5.0
Average rating
11
Client Reviews
$11,400 - $111,000
Flat Fee/Retainer
N/A
Minimum Investible Assets
$300K
Minimum Annual Income
What Our Clients Say
5.0
11 Client Reviews
Katherine Coble
November 22, 2025
Current client since 2025
5.0
Reason for working with Pillar Wealth
As a business owner, it's important to me that I have an advisor who considers my business as a major part of my retirement planning. I love the personalized attention the Pillar team gives me and their business acumen.
Experience working with Pillar Wealth
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.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Tanner Blais
November 22, 2025
Current client since 2025
5.0
Reason for working with Pillar Wealth
Have had a extremely positive experience working with Pillar
Experience working with Pillar Wealth
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.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Meet The Team Behind Pillar Wealth
Kevin Good, CEPA
Wealth Partner / Co-Founder
As a seasoned entrepreneur and real estate investor, Kevin manages Pillar’s business division and assists clients as they navigate business and real estate decisions. His genuine care is evident in the attention he provides; he is comfortable walking with clients through some of life’s most challenging moments and values depth in his relationships.
Seth Shepherd, CFP®
Wealth Partner / Co-Founder
Seth leads the application of tax and financial planning strategies and helps clients navigate life’s ever-changing landscape. He cherishes the close relationships he builds with clients and their families, and he loves protecting and maximizing every financial category in their lives.
Wyatt McCullough
Wealth Partner / Co-Founder
Wyatt leads market and financial planning research. He also oversees the implementation of client planning and investment objectives. The Pillar team thinks of him as an Investment Accountant because he enjoys spreadsheets almost as much as he enjoys finding tax savings for clients.
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Investible Assets
N/A
Minimum Annual Income
$300,000
Specialties We Work With
Services We Offer
✔ 401(k) & IRA Management
✔ Alternative Investments
✔ Business Succession Planning
✔ Asset Allocation
✔ Cash Flow Planning
✔ Charitable Giving
✔ Debt Management
✔ College/Education Planning
✔ Education Planning
✔ Estate Planning
✔ Exit Planning
✔ Family Wealth Transfer
✔ Financial Advice & Coaching
✔ Financial Planning
✔ Insurance Planning
✔ Insurance/Risk Management
✔ Investment Management
✔ Life Transition Planning
✔ Liquidity & Exit Planning
✔ Philanthropic Planning
✔ Portfolio Management
✔ Real Estate Advisory
✔ Portfolio Rebalancing
✔ Retirement Planning
✔ Risk Management
✔ Tax Strategy
✔ Wealth Management
Our Ideal Client Profile
High-performing business owners whose financial situation has become too complex to manage alone. They're looking to delegate their personal finances so they can concentrate on what they do best: building a successful business.
We're Probably Not A Good Fit If
✗ Retired individual with a couple of retirement accounts
✗ W2 employee without a complex situation
How We Work
1
Purpose Discussion
Any planning we do is centered around our clients' purpose in life. In this time, we learn more about you, your situation, and what you care about.
2
Initiate Discussion
Now that we know what matters to you, we can share how we plan to guide you there. We will share potential ideas, and together we will solidify a plan for the next year.
3
Launch Meeting
With a plan in place, we are ready to bring you fully into our world. We ensure you have access to our client dashboard as well as any accounts you might need.
4
Ongoing Collaboration
As unexpected things come up, we will help you navigate them. We also review each client's situation at least quarterly and expect to communicate at least that often. Usually more.
Transparent Pricing
Personal CFO
$11,400 - $111,000 Flat Fee/Retainer
Full-Service Wealth Management
Real Estate Advisory/Consulting
$6,180 - $133,200 Flat Fee/Retainer
Strategic planning around tax, income, and capital allocation
Fractional Business CFO/CEO
$6,180 - $133,200 Flat Fee/Retainer
The scope varies depending on client needs
Frequently Asked Questions
Get answers to the most common questions about Pillar Wealth
Who will I actually work with?
We purposefully have a small team of experts with unique skillsets. Instead of just getting one assigned advisor, our team works collaboratively on each client's situation. We limit our overall number of clients to maintain the top level of care. This also eliminates risk of being switched to a new solo advisor if your current one leaves.
How do you avoid/manage conflicts of interest?
It didn't make sense to us to offer high-level financial advice and also sell products that would incentivize clients to make decisions that would pay us more. Because of that, we do not sell products outside of our own advice. Furthermore, we do not bill based on account size. Instead, we look at net worth and complexity to reach an amount that is a win for you and us. This lets us truly be teammates with you and gives you freedom to trust us since we're not incentivized where your money goes and how it's used - we can give you the best strategic advice!
What kinds of investments do you look at for me?
Thanks to how our firm is designed, we are not encouraged to favor public or private investments. We like when our clients diversify (and often get better returns) in their own business or real estate holdings. We enjoy helping strategize those investments just as much as the traditional public stock market.
About Pillar Wealth
Our team of experienced advisors and entrepreneurs helps clients navigate complex financial situations through:
▸coordinated business strategy
▸tax planning
▸estate planning
▸charitable giving
▸investment management
▸real estate strategy
▸insurance planning
Together, we bring stability while maximizing and building net worth.
▸coordinated business strategy
▸tax planning
▸estate planning
▸charitable giving
▸investment management
▸real estate strategy
▸insurance planning
Together, we bring stability while maximizing and building net worth.
Are you ready to rest on Pillar?
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
