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 is a multi-advisor firm managing roughly $1.44 billion that serves individuals (both non‑high‑net‑worth and high‑net‑worth), families, foundations, pension and profit‑sharing plans, corporations and other institutional investors. The firm offers ongoing asset management through its Pinkerton Investment Platform, written and ongoing financial planning, pension/ERISA plan consulting (including fiduciary 3(38) management options), and coordinated estate‑document services through a third‑party provider. The firm describes its investment process as a disciplined, formula‑driven approach that combines quantitative, technical and fundamental analysis across active, passive and tactical strategies and monitors portfolios regularly to make tactical adjustments and manage downside risk. PW implements client programs via customized accounts and model portfolios offered through an affiliated sub‑adviser, and uses tools such as options and diversified fixed‑income manager selection while allowing clients to impose reasonable investment restrictions. Compared with many peers, PW’s brochure discloses several less common business practices: an affiliated investment‑research subscription offering, ongoing commission‑based insurance sales and a brokerage entity used to receive commissions, and the use of affiliate model portfolios supported by separate disclosure materials (which may include model or hypothetical performance in marketing materials). The firm also details custodial and revenue‑sharing arrangements with custodians and a layered adviser/sub‑adviser structure, items prospective clients should review alongside governance and fiduciary options when comparing advisers.

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.