INTEGRATED | PROACTIVE | PERSONALIZED WEALTH MANAGEMENT

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Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Our advisor team has more than 75 concerted years working to meet the varied and personalized needs of our clients. Our clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from hedge fund managers to business owners, licensed professionals and affluent families.

Simply put, our clients come first. We systematically plan according to the complexity and uniqueness of each particular situation. We are acutely focused on a process-driven model. Through that discipline we uncover the array of financial needs, goals, and concerns of our clients. We know the questions to ask, life’s transitions to anticipate, and the potential issues to plan for when developing and executing on a financial plan designed to adapt to your evolving needs. We look forward to putting our passion and collective experience to work for you.


We have one of the best teams around

The Financial Times has recognized Pioneer Financial as one of the top advisors in the country. Additionally, James DiNardo, Stephen Schwartz and Kevin Luchetta have been awarded the Forbes Top Financial Security Professionals and Best In State. Many thanks to our hardworking team and incredible clients. We couldn’t have done it without you.

Forbes Top 100 Financial Security Professionals 2022
Forbes Best-In-State Wealth Advisors 2022
Forbes Best-In-State Top Financial Security Professionals 2022
Financial Times Top Advisors of 2020

Also recognized in 2018