A complete list of active advisors currently associated with Pinder Financial, LLC
Warmer can help you find a great advisor at Pinder Financial, LLC or one who fits your needs even better.
Pinder Financial is a state-registered investment adviser established in 2022 that offers tailored asset management and advisory services to individuals and business clients, including corporate pension and profit-sharing plans. The firm conducts client intake through detailed information gathering and provides ongoing monitoring, trading as necessary, and regular client communication by phone, email, or in-person appointment. The firm’s investment process uses a combination of fundamental and technical analysis and Modern Portfolio Theory to select and allocate funds and construct portfolios, with periodic rebalancing and tax‑aware trade considerations. Pinder Financial generally manages accounts on a non-discretionary basis and provides ERISA 3(21) fiduciary services and pension consulting for retirement plans, including investment screening, replacement-fund selection, assistance with qualified default investment alternatives, sample investment policy statements, and quarterly plan reviews. Noteworthy for a newly formed, small adviser, the brochure emphasizes consulting and non-discretionary plan services alongside individual portfolio management, reflecting a mix of retirement-plan work that is less common among solo independent firms. The brochure also describes the founder’s prior experience in real estate and as a registered associate at a broker-dealer, which may influence the firm’s familiarity with plan and real‑asset considerations.
To learn more about the advisors currently working at Pinder Financial, 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 |
|---|---|---|
Jupiter, FL
| 5
|
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