Shero
Mir
Mir
Hi, I'm Pierce Hyldahl
Passionate about helping individuals and business owners build, protect, and grow their wealth. Let's create a plan that gives you confidence for the future.
Passionate about helping individuals and business owners build, protect, and grow their wealth. Let's create a plan that gives you confidence for the future.
Understanding the powerful role financial advisors play, I’m driven to help individuals achieve what matters most to them. Watching my father use his abilities to better people’s lives sparked my passion for serving the next generation. I’m thankful to be part of a firm where our clients are always the number one focus.
I attended Wharton University for retirement planning and financial services as well as Columbia University for Behavioral Finance. My primary focus is on tax efficient retirement strategies, insurance solutions, and portfolio management tailored for business owners and individuals. I'm a lifetime New Jersey resident now living in Annandale, NJ, with my wife (Julia) son (Arthur) and frenchie (Mochi). Outside of work you can find me spending quality time with family, practicing martial arts, lifting weights, cycling, or playing drums or basketball.
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Partnered with a couple in their mid-30s from the Bay Area to accelerate their retirement timeline from 65 to 55. Optimized Roth conversions, mega backdoor contributions, and equity compensation strategies to build a $2.8M nest egg projection while minimizing taxes.
Conducted a full insurance review for a young family after their first child. Upgraded term life coverage, added critical illness riders, and implemented disability income protection—all while reducing total premiums by 18% through better carrier matching and policy optimization.
Worked with a high-net-worth client to restructure their investment portfolio amid 2022 market downturns. Shifted to a more diversified, low-volatility allocation (including bonds, dividend aristocrats, and alternative assets) that preserved capital and positioned for stronger recovery gains.
Assisted a recently retired executive couple in shifting from accumulation to distribution phase. Designed a tax-efficient withdrawal plan combining Social Security timing, Roth ladder conversions, and annuity options to provide steady monthly income with minimal market risk exposure.
Partnered with a high-earning medical professional to implement a private disability income policy. By layering this over their employer-provided coverage, we filled a 40% income gap, ensuring their family's lifestyle and mortgage remain secure even if they are unable to work.
Developed a hybrid Long-Term Care strategy for a couple in their late 50s. By leveraging a policy with a "death benefit if not used" feature, we protected their $1.5M investment portfolio from being depleted by potential nursing care costs while maintaining the asset for their heirs.
Successfully transitioned a client’s heavily weighted taxable brokerage account into a diversified mix of tax-advantaged vehicles. By strategically "relocating" these assets over a three-year period, we saved the client an estimated $12,000 annually in future retirement income taxes.
Strategic Roth Conversions: Identified and executed Roth conversion opportunities during lower-income years to lock in historically low tax rates.
Volatility Guidance: Provided steady, data-driven market guidance through every major volatility cycle, preventing emotional selling and capturing recovery gains.
Collaborative Planning: Coordinated holistic strategies directly with clients' CPAs and estate attorneys to ensure tax and legal alignment.
Income Optimization: Designed distribution plans that perfectly sync Social Security timing with pension payouts for maximum cash flow efficiency.
Partnered with a couple in their mid-30s from the Bay Area to accelerate their retirement timeline from 65 to 55. Optimized Roth conversions, mega backdoor contributions, and equity compensation strategies to build a $2.8M nest egg projection while minimizing taxes.
Assisted a recently retired executive couple in shifting from accumulation to distribution phase. Designed a tax-efficient withdrawal plan combining Social Security timing, Roth ladder conversions, and annuity options to provide steady monthly income with minimal market risk exposure.
Conducted a full insurance review for a young family after their first child. Upgraded term life coverage, added critical illness riders, and implemented disability income protection—all while reducing total premiums by 18% through better carrier matching and policy optimization.
Partnered with a high-earning medical professional to implement a private disability income policy. By layering this over their employer-provided coverage, we filled a 40% income gap, ensuring their family's lifestyle and mortgage remain secure even if they are unable to work.
Worked with a high-net-worth client to restructure their investment portfolio amid 2022 market downturns. Shifted to a more diversified, low-volatility allocation (including bonds, dividend aristocrats, and alternative assets) that preserved capital and positioned for stronger recovery gains.
Successfully transitioned a client’s heavily weighted taxable brokerage account into a diversified mix of tax-advantaged vehicles. By strategically "relocating" these assets over a three-year period, we saved the client an estimated $12,000 annually in future retirement income taxes.
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