Nicholas Pihl (CFA, CFP®)
Nicholas Pihl focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- AUM
- Baby Boomers
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Retirement income planning and withdrawal strategy Tax-aware portfolio management (RMDs, capital gains, IRMAA planning) Estate planning coordination, including avoiding accidental disinheritance Planning for remarriage and blended families Preparing heirs and thinking through family dynamics around wealth Helping couples align on financial decisions and long-term priorities Simplifying complex financial lives into a clear, manageable planAdditional Information
Financial planning centers around a simple question: what does a good life look like for you, and how should your money support that? Some clients want more time with family. Some want the freedom to travel or step back from work earlier. Others care most about taking care of children or avoiding burden later in life. These values matter, and the plan should reflect them. From there, we translate those priorities into decisions. How much is enough. When to spend and when to hold back. How to structure accounts so things go where you intend. What risks are worth taking, and which ones aren’t. A lot of the value is in slowing things down and thinking clearly. Especially for couples, where priorities can differ or feel hard to articulate. We work through those conversations so decisions feel aligned, not rushed or assumed. I’m less focused on building complex models and more focused on helping you make decisions you can live with over time. The goal is a plan that fits your life and holds up, not just something that looks good on paper. Clients tend to come away with a clearer sense of direction and financial peace.NAPFA Start Date
May 14, 2019
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