About Pillar Financial Group | Wealth & Retirement Planning

About Us

Knowledgeable Guidance Delivered With Excellence

Pillar Financial Group serves both business leaders and the individuals within their organizations—helping you make more confident decisions, care well for employees, and build wealth that lasts across generations. Whether you're focused on retirement, planning for your family, or leading a growing company, our collaborative, highly credentialed team approach helps you navigate complex situations and decisions, offering greater clarity and control at every step.

Extend Your Impact Across Generations

We build teams to plan with all generations of your family—often before they have wealth of their own—so that clarity, connection, and values are preserved over time. Through multi-generational planning, we help ensure your vision and wealth remain strong from one chapter to the next.

Access the Power of Our Credentialed Team

Benefit from the collective wisdom of a team that brings diverse experience, credentials, and specializations, and a shared commitment to your goals. We collaborate internally and with your outside professionals to coordinate and manage the complexities of your wealth. The result is informed, integrated, and proactive guidance, not siloed advice.

Credentialed Excellence Behind Every Recommendation

6 CERTIFIED FINANCIAL PLANNER™ Professionals

CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is a formal recognition of demonstrated knowledge in the areas of financial planning, taxes, insurance, estate planning, and retirement.

1 Chartered Financial Analyst®

Chartered Financial Analyst (CFA) designation certifies the competence and integrity of financial analysts in the areas of accounting, economics, ethics, money management, and security analysis.

5 Chartered Life Underwriter® Professionals

Chartered Life Underwriter (CLU) designation certifies extensive knowledge of life insurance, underwriting concepts, life insurance, law, and overall risk management.

7 Qualified Plan Financial Consultant® Professionals

Qualified Plan Financial Consultant (QPFC) designation certifies an understanding in retirement planning concepts such as administration, investment, and distinctive features of qualified plans.

2 Certified Public Accountant® Professionals

Certified Public Accountant certifies competency in ethics and professional responsibility, business law, tax procedures and accounting, and federal taxation.

2 Chartered Financial Consultant® Professionals

Chartered Financial Consultant designation certifies financial advisors’ knowledge in financial planning services including tax and retirement planning, wealth management, insurance, and more.

Meet Our Team

Experience Holistic, Hands-On Guidance

Our hands-on approach helps us understand you and your wealth better, so we can coordinate every element and help you manage complexity. With proactive outreach and detailed scenario planning, we stay close to you and apprised of your needs as life unfolds.

Values That Shape How We Serve You

Our core values reflect how we show up for clients, collaborate as a team, and deliver a premium client experience. These principles guide every plan, every conversation, and every generation we work with.

Planning-First Approach

Clarity comes from personalized planning. We take the time to understand every objective, account, and asset, illustrating outcomes across multiple scenarios to help clients move forward with a fully coordinated plan.

Collaborative  Care

Our clients deserve collective wisdom from a credentialed team. At every level we build relationships, share knowledge, and work together to deliver thoughtful, integrated solutions.

Driven To Service Excellence

Our team is dedicated to providing an experience where clients are heard and cared for. We embrace conversations others avoid, ask questions others overlook, and proactively reach out when circumstances change.

Multi-generational Stewardship

Financial guidance should extend beyond a single generation. Our multi-generational team engages with the entire family to ensure everyone remains connected, confident, and prepared to carry out their legacy.

Partnerships To Elevate Your Experience

Our partnership with Cetera gives you access to a powerful ecosystem of legal, investment, and advanced planning resources—enhancing the personalized guidance and solutions we deliver every day.

Learn More About Cetera

Advanced  Planning Team

We tap into Cetera’s legal and financial professionals to help navigate estate strategies, business transitions, and other complex planning needs.

Cetera Investment Management (CIM)

We have access to objective research and deep market insights from Cetera’s investment professionals to help guide your personalized strategy.

Financial Plan Design Team

With over 100 years of combined experience, this team supports our planning process with advanced technical rigor and scenario modeling.

Take Your Wealth To The Next Level

Retirement planning and wealth management are most effective when they’re done in context—with your values guiding the process and experienced professionals aligned around your shared vision.

Let’s Start The Conversation

Who We Serve

We support businesses, individuals and families navigating complex decisions and transitions.

See How We Help

How We Work

Our planning-first approach brings clarity to complex wealth management and retirement planning questions.

Explore Our Approach

Our Credentialed Team

Get to know our knowledgeable advisors who bring connection, care, and depth to your wealth and retirement strategies.

Meet The Team