John Piershale Wealth Management
John Piershale Wealth Management is a fee-only fiduciary firm providing retirement-focused financial planning and investment management. We do not sell products or earn commissions. Our advice is paid for directly by our clients and aligned with their goals.
Our work centers on helping individuals and retirees make informed decisions as they transition into, and live through, retirement. This includes guidance on pensions versus lump sums, Social Security claiming strategies, tax-aware withdrawal planning, portfolio management, and long-term legacy considerations.
We begin with a straightforward review of your situation and then build a clear, practical plan designed to help you protect what you have earned and use it wisely. There are no sales pitches and no proprietary products, only thoughtful advice and ongoing guidance.
If you are looking for clarity, structure, and a disciplined approach to retirement planning, we invite you to schedule a complimentary introductory meeting to see if we are a good fit.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.