A complete list of active advisors currently associated with Financial Rounds

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

Financial Rounds (Personal Choice Financial Advisors, LLC) provides investment management, comprehensive financial planning, and employee benefit plan consulting to individuals and plan sponsors, including high‑net‑worth households. The firm offers both ongoing advisory relationships and standalone planning engagements, and makes tax-related services available through an affiliated tax services subsidiary. The firm combines passive and active strategies across mutual funds, exchange‑traded funds and, when requested, individual securities or outside managers, with portfolios constructed to match each client’s asset allocation, time horizon and tax considerations. It also supports held‑away accounts such as 401(k)s and HSAs via an order‑management platform to facilitate tax‑efficient asset location and opportunistic rebalancing across custodians. Notable operational features include ongoing flat‑fee planning arrangements alongside hourly planning options and family accommodations within planning relationships, plus the ability to implement discretionary strategies on held‑away assets. Financial Rounds participates in an institutional custodian program that provides research and operational benefits, discloses standing third‑party transfer arrangements for certain client transfers, and does not vote client proxies.

To learn more about the advisors currently working at Financial Rounds, 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.