A complete list of active advisors currently associated with Personal Financial Advisors, Inc.

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

Personal Financial Advisors, Inc. provides investment management and comprehensive financial planning primarily to individual clients, including high‑net‑worth households. Services described in the brochure include tailored investment policy development, retirement and business planning, tax‑aware investment guidance, college savings, insurance and risk reviews, and cash‑flow and debt management; the firm does not impose a minimum account size. Portfolios are constructed around client‑specific investment policies and asset allocation targets developed through personal discussions, and the firm relies principally on fundamental analysis to evaluate securities. Notably, Personal Financial Advisors manages client assets largely on a non‑discretionary basis and will not accept discretionary trading authority, so clients retain final approval of transactions. The firm is a small, state‑registered adviser led by a CFP® principal with two additional CFP® planners, and as of December 31, 2025 managed, on a non‑discretionary basis, $80,270,312 which represented 405 accounts. It offers an alternative net‑worth–based advisory pricing option in addition to AUM‑based arrangements, uses Altruist Financial LLC as its preferred custodian, does not participate in wrap fee programs, and does not vote client proxies.

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