Pillar Financial

Pillars of Wealth Management for 25 years

As the oldest independent, fee-only financial advisory firm in the Boston area, we put client interests first and are passionate about using our financial expertise to help you achieve your goals.

Intelligent Investment Management with a Global Perspective

Pillar Financial Advisors believes successful investing is both science and art.

The investment professionals at Pillar have over 100 years of investment experience in many different market conditions. Because we have invested client assets for over a quarter of a century, we have gained insights related to the markets and on risk tolerance that come only with experience. Since our only compensation is from our clients, our investment process is totally objective. That allows us to focus on maximizing after-tax, after-fee returns for our clients.

We Question Everything

With all this experience, we still question everything and remain open to new ideas and product developments. We may recommend an assortment of separate accounts or mutual funds, passive or actively managed portfolios, exchange traded funds or limited partnership investments in both traditional and alternative asset categories. These choices are based upon what will work most effectively for you, the client, and upon no other criteria.

As thorough research and due diligence are critical to the investment management process, Pillar expands its significant internal capabilities by collaborating with an outside investment consulting firm. Asset Consulting Group, an advisor to over $50 billion in pension, endowment and family office assets, provides expertise and resources beyond compare. Through this relationship we can, in effect, travel the world evaluating investment products and firms in a way that most independent financial advisors cannot.

Our Investment Process

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