A complete list of active advisors currently associated with Pinkston Wealth, LLC
Warmer can help you find a great advisor at Pinkston Wealth, LLC or one who fits your needs even better.
The firm provides fee‑only investment management and ongoing financial planning to individuals and high‑net‑worth individuals, including retirement, tax planning, cash flow analysis, insurance reviews, and referrals to third‑party professionals. Services range from developing an investment policy and asset allocation to one‑on‑one implementation and monitoring of financial plans. Portfolios are constructed using modern portfolio theory and a mix of passive and active strategies, with an emphasis on tax‑aware management such as asset location, tax‑loss harvesting, and capital gains budgeting; the firm may implement custom custodial portfolios to support automated tax harvesting. The adviser typically manages accounts on a discretionary basis within client‑imposed restrictions and conducts quarterly reviews tied to clients’ objectives and risk tolerances. Noteworthy aspects include a dedicated planning service for clients preparing for full‑time senior missions that addresses mission costs, sequencing of retirement distributions, and coverage while serving, and a firm policy requiring clients to custody assets at a single institutional platform (Altruist) that the brochure describes as providing integrated digital onboarding and tools. The firm is newly formed in 2026, reported no assets under management as of August 17, 2026, and the brochure discloses that the principal maintains significant outside employment, which may affect resource allocation relative to typical small independent advisers.
To learn more about the advisors currently working at Pinkston Wealth, 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.
Name |
Location |
Years of experience |
|---|---|---|
Nixa, MO
| 4
|
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