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experienced, educated, unbiased

wealth advisors

Pioneer Wealth Management Group is an organization born out of a desire to make quality fee-only planning available
for all.

Our Promise

We provide holistic financial advice, understanding that finances are only one piece of a client's life. Our advisors adhere to a strict fiduciary oath. This means we always operate in our client's best interest.


We Provide

Investment Management

  • invest with a purpose

  • goal driven

  • customized solutions

  • data driven

  • focus on efficiency

Wealth Planning

  • portfolio design

  • tax strategies

  • risk management

  • estate, charitable gifting strategies

  • implementation and review

Life Event Planning

  • retirement

  • business sale

  • stock option, RSUs

  • inheritance, large gifts

  • other life transitions

Family Office

  • oversee whole family finances

  • investment management

  • property management

  • bookkeeping

  • tax preparation

  • a finance department for your family

your advisors

Your Advisors

helping to create financial empowerment for all

Daphne Jordan, CFP®
April Busby,  CPA, CFP®
Nicole Renaux, CFP® 
Shirley Sanchez, CFP®, MS
Anthony Guzman, CFP®


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