Some things in life are worth getting right the first time. Others are worth building slowly and getting right over time. When it comes to your finances, it's usually both, and that's a big part of why we do this work the way we do. 

Pinola Wealth Advisory has roots going back to 2009, when Ric Pinola co-founded Hendrixson Pinola Financial Services. After his partner retired in 2016, Ric continued the practice on his own, deepening his focus on investment management and financial planning along the way. In late 2024, he rebranded as Pinola Wealth Advisory, a name chosen deliberately. His clients already knew the Pinola name, and the new identity better reflects the work he actually does today.

Working as an independent advisor means there's no corporate agenda shaping the recommendations you receive. The guidance here is based on your situation, not on a product quota or a firm directive from somewhere up the chain.

Responsiveness is something we take seriously. When you have a question or something changes in your life, you shouldn't have to wait days to hear back. Our approach is straightforward: we get to know where you are, where you want to go, and what concerns you most along the way. From there, we work with you to build a plan that reflects your actual life, and we stay available as that life changes.

Honesty and accountability are at the center of how we operate. If something isn't working or a plan needs to shift, we'll tell you directly. You'll always know where things stand.

Ric has been in this industry for over three decades. That kind of experience doesn't just mean familiarity with financial products and strategies. It means he's worked with clients through market downturns, major life transitions, and unexpected changes in circumstances. When things get complicated, that track record matters.