Business Details
29 Years
experience
Your Trusted Partner for Financial Planning Solutions
Pillar Financial Advisors is a fiduciary financial planning firm specializing in retirement strategies for pre-retirees and retirees. With decades of combined experience, our team of Certified Public Accountants, Chartered Financial Analysts, and Personal Financial Specialists delivers personalized wealth management solutions. We focus on tax planning, investment strategy, and retirement income optimization while maintaining a small client base to ensure individualized attention.Our process emphasizes comprehensive financial analysis, strategic plan execution, and ongoing portfolio management to help clients achieve long-term financial security. We operate as a fee-only advisory firm registered with the SEC, prioritizing ethical standards and continuous professional development. Our Louisville-based team combines technical expertise with practical guidance to transform complex financial challenges into actionable, sustainable solutions.
Services
Retirement Planning
Tax Strategy
Investment Management
Wealth Management
Financial Planning
Details
- Year established: 1997
Highlights and features
- We offer 30+ years of combined experience in retirement planning
- Our team holds CPA, CFA, and PFS professional certifications
- We operate as fiduciary advisors with SEC registration
- We maintain a small client base for personalized attention
- We implement tax-efficient strategies for long-term wealth preservation
Services
Retirement Planning
Our retirement planning service helps pre-retirees and retirees create sustainable income strategies. We analyze current financial status, project future needs, and develop tax-efficient withdrawal plans. Our approach incorporates Social Security optimization and market risk management to ensure long-term financial security for Louisville-area clients.
Tax Planning
We provide comprehensive tax planning services focused on lifetime tax liability reduction. Our certified professionals analyze tax returns annually to identify deductions, credits, and income management opportunities. We develop strategies that align with retirement goals while maintaining compliance with current tax regulations.
Investment Management
Our investment management service creates balanced portfolios using publicly traded securities. We focus on diversification and risk management while maintaining growth potential. Strategies are tailored to individual risk tolerance and financial objectives, with ongoing monitoring and adjustments as market conditions change.
Financial Planning
We offer holistic financial planning covering cash flow analysis, debt management, and wealth preservation. Our process includes creating personalized roadmaps that integrate investment strategies with tax planning. We help clients understand their financial position and make informed decisions about their economic future.
Plan Execution
Our plan execution service ensures strategic financial plans are effectively implemented. We provide ongoing support for portfolio adjustments, tax strategy application, and retirement income management. Our team monitors progress and makes necessary modifications to maintain alignment with long-term financial goals.
People
Gregory M. Curry
Founder and Financial Advisor
Gregory Curry, CPA/PFS and CFA, founded Pillar Financial Advisors after 30+ years in financial services. He specializes in retirement planning for professionals nearing retirement, with expertise in tax-efficient strategies and investment management.
Ben D. Allison
Partner and Financial Advisor
Ben Allison, CFA, brings 30+ years of investment management experience to Pillar Financial Advisors. He focuses on retirement planning strategies and has worked with institutional retirement plans across multiple countries, offering specialized expertise in diversified portfolio management.
Robert W. DeRossett
Chief Financial and Operations Officer
Robert DeRossett, CPA and CFA, oversees financial operations at Pillar Financial Advisors. With 30+ years in financial leadership roles, he manages firm operations and supports client service delivery while maintaining professional accounting and investment standards.
Marlene Men
Financial Advisor
Marlene Men provides financial advisory services at Pillar Financial Advisors. She combines economics expertise with practical experience in tax compliance and estate planning, offering comprehensive retirement planning solutions to Louisville-area clients.
Angela L. Stoner
Client Experience Manager
Angela Stoner manages client experience at Pillar Financial Advisors with 30+ years of administrative experience. She coordinates client interactions and ensures smooth delivery of financial planning services while maintaining personalized communication with all clients.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income projections, tax-efficient withdrawal strategies, Social Security optimization, and sustainable investment planning tailored to pre-retirees and retirees.
Do you work with clients outside Louisville?
While based in Louisville, KY, we work with clients nationwide through virtual consultations and digital planning tools while maintaining personalized service for all clients.
What credentials do your advisors hold?
Our team includes Certified Public Accountants (CPA), Chartered Financial Analysts (CFA), and Personal Financial Specialists (PFS) with decades of combined experience in financial planning and investment management.
How do you charge for your services?
We operate as a fee-only advisory firm, charging transparent management fees based on assets under management without commissions or hidden costs.
What investment approach do you use?
We employ a diversified investment approach focusing on publicly traded securities, balancing growth potential with risk management while maintaining alignment with individual client goals and risk tolerance.
