How We Are Different

Our Strength

Pier 42 Advisors is an independent, fee-only advisory firm offering custom wealth advice specifically designed to help our clients achieve their unique goals. Unlike many advisors, we incorporate cash flow planning and tax minimization into every strategy implemented on your behalf. This approach helps maximize your wealth at every stage of your financial life.

Independent

Pier 42 Advisors is an independent registered investment advisory firm. We have no parent company, joint ventures, or affiliations. That means we never receive commissions for investment product sales. Instead, we take an open architecture approach to investment management, which means we are free to select from a virtually unlimited universe of investment options to structure custom portfolios that meet each client’s personal financial needs and objectives.

Fee-only

Why is fee-only advice important? Because it aligns our interests with yours. Unlike many brokers and advisors that are fee-based who charge product commissions and/or transaction based fees, our fee-only approach ensures we’re able to focus on your best interests above all else. We never receive referral fees, commissions for product sales or fees for generating transactions.

Fiduciary

As a fiduciary advisory firm, we are legally required to put your best interests first, at all times and in all situations. When you work with us, you know you’re receiving trusted advice specifically designed to achieve your personal financial goals.

At Pier 42 Advisors, we understand that successful wealth planning is about more than just plugging numbers into a formula and generating a generic plan. Instead, it’s about taking the time to understand your specific needs and the “why” behind your motivations. Our goal is to serve as your trusted partner by working alongside you to incorporate your values, emotions, concerns and motivations into a tailored financial plan to guide your actions.

By focusing primarily on building relationships, trust and understanding, we are better able to help you achieve your version of financial success, whatever that may be.

Ready to take the first step?

Start by scheduling a confidential consultation with a member of our team.

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