Advisor at Pillar Wealth LLC
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Pillar Wealth is an independent advisory firm for high earners and high net-worth individuals who want to focus their time, energy, and money on what is most important to them.
We're purposefully built with the skill sets and experience to care for our clients' diverse financial needs. You'll see tangible results with our synergistic approach as the entire Pillar team partners with you to develop a unique plan that helps you focus on the items you can control, while mitigating those that you can't. The result is a collaborative, high-level, individualized plan to accomplish your Purpose.
Whether you need help maximizing your business' cash-flow, creating an income stream in retirement, saving taxes, or identifying real estate investment opportunities, we're committed to partnering with you as your life, your goals, (and the markets) change.
It's our Purpose to get clear on yours.
Flat: $6,180
Pillar Wealth bills .50% on net-worth, with a $6,180 minimum. We refund the cost of annual tax preparation, and annual estate planning with a licensed professional from our annual fee.
Pillar Wealth, LLC
2024 - Present (2 years)
Charles Schwab Bank, SSB
2019 - 2024 (5 years)
Charles Schwab & Co., Inc.
2018 - 2024 (6 years)
We Grow Indy
2016 - 2016 (1 year)
Law Office of Bryan Davenport
2015 - 2018 (3 years)
JPMorgan Chase & Co.
2015 - 2018 (3 years)
Series 66
Greenwood, IN
Edward Jones
Series 63, Series 66
Greenwood, IN
Edward Jones
CFP®, Series 66
Greenwood, IN
Edward Jones
CFP®, Series 66
Greenwood, IN
Edward Jones
Series 63, Series 66
Greenwood, IN
Edward Jones
Series 66
Greenwood, IN
Edward Jones
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