A complete list of active advisors currently associated with Pinion Wealth Management, LLC

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

Pinion Wealth Management (doing business as Pinion Investment Advisors, LLC) provides personalized investment advisory services to individuals (including high‑net‑worth clients), trusts, estates and retirement plan sponsors and participants. Services described in the brochure include ongoing asset management, financial planning and consultations, retirement plan consulting and referrals to third‑party money managers. The firm collects client information through interviews, questionnaires and documents to construct investment programs and monitors accounts on a discretionary or non‑discretionary basis, using model portfolios, sub‑advisors and the AssetMark platform (the Pinion Wealth Management Program) to implement strategies. PWM describes employing fundamental, technical, charting and cyclical analysis and may allocate client assets among model portfolios or refer portions of accounts to sub‑advisors such as GoalVest and HBKS. Pinion’s ownership and operating structure distinguishes it from many team firms: it is ultimately owned by Pinion, LLC, a certified public accounting firm, and has a limited‑use broker‑dealer under common ownership (KCOE Capital Advisors, LLC), while some representatives also operate as registered reps of Purshe Kaplan Sterling and sell commission products. The combination of CPA ownership, affiliated broker‑dealer activity, retirement‑plan consulting capabilities and relationships with multiple sub‑advisors and private fund sponsors is presented in the brochure as an integrated feature of the firm’s service model, and is less common among comparable team‑managed advisory firms.

To learn more about the advisors currently working at Pinion Wealth Management, 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.