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 an independent registered investment adviser that serves individuals, high‑net‑worth households, businesses, retirement and pension plans, and selected institutional clients. The firm provides comprehensive financial planning and ongoing portfolio management and also offers accounting and tax preparation services under a separate engagement through its principal, who is a licensed CPA. Portfolios are customized to client risk tolerance and objectives and may be managed on a discretionary or non‑discretionary basis using a blend of active and passive strategies (including core‑plus‑satellite and modern portfolio constructs) with attention to scenario analysis and tail‑risk stress testing. The firm maintains custody relationships with major brokerages and indicates a split of approximately $34.26 million in discretionary assets and $7.06 million in non‑discretionary assets as of the brochure filing. What distinguishes the firm from many peers is the combination of an RIA with an affiliated accounting practice — disclosed as a dual relationship and noted to consume up to half of the principal’s monthly time — alongside a documented practice of pension consulting and retirement/pension plan services (including ERISA §3(38) capabilities) and delivering group educational seminars and participant workshops. The firm reports roughly $41.3 million in total assets under management across 31 clients, reflecting a relatively small client base supporting institutional and plan‑level work uncommon for firms of this size.

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.

You can also browse Pinelight Financial PLLC's office locations.

Name	Location	Years of experience
Jennifer Johnson	Riverside, IL	0
Jordan Johnson	Estero, FL	8

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