Our Services

Our services are twofold. We manage investments for individuals and businesses. And we serve employers sponsoring qualified retirement plans in the areas of investment advisory, plan design, employee education, fiduciary compliance, fee benchmarking, and provider searches.

Investment Advisory

Our goal is to help individuals obtain their unique investment goals. Our specialized process based on knowledge and experience enables us to clarify your goals and identify the strategies that will help you achieve them. We formulate a comprehensive strategy best suited to your unique needs that may include recommendations for estate planning, investments, or education funding. We expect your life to change and will continually monitor progress and revise your plan as needed.

Services we provide individuals and families:

• Retirement planning
• Investment planning
• Estate planning
• Education funding

Retirement Plan Consulting

We strive to be a complete resource for business owners and fiduciaries. You need professional advice and guidance to help you develop the right plan for you, your employees’ future, and the future of your business. We provide sophisticated planning solutions for your business. To learn more about the services we provide, click here.

We provide business owners:

• Investment advisory and due diligence
• Fee benchmarking
• Fiduciary compliance
• Plan design
• Provider searches

Pierce Financial is a member of Retirement Plan Advisory Group (RPAG). With billions of assets under advisement, RPAG is an alliance of more than seven hundred independent advisors — at the top of their profession — that have joined forces to take advantage of our unique perspective, strategic approach, and expertly crafted system for investment analysis, benchmarking, plan support, and communication. Click here to learn more about how we help business owners and fiduciaries.