A complete list of active advisors currently associated with Pivot Point Wealth Planning

Warmer can help you find a great advisor at Pivot Point Wealth Planning or one who fits your needs even better.

Pivot Point Wealth Planning serves individuals — including high-net-worth clients — and employer plan sponsors, offering discretionary investment management alongside project-based and comprehensive financial planning. The firm also provides consulting and ongoing advisory services for participant-directed retirement plans. Its investment approach is primarily passive, constructing portfolios from index mutual funds and ETFs around client-specific investment policy statements, while employing fundamental and technical methods when conducting investment analysis. Comprehensive-planning clients receive ongoing access to a planner, periodic reviews and rebalancing, and the firm acknowledges its ERISA fiduciary responsibilities when advising employee benefit plans. Noteworthy for a single-advisor practice with roughly $30 million in assets and about 80 clients, the firm manages accounts directly rather than referring to outside managers and provides employer retirement-plan services in addition to individual wealth management. Operationally, the firm accepts limited custody arrangements to facilitate fee debits and third‑party transfers and, unusually for a manager, does not provide separate written reports to investment-management clients.

To learn more about the advisors currently working at Pivot Point Wealth Planning, 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.