We believe our team approach adds a broader perspective to all we do and can provide increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate planning tools, designs, and strategies
  • Risk management audit solutions
  • Retirement cash flow forecast and income distribution strategies

Some of the most common questions we've faced include:

  • Can I retire early?  Will I outlive my money?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate plan?
  • Do I have enough life insurance for my family?  Is my current coverage adequate?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Please see the Disclosures page for additional information regarding the professional designations and credentials discussed on this page. Professional designations and credentials do not guarantee success or any particular investment or financial outcome. The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.

Mike Bree is a principal and co-founder of Pillar Wealth Advisors, LLC. Michael entered the financial services business in 1990 and has helped entrepreneurs and professionals coordinate and develop strategies to achieve their business...

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Rick is a principal and co-founder of Pillar Wealth Advisors, LLC. Entering the financial planning business in 2005 as a career change, Rick sought to utilize the deep finance, accounting, taxation and analysis experience gained during...

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Mike joined Pillar Wealth Advisors, LLC in March 2009 after a thirteen-year career as a CPA in accounting and consulting with a national provider of financial services, based in Wilmington, DE.

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Mike joined Pillar Wealth Advisors, LLC as a full-time wealth advisory professional in August 2013 transitioning from a 25+ year career as a financial consultant and business development executive.

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Kyle entered the financial planning business in January 2014 after starting his career in the healthcare industry assisting physicians’ launch and maintain their own private practice. Understanding of the unique challenges and...

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Alyssa joined Pillar Wealth Advisors, LLC as a Wealth Plan Specialist in March 2013 after receiving her undergraduate degree from West Chester University.

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