Pillar Financial Advisors, LLC

Pillar Financial Advisors, LLC, established in 1997, is an investment advisory firm based in Louisville, KY. The firm specializes in providing Wealth Management Services, managing over $229 million on a discretionary basis as of December 31, 2022. Their comprehensive Wealth Management Strategy includes financial planning services such as cash flow analysis, tax planning, retirement planning, risk management, estate planning, and investment policy statements. Pillar Financial Advisors offers ongoing portfolio management tailored to each client's risk profile and investment objectives, primarily investing in mutual funds and ETFs. The firm operates as a fiduciary, acting in the best interests of clients, and offers both flat retainer fees and asset-based percentage fees based on the value of investment assets under management. Pillar Financial Advisors primarily recommends no-load mutual funds from Dimensional Fund Advisors or Vanguard. Clients have the option to engage in standalone portfolio management services through the Institutional Intelligent Portfolios™ platform provided by Schwab. Pillar Financial Advisors exercises investment discretion, managing client portfolios on a discretionary basis with limited client control. The firm does not have any performance-based fee arrangements or side-by-side management. Clients are required to have a minimum portfolio value of $500,000 for Wealth Management Services. The firm's principals, Gregory M. Curry, Ben D. Allison, and Tom Walsh, are experienced professionals with credentials such as CFA, CPA, and PFS. The firm's Client Experience Manager is Angie Stoner, and Cheri Howard serves as the Operations Manager. Pillar Financial Advisors is committed to providing comprehensive wealth management services to individuals, trusts, and estates, focusing on long-term investment strategies and risk management.