Pilothouse Wealth Advisors

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Robert A Martin

Robert A Martin

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Robert A Martin's website
Eric Ellis

Eric Ellis

CFP®, CRPC®, CLTC®, APMA®

Associate Manager

Managing Director
Visit Eric Ellis's website
Kevin Moore

Kevin Moore

CFP®

Financial Advisor

Vice President
Visit Kevin Moore's website
Brian Caldwell

Brian Caldwell

CLTC®

Financial Advisor

Associate Vice President
Visit Brian Caldwell's website

Team

Marianne Daubert

Marianne Daubert

Registered Client Service Associate

Erin Woods

Erin Woods

Registered Client Service Associate