There are over 300,000 financial advisors in the United States, and fewer than 2% are fee-only planners following a true fiduciary standard*.
- A fiduciary is someone who is legally obligated to act solely in your best interest.
- As fee-only planners, we follow a strict fiduciary standard ensuring transparent advice with minimal conflicts of interest.
How were different
Academically-based Financial Solutions
Focus on what you can control
Don’t try to predict interest rates, anticipate the impact of government actions or outsmart other traders. Instead, focus on the areas that can be controlled — such as setting a thoughtful investment strategy and following a disciplined review process.
Markets are highly efficient
Billions of dollars are traded daily where buyers and sellers come together and agree on a price. Given so much competition, our approach believes the current price reflects both the latest news and the latest outlook for the investment and the economy. This approach presumes the investment’s price is the best estimate of the current value, and we don’t try to outsmart the market.
Diversification is essential
Diversification has been called the only free lunch in investing. This is because using a single stock, strategy or investment type is riskier than mixing lots of different types of investments. Holding multiple investments reduces the risk that any single investment will cause a drag on portfolio performance.
Risk and reward are related
If you want the potential for more returns, you’ll need to accept more risk and likely greater fluctuations in value. Sometimes these risks pay off with more return, but sometimes they result in losses. Although adding more unique sources of risk and return can create a portfolio with steadier growth, you shouldn’t take more risk than you’re comfortable with.
Petroleum Industry Expertise
Wes Peirce spent over 25 years as an engineer in the petroleum industry, with a focus on economic optimization efforts. Not surprisingly, Peirce Capital Management has developed specialized expertise in petroleum industry compensation including 401(k) plans, stock grants, stock options, deferred compensation, and distributions from qualified plans.
Motivation and focus
A passionate approach
We craft financial solutions that enable you to move forward with confidence. Seeing the difference we make in our clients’ lives drives our passion.
Our comprehensive approach includes working with your estate attorney, CPA and legal advisors. Our focus is on the following outcomes.
- Optimizing wealth acquisition throughout your career
- Protecting the wealth you’ve built
- Planning for your retirement
- Ensuring your families financial future
- Creating a secure and long-lasting legacy
Schedule an introductory call to learn more about our services and get to know our team.
*Smetters, K. (2018, March 18). Is It Time to Adopt a Uniform Fee-Only Standard for Financial Advice? Wall Street Journal. New York. Retrieved June 13, 2025, from https://www.wsj.com/articles/is-it-time-to-adopt-a-uniform-fee-only-standard-for-financial-advice-1521424980.