As a Fiduciary, Peter has a tremendous responsibility to serve each person ethically and with the financial welfare of his clients as his highest priority. Peter has worked very hard to earn his Series 65 license, which obligates him to this duty.
In delivering such service, he treats each client individually and constructs a custom financial plan that considers each client’s specific details, needs and goals. His consultations are designed to identify solid action plans for his clients. Peter has collected a variety of tools and resources allowing him to serve his client's specific needs and does not engage in 'cookie cutter' solutions. As a boutique firm he has the ability to choose from a universe of options to recommend to clients and he is not tied down to “proprietary strategies” like many corporate structured firms enforce. His execution is intentional and by design.
Peter’s foundation of education is what truly allows him to empower his clients. He dedicates countless hours, annually, teaching classes at local universities. His clients are often former students of Peter’s educational division called Pillar Adult Education. He encourages continual education- for himself, for his staff and for his clients. Clients are able to more clearly make wise financial decisions in everyday life and become the driving force applying their custom designed financial plans. The process at Pillar Financial is interactive and requires client input and collaborative decision-making. A client will solidify a financial plan with Peter to ensure complete satisfaction.
Fiduciary Disclosure : Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.