A complete list of active advisors currently associated with White Pine Investment Co
Warmer can help you find a great advisor at White Pine Investment Co or one who fits your needs even better.
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.
To learn more about the advisors currently working at White Pine Investment Co, 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 |
|---|---|---|
Livonia, MI
| 10
| |
Livonia, MI
| 20
| |
Livonia, MI
| 20
|
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