A complete list of active advisors currently associated with Two Pillars Asset Management

Warmer can help you find a great advisor at Two Pillars Asset Management or one who fits your needs even better.

Two Pillars Asset Management is a small independent registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, high‑net‑worth clients, ERISA plans, and charitable organizations. Its services include ongoing asset management (including management of fee‑based annuities and “held‑away” participant accounts), financial planning and estate‑planning coordination, and subadvisory/co‑advisor arrangements with third‑party managers and platforms. The firm blends faith‑based investing—screening investments for alignment with client values on a best‑efforts basis—with quantitative, fundamental, and model‑driven allocation processes and periodic rebalancing. Two Pillars also functions as a model portfolio provider, delivering quarterly model signals to unaffiliated advisers, and acts as a liaison to third‑party managers while coordinating multidisciplinary planning teams for ongoing client support. Noteworthy features relative to peers include explicit pension consulting and ERISA 3(21) limited‑scope fiduciary services and a client mix that includes charitable organizations, both of which are less common for firms of this type. The brochure also highlights that the firm offers institutional‑style services—model portfolio licensing, subadvisory relationships and co‑advisor fee‑sharing arrangements—while managing about $4.6 million in client assets across roughly 30 client relationships.

To learn more about the advisors currently working at Two Pillars Asset Management, 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.