John Piershale Wealth Management, LLC is a fee-only fiduciary and independent registered investment advisor. We are not paid a commission of any kind, and have a legal obligation to provide unbiased and trustworthy financial advice to our clients at all times.
Some challenges we can help people with:
Investment models that address draw-down risk.
Social Security maximization.
What income can you spend in retirement?
Tax thresholds to be aware and plan for!
Taking tax-efficient income from IRAs and investment accounts.
Roth IRA conversion strategies.
Direct rollovers (401k's, TSP, Profit Sharing, etc.) to an IRA.
Stock option guidance: ISOs, NSOs, RSUs, ESPP, ESOP
John M. Piershale, CFP®, AEP®
John has over 20 years experience providing financial guidance and is a
CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification is the Standard of Excellence in financial planning and advisors practicing as a fiduciary should have it.
John is an Accredited Estate Planner® - awarded by the National Association of Estate Planners & Councils to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
He is a Certified Tax Specialist™ and a member of the local Fox Valley Estate Planning Council.
He has been in the Wall Street Journal, MarketWatch, CNBC, USA Today and many others.
NAPFA Registered Financial Advisor
John is a member of the National Association of Personal Financial Advisors (NAPFA). NAPFA-affiliated Advisors are fiduciaries at all times, and put you first. This prestigious title is recognized by those in the field and in the media as identifying those who are professional, ethical personal financial advisors. They are financial advisors who are highly competent, offer holistic service, and operate on an objective Fee-Only basis. That means they do not sell financial products on commission. Their only purpose is to look out for their clients’ overall financial well-being.
John is also a Platinum Corporate sponsor for Books Across America. He graduated from Illinois State University, receiving his degree in Economics and Business.