A complete list of active advisors currently associated with P23 Financial, Inc

Warmer can help you find a great advisor at P23 Financial, Inc or one who fits your needs even better.

P23 Financial provides financial planning and consulting to individual clients and facilitates investment management through referrals to third‑party managers. The firm delivers fixed‑fee financial plans, conducts no‑charge educational seminars and workshops, and does not act as a custodian or directly manage client assets. The firm evaluates clients’ situations with net‑worth statements and risk/suitability analyses, documents goals in investment policy or risk‑tolerance forms, and recommends third‑party managers when appropriate. P23 Financial acts as a liaison—helping with paperwork, monitoring TPM performance, and reviewing custodial statements—while discretionary trading is handled by the recommended managers. Notable distinctions include an affiliation with an active accounting practice and the principal’s outside role as an insurance agent, both disclosed in the brochure and identified as potential conflicts of interest with mitigating procedures in place. The firm emphasizes third‑party manager relationships (receiving an ongoing portion of those managers’ advisory fees) and public education events rather than providing in‑house portfolio management or relying primarily on percentage‑of‑assets fees.

To learn more about the advisors currently working at P23 Financial, Inc, 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.