Pinion Financial Services

Pinion Financial Services, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial independence.

Pinion Financial Services

Pinion Financial Services, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial independence. Our customized programs are designed to grow and preserve your wealth by delivering a higher level of personalized service. Our mission at PFS is to advise in a holistic approach with accurate, thoughtful, and friendly services that will leave our client’s satisfied. Our firm’s personalized investment portfolios and in-depth meeting ensure a plan to reach goals and maintain ideal success. With over 40 years of experience in the Financial Services Industry, Richard L. Pinion is the President of his own firm, Pinion Financial Services, L.L.C., and a Branch Manager and Office of Supervisory Jurisdiction offering securities through SagePoint Financial, Inc. Mr. Pinion uses his extensive knowledge and experience added with genuine care to provide financial planning, account servicing, and enjoyable client education and enrichment events. Mr. Pinion has been recognized by his peers with several industry awards including the SagePoint Financial Advisors, Inc. President’s Club, the Million Dollar Round Table, the National Quality Award, the Pacific Life Advisory Council Award for Outstanding Service, the ManuLife Financial Award for Outstanding Achievements and Leadership in Financial Services, and the Fidelity Investment Advisor/Council. His biographical background is included in Who’s Who in Finance and Industry. Pinion Financial Services, L.L.C. designs and implements comprehensive financial plans, including investment programs, retirement planning, and benefits packages for individuals and businesses. Email Rick at pinion@pinionfinancial.com Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. *Securities offered through SagePoint Financial, Inc., a registered broker-dealer and Member FINRA and SIPC. *Investment advisory services offered through Pinion Financial Services, LLC., a registered investment advisor. Not affiliated with SagePoint Financial, Inc.

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General information

Firm type

Single Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What is the known investment posture of Pinion Financial Services?

Pinion Financial Services maintains no public-facing investment track record or disclosed portfolio. Based on its structural profile as a single-family office with minimal external presence, its posture likely emphasizes capital preservation, intergenerational wealth transfer, and opportunistic allocations across public and private markets. The absence of a marketed fund platform or investor relations function suggests the office does not seek co-investment partners or external capital.

Who runs investment decisions at Pinion Financial Services?

No named principals or investment committee members are publicly associated with Pinion Financial Services. In a single-family office of this profile, investment decisions typically reside with the family principal or a trusted CIO who operates without external recognition. The lack of public leadership attribution is consistent with an office structured to shield decision-makers from unsolicited outreach.

How does Pinion Financial Services source investment opportunities?

Pinion's sourcing model is not publicly documented. For single-family offices operating without a brand presence, deal flow typically arrives through private banking relationships, law firm introductions, and peer-family-office networks rather than online platforms or inbound pitching channels. The office may also access opportunities through fund commitments where the GP relationship is managed directly by the principal.

Does Pinion Financial Services invest in direct deals or only through fund commitments?

Pinion's allocation structure is not disclosed. Single-family offices with lean staffing commonly blend fund commitments for specialized asset classes with direct investments—often structured as LLC interests—in sectors where the principal has operational expertise. Without public filings or co-investor records, the specific mix remains unknown.

Where does the underlying wealth for Pinion Financial Services originate?

The wealth origin is not publicly disclosed. Family offices that maintain complete opacity often trace their capital to privately held operating businesses, real estate portfolios, or inheritance structures where the liquidity event was not a public transaction. No SEC filings, press releases, or corporate registrations tie Pinion to a specific industry exit or named family.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.