- Advisors NOT SalesmenJH Pierce Wealth Management PC was founded to bring honesty and integrity as a focus to financial planning. With over 15 years of financial experience, our business model was designed from the top down to correct areas we didn't agree with in the current financial services landscape.If you are making money, have responsibilities (i.e. family, business, loans, etc.), and/or have goals, then you should have a financial partner to quarterback you forward. Typically anyone age 25 and up should have a trusted professional to check in with at least once a year and before a large money event (buying a house, inheriting money, starting a business, winning the lottery, etc.). This gives you a professional partner to help you make your money work as hard as you do! Because honestly - we work too hard for anything less.