A complete list of active advisors currently associated with Pinkerton Wealth Partners
Warmer can help you find a great advisor at Pinkerton Wealth Partners or one who fits your needs even better.
Pinkerton Wealth, LLC serves individuals, high‑net‑worth families, foundations, endowments, pension and profit‑sharing plans, and other institutional clients. The firm provides discretionary and non‑discretionary asset management through its Pinkerton Investment Platform (PIP), written and ongoing financial planning, estate‑planning coordination via a third‑party provider (Wealth.com), and ERISA/401(k) consulting and fiduciary services. PW describes a customized, disciplined, formula‑driven investment process it calls “Advance and Protect,” combining technical, quantitative, and fundamental analysis to employ active, passive, and tactical strategies. The firm offers about 70 model strategies, may allocate client assets to model portfolios managed by its affiliate True Freedom, LLC, and discloses use of tactical cash management, option strategies, and separate model/sub‑adviser disclosures and fee line items on client statements. The brochure highlights several features that are less common among similar team firms: PW operates multiple offices and sponsors educational seminars and client conferences, it maintains affiliated businesses that provide model management and subscription research (True Freedom, LLC and Sherman Research, LLC), and some representatives sell insurance on a commission basis through affiliated commission entities. The firm also discloses the presentation of model performance and custodial institutional program arrangements and identifies these affiliations and revenue sources as potential conflicts that are disclosed to clients.
To learn more about the advisors currently working at Pinkerton Wealth Partners, 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 Pinkerton Wealth Partners's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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