White Pine Investment Co
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$518,403,585
Clients
326
Advisors
3
of 7 employees
About
White Pine Investment Company provides fee‑only investment management and financial planning to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages client accounts on a discretionary basis (over $518 million discretionary as of 12/31/2025) and supplements ongoing portfolio services with estate‑planning coordination and project‑based consulting engagements.
The firm uses a mix of fundamental, technical, cyclical and charting analysis and implements portfolios with individual securities, ETFs and mutual funds tailored to documented client goals and Financial Plan Reviews. White Pine conducts quarterly account reviews and delivers written quarterly updates and other periodic communications, and it relies on client‑provided information while asking clients to review any estate planning documents prepared by third‑party providers.
What is noteworthy relative to peers is the firm’s prior disclosure of an affiliation with Five Needles Estate Planning Services, PLLC — a relationship that was removed from the brochure in the March 2026 update — and its explicit use of separate, fixed‑scope Statements of Work for certain specialized estate and consulting services. The brochure also emphasizes regular, written client communications (including a realized gain/loss report in January), and documents the firm’s participation in educational conferences and events made available through service providers.
Client services
Expertise
Fee options
Flat fees for certain specialized services (e.g., estate planning) agreed upon in separate written Statement of Work or Addendum; billed in arrears.
$0 - $500,000: 1.10% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $4,000,000: 0.60% $4,000,001 - $8,000,000: 0.45% $8,000,001 - $12,000,000: 0.30% $12,000,001+: 0.15%
Account minimum: $500,000 Fee-only: Strictly fee-only investment management firm; no commissions or finders’ fees accepted.
Main office
17199 Laurel Park Dr. North Suite 220
Livonia MI 48152
Advisors at this office
3
Most active in
Florida · Illinois · Indiana · Michigan · New Hampshire · North Carolina · Ohio · Texas
Also doing business as
White Pine Investment Co · White Pine Investment Company
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
William J
CFP®, Series 63, Series 65
Livonia, MI
White Pine Investment Co
William Johnson is a CFP® with 21 years of industry experience, currently serving at White Pine Investment Co since 2018. His prior roles include positions at Charles Schwab and Fidelity. White Pine Investment Company provides fee-only investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to implement portfolios tailored to client goals, and it emphasizes regular written communications and quarterly account reviews.
Anthony D
CFA®
Livonia, MI
White Pine Investment Co
Anthony Digiovanni is a CFA® charterholder with 11 years of industry experience. He has been with White Pine Investment Co since 2012. White Pine Investment Company provides fee-only investment management and financial planning for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to implement portfolios tailored to client goals, and provides regular written updates and estate-planning coordination.
Stefanie P
CFP®, Series 63, Series 66
Livonia, MI
White Pine Investment Co
Stefanie Porter is a CFP® professional with 21 years of industry experience, currently serving as an advisor at White Pine Investment Company since 2022. Her prior experience includes roles at Pacific Life Distributors, TIAA-CREF, and Wells Fargo Clearing. She is also the sole member of Five Needles Estate Planning Services, PLLC, which offers estate planning and document drafting services. White Pine Investment Company provides fee-only investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, cyclical, and charting analysis to implement tailored portfolios and emphasizes regular written client communications and estate-planning coordination.
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