net-worth individuals. The firm offers comprehensive wealth management services — combining ongoing portfolio management, retirement-account advice and coordinated financial planning — and manages client accounts on a discretionary basis. The firm’s engagement begins with a written Wealth Management Strategy and an Investment Policy Statement that are updated periodically and used to guide ongoing portfolio management. Investment management emphasizes long-term, largely passive strategies implemented with low-cost mutual funds and ETFs (including funds from Dimensional and Vanguard), with a stated focus on tax-aware asset location and minimizing portfolio turnover. Pillar is a small, experienced advisory team — four advisors overseeing several hundred million dollars in discretionary assets — and combines credentials across CFA, CPA/PFS and CFP designations. Operational features that may be noteworthy to prospective clients include the firm’s policy not to vote client proxies, its practice of coordinating closely with clients’ other professional advisors, and procedures for safeguarding held-away accounts (including surprise custody examinations when the firm is provided login credentials).

To learn more about the advisors currently working at Pillar Financial Advisors, 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.