THE CORE VALUES OF PWA
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
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We define success as being significant in the lives of the clients we serve and the communities in which we live.
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We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
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We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
THE CORE VALUES OF PWA
THE CORE VALUES OF PWA
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
-
We define success as being significant in the lives of the clients we serve and the communities in which we live.
-
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
-
We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
-
We define success as being significant in the lives of the clients we serve and the communities in which we live.
-
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
-
We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
BULLTALK MARKET CALLS
BULLTALK MARKET CALLS
THE CORE VALUES OF PWA
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
-
We define success as being significant in the lives of the clients we serve and the communities in which we live.
-
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
-
We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
THE CORE VALUES OF PWA
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
-
We define success as being significant in the lives of the clients we serve and the communities in which we live.
-
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
-
We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
THE CORE VALUES OF PWA
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
-
We define success as being significant in the lives of the clients we serve and the communities in which we live.
-
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
-
We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
THE CORE VALUES OF PWA
Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.
-
We define success as being significant in the lives of the clients we serve and the communities in which we live.
-
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
-
We empower our clients’ dreams.
OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.
We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.
We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.
We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.
We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.
BULL TALK MARKET CALLS
BULL TALK MARKET CALLS
David Pickler's Quarterly Market Call gives you an engaging look into the most recent economic trends as well as early market conditions. Listen in as David breaks down what's happening in our world today.
David Pickler's Quarterly Market Call gives you an engaging look into the most recent economic trends as well as early market conditions. Listen in as David breaks down what's happening in our world today.
Our client-focused process is tailored to help individuals set financial goals, develop a financial road map, and implement the appropriate financial tools and strategies.
Our client-focused process is tailored to help individuals set financial goals, develop a financial road map, and implement the appropriate financial tools and strategies.
OUR COMMITMENT TO CLIENT SERVICE
OUR COMMITMENT TO CLIENT SERVICE
2024 Forbes Best In State Wealth Advisors
2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more information.
2023 Invest in Others Corporate Philanthropic Excellence Award
Created by Invest in Others Foundation. This award is based on the advisor's leadership, dedication, contribution and impact on a nonprofit organization and the community it serves. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of an advisor. Click here for more information.
2023 Memphis Area Power Poll Award
(David Pickler)
Based on the votes of 150 Power Poll member’s opinions of who has displayed wisdom and significance in their communities and not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor. Click here for more information.
2022 Forbes Best In State Wealth Advisors
Created by SHOOK Research. Presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2021 Forbes Best In State Wealth Advisors
Created by SHOOK Research. Presented in April 2021 based on data gathered from June 2019 to June 2020. 32,725 Advisors were considered, approximately 5000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2011-2012 Barron's Top 1000 Advisors
Created by Barron's. Presented in March 2012 based on data gathered from Sept 2010 to Sept 2011. Approximately 3,000 Advisors were considered, 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
2024 InvestmentNews Top Advisor
2024 InvestmentNews Top Advisors, created by InvestmentNews. Presented in January 2024 based on data gathered from September 2022-September 2023. 113 advisors were considered, 60 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
2023 Forbes Best In State Wealth Advisors
Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more information.
2022 IiO Charitable Champions
Created by Invest in Others. This award is based on companies that successfully promote philanthropy and not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor. Click here for more information.
2021 MBJ Small Business Award
Created by the Memphis Business Journal. This award is based on Memphis small businesses on the rise and not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor. Click here for more information.
2019 IiO Catalyst Award
Created by Invest in Others. This award is based on financial professional’s charitable works and not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor. Click here for more information.
2015 Financial Times 400 Top Financial Advisers
Created by Ignites Research. Presented in March 2015 for the past 12 months. 1,500 Advisors were considered, 400 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2024 AVA Digital Awards
"Your Dream Team"
(Short Film)
2024 AVA Digital Award for short film, Created by AVA Awards. This award recognizes outstanding work by creative professionals involved in the concept, direction, design, and production of media that is part of the evolution of digital communication and is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor. Click here https://avaawards.com/ for more information.
2023 Memphis Business Journal 40 under 40 Award
(Katie Pickler)
Based on significant contributions to their industries and communities and is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor. Click here for more information.
2022 PR Star Award
(Cameron Spann)
Created by The Public Relations Society of America Memphis Chapter. This award is based on experience in the PR field, membership in a professional organization, and participation in community service, and not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.
2021 Inc. 5000 America's Fastest-Growing Private Companies
Created by Inc. Magazine. This award is based on being one of the nation’s fastest-growing private companies and not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor. Click here for more information.
2015 Five Star Wealth Manager Award
Created by Five Star Professional. Presented in 10/2015 based on data gathered within 12 months preceding the issue date. 690 advisors were considered, 143 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
RECOGNITIONS & ACCOLADES
Pickler Wealth Advisors is an award-winning independent wealth advisory firm. We have been recognized as an industry leader in the state of Tennessee and in the nation by the likes of Barron’s* and the Financial Times**. When you are considering an advisory firm, there are objective criteria you can take into account that are the same elements considered by these top industry analysts. How much weight you place on each criteria is up to you, but consider your prospective advisor’s credentials, time in the industry, and quality of practice including regulatory record, education, and assets under management.
But more than hard facts, measurements, and criteria, consider the people with whom you might work. David Pickler has built his personal and professional life on the principles of community service, civic leadership, and philanthropic investment. He has been a long-time advocate of public education and has dedicated much of his life to its improvement. His non-profit foundation, the American Public Education Foundation, focuses on financial literacy, workforce development, and innovation. In 2019, David was recognized by Invest in Others, a nonprofit “dedicated to supporting and empowering financial advisors who invest in others,” with the Catalyst Award. This accolade is given to an advisor who “has made an outstanding impact on a community through leadership contributions to a nonprofit organization.”