A complete list of active advisors currently associated with White Pine Advisory LLC

Warmer can help you find a great advisor at White Pine Advisory LLC or one who fits your needs even better.

White Pine Advisory LLC provides discretionary investment management and related advisory services to individuals, trusts, and estates through accounts at qualified custodians. As of December 31, 2025 the firm managed about $5.85 million across 19 client relationships and generally requires a minimum relationship size of $250,000, which may be reduced at the advisor’s discretion. The firm constructs customized, primarily long-term portfolios using low-cost diversified mutual funds and ETFs, while occasionally employing individual stocks or bonds and retaining legacy holdings for tax or suitability reasons. Investment decisions are guided by fundamental and cyclical analysis, with continuous monitoring and the flexibility to make shorter-term trades for rebalancing or to meet client cash needs. White Pine is notable for its very small client roster and modest assets under management, which the firm describes as supporting ongoing personal contact and tailored discretionary oversight. The firm’s principal brings multi-decade experience in emerging markets debt and equities and an international MBA background, and the adviser maintains an institutional custody relationship that provides technology, research and operational support.

To learn more about the advisors currently working at White Pine Advisory 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.