A complete list of active advisors currently associated with Pioneer Wealth Management Group

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

Pioneer Wealth Management Group provides financial planning and discretionary portfolio management to individuals (including high-net-worth clients), trusts, estates, and small businesses, and also offers pension consulting for small group 401(k) plans. Services described in the brochure include modular and comprehensive financial planning, ongoing asset management, and referrals to third-party implementation providers. The firm favors long-term, globally diversified portfolios constructed primarily with ETFs and mutual funds, while offering clients the option of factor-based or ESG-focused allocations; it also may incorporate other instruments such as options, real estate, and oil-and-gas interests when appropriate. Investment decisions draw on fundamental, technical, and cyclical analysis, use an investment policy statement for each client, and include regular reviews and block trading to allocate executions across accounts. Pioneer’s service model departs from many peers by offering multiple non-traditional engagement types—subscription advisory service with two annual meetings and access to a Pioneer360 planning portal, as well as hourly, flat-fee, and annual wealth-planning options—and by providing model portfolios and consulting for workplace retirement plans. The firm also manages held-away defined-contribution participant accounts through a third-party platform and discloses an affiliation with a tax-preparation business that shares office space, factors that can influence implementation choices and referral pathways.

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