Our advisors thrive on streamlining the complexity of the financial planning process for the clients they serve, and the fiduciary investment process for the retirement plans, endowments and non-profits with which they consult.
With over 80 years of combined experience, and powered by LPL Financial, the nation's largest independent broker/dealer**, the firm's principals serve their clients through a well developed, comprehensive and holistic financial planning and wealth management process.
As an independent wealth management firm, Professional Wealth Advisors is directly accountable to our clients.
We are not constrained by mandates imposed by a parent company, corporation or stockholders.
Our advisors value and respect the confidence our clients place in us to serve as their trusted fiduciary, placing their needs first in every recommendation made or action taken.
We welcome the opportunity to put our experience and insight to work for you.
**As reported by Financial Planning magazine, June 1996-2018, based on total revenue.