A complete list of active advisors currently associated with Pinion Financial Services, LLC

Warmer can help you find a great advisor at Pinion Financial Services, LLC or one who fits your needs even better.

Pinion Financial Services is an adviser that places primary emphasis on selecting and referring clients to third‑party investment managers and providing ongoing monitoring and consulting for those arrangements. The firm serves pension and profit‑sharing plans, as well as individual and high‑net‑worth clients, but does not manage assets on a continuous discretionary or non‑discretionary basis and reports no assets under management. In practice Pinion focuses on assisting plan sponsors and investors in choosing Third Party Advisory Services, documenting the relationship, and overseeing suitability — while the selected third‑party advisers make and execute securities transactions. The firm describes using both fundamental and technical analysis and generally advising long‑term mutual fund allocations, and it provides financial planning and retirement plan consulting as part of its evaluation and monitoring process. What is distinctive relative to many investment managers is Pinion’s explicit role in the selection and ongoing monitoring of other advisers rather than direct portfolio management, and the absence of a direct percentage‑of‑AUM fee charged to clients; instead the firm shares in fees paid to third‑party managers and receives broker‑dealer and insurance compensation. The brochure also discloses affiliated broker‑dealer and insurance activities and separate client contracts with third‑party sponsors, which affect custody, execution, and potential conflicts of interest.

To learn more about the advisors currently working at Pinion Financial Services, 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.