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. 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.

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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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.

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Medicare vs. Medicaid

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
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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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Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.
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READY TO TALK?

Let ‘s get together and work up a plan

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