A complete list of active advisors currently associated with PB Wealth, LLC

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

PB Wealth serves young professionals, families, and small business owners with a mix of financial planning, portfolio management, and consulting services. Offerings include project-based, hourly, and ongoing annual planning, active portfolio management, and an Empower Program with a la carte sessions. The firm emphasizes holistic, goal-driven planning—covering goal-setting, cash flow optimization, portfolio structuring, behavioral finance, estate planning, tax-aware strategies, and risk management—and implements investments using U.S. equities, government and corporate bonds, mutual funds, ETFs, and limited options strategies for hedging. Portfolios are held at SEI or Charles Schwab, may follow bespoke or model allocations, and the advisor may employ techniques such as tax-loss harvesting and continuous monitoring for managed accounts. Distinctive for a solo independent advisor, PB Wealth offers educational seminars and workshops (in-person and virtual) and sponsored group sessions aimed at financial education for cohorts like employees or young professionals, a service relatively uncommon among peers. The firm is newly established and modest in scale—operating with roughly $1.1 million in AUM and a small client base—while drawing on the founder’s institutional experience and professional credentials and maintaining referral arrangements with platforms such as XY Planning Network and Money Pickle.

To learn more about the advisors currently working at PB Wealth, 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.