Financial Planning Rooted in Purpose
At Pivot Wealth Advisors, we believe real financial planning starts with your story—not just your spreadsheets. We help physicians, military families, business owners, and professionals align their wealth with what matters most—faith, family, and future—so they can move forward with clarity, confidence, and peace.
A Firm Built to Serve People Like You
Too many financial firms offer generic plans or pushy advice that doesn’t reflect the complexity of your life. At Pivot, we do things differently. We listen first, build strategies around your values and goals, and walk with you through life’s big decisions—whether you’re retiring, growing a business, transitioning careers, or simply tired of carrying the financial burden alone.
Our Approach
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Relational, not transactional
We get to know your story and care about your outcome. -
Faith-forward
Many of our clients are driven by purpose. We help them steward their wealth wisely. -
Clear and approachable
No jargon, no pressure—just financial advice that makes sense. -
Strategic and holistic
We look at the full picture—taxes, investments, insurance, giving—and help you make it all work together.
What You Can Expect
- A judgment-free space to talk about your money goals and fears
- A financial strategy that reflects your values—not someone else’s template
- A trusted partner to guide you through each stage of life
You’ve Worked Hard to Get Here
Let’s build a plan that helps you move forward—with clarity, purpose, and peace.