![shutterstock_2211169297.jpg](https://static.wixstatic.com/media/6208e0_dbf8bc9e31cd457e8d08bc8d8f83a24d~mv2.jpg/v1/fill/w_147,h_98,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6208e0_dbf8bc9e31cd457e8d08bc8d8f83a24d~mv2.jpg)
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
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invest with a purpose
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goal driven
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customized solutions
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data driven
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focus on efficiency
Wealth Planning
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portfolio design
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tax strategies
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risk management
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estate, charitable gifting strategies
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implementation and review
Life Event Planning
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retirement
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business sale
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stock option, RSUs
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inheritance, large gifts
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other life transitions
Our Clients
Gain Momentum
You are just getting started on your journey and want to build a strong financial foundation.
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Comprehensive financial plan including savings, tax, and protection strategies
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Guidance on aligning your investment portfolio with your goals
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A team to contact with questions or when life changes happen
Fee options include:
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Hourly
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Annual Financial Planning
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Asset Management
Build Wealth
You are a goal-oriented professional working toward financial independence. You need help developing a strategic plan and are seeking a trusted guide to help along the way.
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Detailed wealth plan, including education and retirement planning
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Alternative investing, real estate, and small business advising
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Employee benefits management strategies, including RSUs and stock options
Fee options include:
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Annual Wealth Planning
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Asset Management
PROTECT Wealth
You have built significant wealth and want to optimize your strategies to attain your goals in the most efficient path possible.
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Tax optimization
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Maximum efficiency investing
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Estate planning and protection
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Private equity/venture capital investing
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Alternatives /real estate
Fee options include:
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Annual Wealth Planning
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Asset Management
Legacy
You are concerned with multi-generational wealth transfer, asset protection, and tax optimization.
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A dedicated advisor plus full-service wealth management team including CFP, CPA, CFA, and estate attorney
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Streamlined financial life
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Charitable giving and legacy strategies
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Asset protection, tax mitigation, and impact investing
Fee options include:
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Annual Wealth Planning
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Asset Management
Our Team
Helping to create financial empowerment for all.
![](https://static.wixstatic.com/media/6208e0_7702180e92c8443ea8db16364ede1538~mv2.jpg/v1/fill/w_141,h_134,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/6208e0_7702180e92c8443ea8db16364ede1538~mv2.jpg)
April Busby, CPA, CFP®
![PioneerWealth_26_edited.jpg](https://static.wixstatic.com/media/6208e0_c73227869c9f4f7eb2d5efb50558f21c~mv2.jpg/v1/crop/x_87,y_0,w_1827,h_1847/fill/w_160,h_162,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/PioneerWealth_26_edited.jpg)
Daphne Jordan, CFP®
Shirley Sanchez, CFP®, MS
![Shirley_PioneerWealth%20Headshot-%20EDIT](https://static.wixstatic.com/media/6208e0_ca243eb9f61b48baac190861184463c1~mv2.jpg/v1/crop/x_73,y_0,w_1854,h_1895/fill/w_160,h_164,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/Shirley_PioneerWealth%2520Headshot-%2520EDIT.jpg)
Nicole Renaux, CFP®
Anthony Guzman, CFP®
![PioneerWealth_32_edited.jpg](https://static.wixstatic.com/media/6208e0_8ec36f49e73c467f832dc9c7eb3442e4~mv2.jpg/v1/crop/x_89,y_0,w_1689,h_1726/fill/w_160,h_164,al_c,q_80,usm_0.66_1.00_0.01,blur_3,enc_auto/PioneerWealth_32_edited.jpg)