Pillar Wealth
5.0 stars · 10 reviews · Serves Nationwide · Specializes in Bootstrapped Companies, Business Executives, Business Owners/Entrepreneurs
"Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products like insurance.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Charitable Giving
- Debt Management
- Education Planning
- Equity Compensation
- Estate Planning
- Exit Planning
- Family Office Services
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Life Transition Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Real Estate Advisory
- Retirement Planning
- Risk Management
Pricing
- Personal CFO — $11,400–$60,000 one-time
Reviews
Katherine Coble
5 stars
2025-11-22T17:12:20.552+00:00
The Pillar team has provided me with a very valuable outside perspective. They asked great questions and provided options and recommendations that worked well for my goals.
Tanner Blais
5 stars
2025-11-22T01:24:04.845+00:00
Pillar- Seth, Kevin and Wyatt, have been incredible to work with. Very knowledgeable in multiple areas with wealth planning, tax planning g and more. Their whole team has been easy to work with and love the approach they take to deliver on value.
Greg Coble
5 stars
2025-11-21T23:21:29.392+00:00
Kevin, Seth, and Wyatt at Pillar Wealth have been incredible to work with. They have already helped us reallocate retirement investments and guided us through business investments. I highly recommend Pillar Wealth!
Austin Smith
5 stars
2025-11-21T21:18:30.914+00:00
Excellent, compellingly referable, deep rooted in satisfaction
Alexandria Dodgen
5 stars
2025-11-21T20:24:15.128+00:00
Pillar Wealth has been great to work with. They are extremely thorough, considerate, and responsive. I have no doubt that they are diligently working to take care of me and my families account and making the best decisions for us. I would highly recommend their business to anyone.
Elise Hardy
5 stars
2025-11-20T01:32:22.945+00:00
We have had an outstanding experience working with Kevin, Seth, and Wyatt. They’ve been incredibly easy to work with. Their professionalism, approachability, and willingness to take the time to explain things clearly has been refreshing. Their communication is top-notch! We have never feel out of the loop, and they’re quick to respond whenever we have questions. Most importantly, they’re genuinely a great group of men who clearly care about their clients’ financial well-being. I feel confident and supported with them in my corner. Cannot recommend their services enough!
Scott H
5 stars
2025-11-20T01:28:21.143+00:00
It was exceptional. From the initial phone calls and emails they were professional. They were extremely prepared for the meeting. Had great knowledge of multiple areas that were discussed. They work great as a team.
Lloyd Stephen
5 stars
2025-11-19T22:54:49.178+00:00
Everything has been wonderful. The team is well-prepared, organized, and has delivered several great solutions to the problems we’ve presented. Highly recommend!
Roger Curtis
5 stars
2025-11-19T21:21:47.945+00:00
Take excellent care of me. Very trustworthy.
Katie Stahlhut
5 stars
2025-11-19T20:40:57.331+00:00
Pillar Wealth has been exceptional! I love working with small businesses where I have a personal contact and can easily communicate with them. Seth, Kevin and Wyatt have all gone above and beyond to serve us well and have provided great recommendations with our financial planning. They are spot on when they called themselves our fractional CFOs. I highly recommend and look forward to the service you will receive from them.