A complete list of active advisors currently associated with P3 Financial Management, LLC

Warmer can help you find a great advisor at P3 Financial Management, LLC or one who fits your needs even better.

P3 Financial Management provides comprehensive financial planning and investment management services to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and small businesses. The firm offers customized portfolio construction and written financial planning engagements, along with ongoing consulting to align strategies with clients’ goals and risk tolerances. The advisor employs a fundamental analysis framework and a primarily long‑term investment approach, while permitting shorter‑term trades for rebalancing or to meet client cash needs. Portfolios may include individual stocks and bonds, diversified mutual funds and ETFs, and—when appropriate—exposures to commodities, currencies (via funds), REITs, MLPs, private and closed‑end funds, with internal due diligence and occasional retention of legacy positions for tax or fit reasons. Distinctive features include a small, high‑net‑worth focus—managing roughly $1.6 million in client assets on a discretionary basis and generally requiring a $1,000,000 relationship size—and operation as a solo advisor whose principal maintains separate full‑time employment outside the firm. The firm has adopted the CFA Code of Ethics, participates on the Schwab Advisor Services platform, and does not participate in soft‑dollar programs.

To learn more about the advisors currently working at P3 Financial Management, LLC, 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.