Pickler Wealth Advisors Surpasses $600 Million in Assets Under Advisement

We are honored and excited to share a new chapter in the story of Pickler Wealth Advisors. On June 4, 2025, our firm achieved an extraordinary milestone: our Assets Under Advisement exceeded $600 million* for the first time in our company’s history.

This achievement reflects not just numerical growth but the deep and enduring relationships we have built with our clients across generations. It is your trust, loyalty, and belief in our mission that have propelled us to this point, and for that, we extend our heartfelt gratitude.

“To cross the $600 million threshold is an extraordinary affirmation of the work we do daily to serve families with wisdom, integrity, and care,” said David Pickler, President and CEO. “This accomplishment is a testament to the power of purpose-driven service and to the incredible team I’m privileged to lead. We are not just managing wealth; we are stewarding legacies.”

At Pickler Wealth Advisors, the trust you place in us carries a profound responsibility. One that drives our unwavering commitment to strategic excellence, transparent communication, and service rooted in genuine care. Whether you're planning for retirement, funding education, growing a business, or building a lasting legacy, we are honored to walk alongside you with the insight, experience, and dedication to help turn your goals into reality.

As we celebrate this remarkable moment, we remain grounded in the values that brought us here and energized by the path ahead. Our commitment to client service excellence and community engagement has never been stronger.

From all of us at Pickler Wealth Advisors: thank you for making this milestone possible.

Here’s to the next chapter, together.

*as of June 2025

Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA ,SIPC, a Registered Investment Advisor