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 is a team-based wealth management firm that serves individuals, high-net-worth clients, trusts, estates and business entities. It provides comprehensive wealth management services—portfolio management, ongoing wealth planning and coordination with other professional advisors—and manages client accounts on a discretionary basis. The firm emphasizes long-term, asset-class oriented portfolios built primarily with low-cost ETFs and no-load mutual funds (including Dimensional Fund Advisors and Vanguard offerings), and incorporates tax-aware asset location into client-specific Investment Policy Statements. Investment management is delivered alongside a formal Wealth Management Strategy that is reviewed periodically and guides portfolio construction, rebalancing and other planning decisions. Distinctive aspects include a policy of providing ongoing wealth planning only in conjunction with portfolio management and offering clients a choice between alternative fee arrangements rather than a single fee model. The advisory team combines CFA and CPA/PFS credentials within a small, four-advisor structure overseeing several hundred client relationships, and the firm discloses operational practices that may be uncommon—such as obtaining client login access for held-away accounts with independent surprise custody examinations and an employee referral/bonus policy that could present conflicts of interest.

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.