Broker Check

WELCOME TO PROFESSIONAL WEALTH ADVISORS, LLC

Life’s success is measured by moments not money. At Professional Wealth Advisors we will take the time to fully understand what is truly important to you, and build a strategy that gives you confidence to pursue those moments.

As an independent wealth management firm, PWA is directly accountable to our clients. Our advisors value and respect the confidence our clients place in us to serve as their
trusted advisors, following fiduciary principles, placing their needs first in every recommendation made or action taken. With over 80 years of combined experience, and powered by LPL Financial, the nation's largest independent broker/dealer,* we serve our clients through a well developed, comprehensive and holistic financial planning and wealth management process. We welcome the opportunity to put our experience and insight to work for you.

*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.

<sup>ADVISORS</sup><br/>Navigate Independence<br/>With Confidence

ADVISORS
Navigate Independence
With Confidence

When you choose to partner with Professional Wealth Advisors, LLC,
you join a movement of passionate advisors who are determined to
improve the client experience, while enjoying the freedom to practice
business as they've always imagined.

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Services

Retirement

Retirement

Where will your retirement money come from? A sound approach involves taking a close look at your potential retirement-income sources.

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Investment

Investment

Our individually designed investment portfolios help you pursue the things in life that are truly important.

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Risk Management

Risk Management

Insurance is essential to any comprehensive financial plan. Protect you and your family when you need it most.

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Estate Planning

Estate Planning

Whether you are leaving a legacy to family or gifting assets to charitable organizations, we can help make smart choices for the future.

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PWA Companies

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Professional Wealth Advisors

At Professional Wealth Advisors we will take the time to fully understand what is truly important to you, and build a strategy that gives you confidence to pursue those moments.

Visit
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HighPoint Planning Partners

HighPoint Advisor Group is the home for financial advisors seeking not only independence, but a true entrepreneurial environment in which to actively grow to the HighPoint of their careers, all built out on the LPL Financial Hybrid RIA platform. 

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PWA Partners

When you choose to partner with Professional Wealth Advisors, LLC, you join a movement of passionate advisors who are
determined to improve the client experience, while enjoying the freedom to practice business as they’ve always imagined.

Visit

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Life in a Box

Life in a Box

As a kid, things were simple. Life's different now and financial planning keeps you organized and in-the-know.

Watch Video
<p>Orchestrating Your Retirement Accounts</p>

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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Tuning Out The Noise

Tuning Out The Noise

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets.

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<p>The A, B, C, & D of Medicare</p>

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.
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READY TO TALK?

Let ‘s get together and work up a plan

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