Pinecrest Advisors
Strategic Wealth Planning.
Simplified.
Please contact your Private Client Advisor with any questions or email [email protected] for all other inquires.
Why a Fiduciary Matters
Many people assume that all financial advisors act in their best interests—but that’s not always the case. This is where working with a fiduciary financial advisor makes all the difference.
Choosing the right financial advisor is one of the most important decisions you can make. A fiduciary advisor is legally required to act in your best interest, ensuring that their advice aligns with your goals—not their commissions.
When you choose Pinecrest Advisors, you’re choosing a trusted fiduciary and partner, dedicated to helping you achieve lasting financial success.
A Fiduciary Provides:
- Objective, Unbiased Advice – Focused solely on your best interests.
- Transparency and Trust – Full disclosure of how they’re compensated.
- Long-Term Focus – Committed to building and protecting your wealth.
- Aligned Incentives – Your success is the priority.
Transparent Pricing
Imagine walking into a coffee shop where the menu simply says, “Ask Barista for Prices.” Or browsing your favorite online store, only to find every item labeled, “Contact Us for Pricing Details.”
It wouldn’t take long before you’d head somewhere else.
Yet, when it comes to financial advice, this lack of transparency has somehow become all too common. Try finding clear, upfront information about the costs of working with most financial advisors, and you’ll likely come up empty-handed. Fees are buried in fine print, or are complex calculations based on how much the they help you or frequent they place trades. With all the different ways advisors try to create confusion, it can see like you’re solving a riddle just to figure out how much it will cost.
At Pinecrest Advisors, transparency is a cornerstone of trust. That’s why we proudly display our pricing upfront—no surprises, no guesswork. Our straightforward, all-inclusive fees are not only easy to understand but also highly competitive.
And while our pricing is simple, our service is anything but. Through innovative tools and thoughtful planning, we provide tailored, research-backed strategies that help clients achieve their long-term goals, all while keeping costs low. Because clarity and value should go hand in hand.
Compare Our Fee to the National Average
Example Fee For a Client with $1M Portfolio
(Advisory Fee + Fund Expenses)
Fees Are Only Part of the Equation
Low Fees Matter, the Value is More Important.
Parker Lenz
I began working in the financial services industry all the way back to 2013. While pursuing my degree in finance, I was also helping clients make sense of their finances and even has won awards for it. Throughout the years, I have developed a passion for simplifying the world of investments and finance to help clients achieve their goals. With the overload of information available nowadays, it is more difficult than ever to know what is helpful and what is not.
My wife and I live in Kalispell, Montana with our beautiful daughter. When I am not crafting strategies, you can find me hiking in all seasons, photographing wildlife, skiing, or enjoying the outdoors with family and friends.
