Pier Financial Advisors

At Pier Financial Advisors, we believe that financial planning is not just about money, but about the whole life. We understand that you only get one chance to live the rest of your life, and we want to help you make the most of it. Founded on the philosophy that "If you do what is right for clients, every single day, regardless of profit, you will be successful in the long run, " we are committed to providing innovative and ethical financial planning services to our clients throughout the country, with offices in Memphis, Tennessee, and Boca Raton, Florida.

As a fiduciary, we always put our clients' best interests first, and we are compensated solely by them. Our fee structure is transparent, and we charge a simple fee based on the assets we manage. We believe that a personal relationship with your trusted financial advisor is essential to long-term success, and we proactively contact our clients for regular in-person meetings to ensure we are on the same page.

Our Process

At Pier Financial Advisors, we have developed a dynamic process based on the life you want to lead and continually adapt to the changing world and your needs. We believe that preparation is key to success, and we guide our clients through the following steps:

• We take the time to understand your goals, dreams, and concerns
• We assess your current financial situation and identify opportunities for improvement
• We develop a personalized financial plan tailored to your unique needs and goals
• We implement a customized investment strategy to help you achieve your goals
• We regularly review and update your plan to ensure you stay on track

Our Expertise

Our founder, Rik Ditter, has over 15 years of experience in the finance industry and has passed the FINRA Series 65 examination, earned both the RFC and CMFC designations, received the Five Star Wealth Manager Award multiple years, and holds Ethics Approved status from the National Ethics Association. Our team is dedicated to providing exceptional service and expert guidance to help our clients achieve their financial goals.

Our Services

At Pier Financial Advisors, we offer a comprehensive range of financial services, including:

• Custom retirement income planning
• Business owner services
• Wealth management
• Estate planning
• Insurance planning
• Tax planning
• Investment management

Our Philosophy

At Pier Financial Advisors, we believe that financial planning is not just about numbers and spreadsheets; it's about helping our clients live their best financial life. We believe that a personal relationship with your trusted financial advisor is essential to long-term success, and we are committed to providing exceptional service and expert guidance to our clients.