A complete list of active advisors currently associated with Pillar Wealth LLC
Warmer can help you find a great advisor at Pillar Wealth LLC or one who fits your needs even better.
Pillar Wealth is a small advisory firm that serves individuals, high‑net‑worth families, and small businesses. The firm offers discretionary portfolio management alongside comprehensive, CFP‑board–aligned financial planning through its Personal CFO service, as well as standalone financial consultations and retirement plan consulting for sponsors and participants. The Personal CFO engagement uses a net‑worth–based guidance model with ongoing discretionary management, at‑least‑quarterly reviews, and regular client collaboration; investment implementation can include optimization and factor‑based approaches, institutional share‑class mutual funds, ETFs, individual securities, third‑party managers, and pooled vehicles. Clients may also opt into a custodian‑offered tax‑loss harvesting tool; the firm discloses that some custodian program structures and revenue arrangements can create conflicts of interest that clients should consider. What is distinctive about Pillar Wealth relative to many peers is its expanded service menu beyond typical wealth management: a separate Pillar Friends discretionary program designed for families or friends not suited for the full Personal CFO, and Foundations consulting for project‑based business, real estate, and financial strategy engagements. The firm also provides ERISA‑related retirement plan consulting and participant education, and it discloses operational and custodian relationships that can influence the choice of implementation vehicles.
To learn more about the advisors currently working at Pillar Wealth 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.
Name |
Location |
Years of experience |
|---|---|---|
Franklin, IN
| 2
| |
Franklin, IN
| 4
| |
Franklin, IN
| 8
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)