A complete list of active advisors currently associated with Pinelight Financial PLLC
Warmer can help you find a great advisor at Pinelight Financial PLLC or one who fits your needs even better.
Pinelight Financial is a small, independent registered investment adviser managing roughly $41.3 million for about 31 clients, serving individuals, high‑net‑worth investors, businesses, and retirement/pension plans. The firm provides financial planning, ongoing portfolio management, retirement plan investment management, and pension consulting, and also offers group educational seminars and workshops for plan participants. Portfolios are customized and managed on either a discretionary or non‑discretionary basis, drawing on a mix of active and passive techniques (including core‑and‑satellite and modern portfolio concepts) with attention to tax efficiency and ERISA fiduciary considerations when advising retirement plans. Clients receive written financial plans and periodic reviews, and the firm assists with rollovers, IPS development, manager due diligence, and participant education. The firm’s principal is a licensed CPA who provides accounting and tax services under separate engagement agreements, creating an affiliated accounting/advisory relationship that the brochure discloses and seeks to manage. Compared with many solo independent advisers, Pinelight’s combination of affiliated accounting services, explicit pension consulting and institutional/plan management work, plus client education workshops, is relatively uncommon.
To learn more about the advisors currently working at Pinelight Financial PLLC, 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 |
|---|---|---|
Riverside, IL
| 8
|
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