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 LLC is a small, supported advisory firm that manages roughly $8.2 million on a discretionary basis for about 35 clients, serving individuals (including high‑net‑worth clients), families, small businesses, and retirement plan sponsors. Its client services include discretionary investment management, comprehensive financial planning under CFP® standards, one‑time financial consultations, and retirement‑plan consulting. The firm constructs customized portfolios and engages in ongoing client contact, using a mix of fundamental and quantitative methods (including factor investing and optimization models) and, where appropriate, recommending third‑party money managers. Pillar Wealth also leverages its custodian’s platform and optional tools — for example an opt‑in tax‑loss harvesting service billed through the custodian — as part of its implementation process. Compared with many peers of similar size, Pillar Wealth’s practice mixes a net‑worth‑based fee approach with recently raised minimum eligibility criteria and a new Foundations project‑based consulting offering billed monthly, which it markets to both businesses and families. The firm, registered in 2022, operates with a three‑advisor team and provides both ERISA fiduciary and non‑discretionary retirement plan consulting in addition to individual wealth services, a combination that is less common among small advisory shops.

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.