A complete list of active advisors currently associated with Pithom Advisors, Inc.
Warmer can help you find a great advisor at Pithom Advisors, Inc. or one who fits your needs even better.
The firm serves individuals, families and business owners with an Investment Management module and a Comprehensive Financial Planning module that cover retirement, estate, tax, insurance, education and business-owner planning. It also provides plan-level retirement consulting for employer-sponsored plans, including reviews of plan fee structures and assistance in selecting and monitoring 401(k) investment options. The firm emphasizes a passive, risk‑aware investment process using efficient‑frontier analysis, risk scoring, and Monte Carlo simulations to build personalized glide paths and Retirement Maps, and it implements portfolios primarily with low‑cost funds and ETFs rather than individual stock or active manager selection. Financial planning work integrates tax-focused analysis, year‑by‑year cashflow modeling, stress tests, and individualized Investment Policy Statements that guide rebalancing and tax-aware decisions. Operationally, the adviser uses alternative billing arrangements that are uncommon among peers — offering subscription and hourly or project‑based billing rather than relying solely on percentage‑of‑assets fees — and the brochure reports no regulatory assets under management as of December 31, 2024. The firm is affiliated with an independent CPA firm and discloses that it may refer clients to that accounting practice, and it routinely offers business valuations, detailed fiduciary scoring reports for retirement plans, and other services that extend beyond typical wealth management.
To learn more about the advisors currently working at Pithom Advisors, Inc., 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 |
|---|---|---|
Woodbridge, VA
| 5
|
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