Why Pioneer Advisory

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Pioneer Advisory is an independent RIA unconstrained in its ability to offer an open architecture . Independence has always been the way of the Pioneer. Wealth Management solutions are built on the foundation of advice, not products. Working with vendors like TD Ameritrade and Morningstar allow Pioneer to offer clients best in class tools without conflicts of interest.  

Ryan S. Bird
Investment Advisor

Experience and perspective are important qualities for Investment Advisors in the modern era.  Over the last 10 years, the markets have experienced major shifts and the art of portfolio design has undergone a remarkable state of evolution.

I spent my early years as a Financial Advisor with three of Wall Street’s premier firms from 2001 to 2005.  These were pivotal years that allowed me to hone my skills as an Advisor / Portfolio Manager.

In 2005, I formed my own family office style wealth management practice and in 2007 I joined a Multi-Family Office firm where I held senior positions from 2007-2011.

After serving as President / Investment Advisor of a small private Multi-Family Investment Office, I continue to run my own practice.  I would be delighted to help you and your family.

Pioneer offers a broad array of services as well as custom consulting arrangements.  Asset allocation, portfolio design, investment policy, portfolio management, research, analysis, financial planning, investment consulting, RIA / Investment Office consulting. At Pioneer, client engagements can be designed to fit clients’ individual objectives.  The Pioneer Flex-Fee Financial Planning Program allows clients the option to select the fee arrangement that is right for therm.