A complete list of active advisors currently associated with Advosion

Warmer can help you find a great advisor at Advosion or one who fits your needs even better.

Advosion provides personalized financial planning and discretionary portfolio management for individuals, families and their closely-held businesses or trusts. The firm offers Life-Centric Planning to address major transitions and employer-sponsored benefits, and Real-Life Investing to oversee ongoing investment strategies and retirement-account rollovers. The advisory process begins with an in-depth discovery to align investments with clients’ priorities, emphasizing downside protection, tax awareness and global diversification rather than benchmark-relative performance. Advosion operates with an open-architecture approach that typically uses institutional mutual funds and ETFs but may also employ short exposures, futures, options and stop-loss measures on legacy positions to manage downside risk. What distinguishes the firm from many peers is its routine work with closely-held businesses and trusts — an uncommon client type for independent advisors — combined with a small, highly focused client base (about 16 clients and roughly $32 million in AUM). The firm relies on institutional custody and reporting arrangements and documents fiduciary responsibilities for retirement advice, while clients retain proxy-voting authority and control over corporate governance decisions.

To learn more about the advisors currently working at Advosion, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Scott Pruski	Ada, MI	16

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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