Pillar Financial Advisors, LLC Email Format

Financial ServicesKentucky, United States2-10 Employees

Pillar Financial Advisors, LLC is a boutique financial services firm based in Louisville, Kentucky. The firm focuses on retirement planning during the years leading up to retirement, a period it calls the Opportunity Zone. Its advisory team spans financial planning, tax planning, and investment management and includes a CPA, a CFP, and two CFAs, making it one of the few fiduciary retirement planning practices in Louisville or Lexington with all three credentials. The firm develops income plans, evaluates Social Security and pension timing, and recommends a low-cost investment mix. It also identifies opportunities to boost tax-deferred savings, minimizes retirement taxes, and considers risk management to help protect and sustain a nest egg.

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