Pinion Financial Services, LLC is the wealth management affiliate of Pinion, a top 100 U.S. accounting and consulting firm formerly known as KCoe Isom, which rebranded in 2022. Operating as a registered investment adviser, the company offers a suite of services including personalized financial planning, investment management, retirement and estate planning, and business succession strategies. With a strong heritage in serving the food and agriculture industries, Pinion Financial Services, LLC leverages the parent company's expertise to provide specialized advisory services to individuals, families, and business owners in this sector and beyond.

Founded in

United States