Building long-term relationships with long-term investors
Financial Advising for Individuals and Families Since 1984.
We are financial planners and investment managers. For over 30 years Pinney & Scofield has helped individuals and families plan for their futures and achieve their most important financial goals. We can develop a personalized plan to put you on the path to achieving yours. Let’s get started.
Right Decision
Managing personal finances can be stressful, but with a clear pathway toward your goals, that anxiety is replaced with peace of mind. This is the value Pinney & Scofield provides. We take time to learn about your ambitions and interests, to understand your concerns, and to quantify what your money means to you. We help you answer life’s important financial questions – “How will I pay for college? Can I afford to purchase a vacation home? When can I retire? What happens if I need long-term care?”
We will educate you on the markets and set expectations so you can stay focused on the long term. Of course, life does not always go as planned, so we meet regularly and adjust your financial plan to account for any of life’s curveballs.
With a clear plan and a sound portfolio in place, you can refocus your energy on what is most important to you.
Top Services
Pinney & Scofield offers combined services of financial planning and portfolio management. We apply academic theory to the financial plans and investment recommendations we make and actively monitor our clients finances, leaving you free to focus on the important things in life.
Financial Planning
We help our clients get a clear view of their finances and develop savings patterns that will fund future goals, such as financing a college education for their children or living comfortably in retirement.
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Portfolio Management
We devote time to understanding our clients’ financial situations to determine the appropriate asset allocation strategies. We believe in establishing fully diversified portfolios of index-style mutual funds, and actively monitor and rebalance portfolios as needed to achieve desired targets.
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Our philosophy is to put the client first.
Who We Are
We are a team of fee-only financial advisors with over 60 years combined experience and expertise. Our role as fiduciaries provides our clients with confidence we are acting in their best interest as we bring transparent, evidence-based advice to help them navigate through their financial lives.