A complete list of active advisors currently associated with Personalized Financial Solutions LLC

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

Personalized Financial Solutions LLC provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, families, trusts and estates, generally working with client relationships at or above its stated $500,000 threshold. The firm manages roughly $143 million in client assets across a small advisory team and constructs portfolios using ETFs, mutual funds, individual equities and fixed income, with the occasional use of covered options or limited partnerships where appropriate. The firm’s investment process is primarily long‑term and client‑specific, combining fundamental and technical analysis to set asset allocation and to rebalance portfolios for tax, risk or liquidity needs. It also supports held‑away account rebalancing via an order‑management platform and, for clients meeting the firm’s AUM threshold, provides estate‑planning coordination performed by an independent attorney with the firm covering those costs on a periodic basis. Distinctive aspects of the firm include its sponsorship of a wrap‑fee program that bundles normal transaction costs into the asset‑based advisory fee and an affiliation with an accounting/tax and trust services business that provides integrated tax, trust and estate services. The firm’s disclosures also note a resolved FINRA proceeding involving an advisory person and that an advisory person is licensed to sell insurance and may receive commissions for insurance products.

To learn more about the advisors currently working at Personalized Financial Solutions 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.