A complete list of active advisors currently associated with Peters Financial LLC
Warmer can help you find a great advisor at Peters Financial LLC or one who fits your needs even better.
Peters Financial LLC serves individual investors, high-net-worth individuals and small-business retirement plans, providing discretionary portfolio management, financial planning and estate-planning facilitation. The firm oversees roughly $7.1 million across about 74 client relationships and charges asset-based advisory fees for ongoing management. The firm creates an Investment Policy Statement for each client and typically manages accounts on a discretionary, long-term basis using a mix of fundamental, quantitative and technical analysis. It implements trading through a third‑party portfolio management system (Smartleaf) and generally recommends mutual funds and ETFs while also utilizing fixed income, REITs annuities, precious‑metal ETFs and private placements as appropriate; accounts are maintained on an institutional custodian platform chosen by the firm. Distinctive aspects include affiliations with an accounting practice and a licensed insurance agency, and common ownership of several related businesses (insurance consulting, mortgage origination and financial education), relationships the firm discloses and manages as potential conflicts of interest. The firm also makes estate-plan documents available via a third‑party online service and uses Smartleaf to implement model settings (Smartleaf invoices the adviser directly), an operational arrangement that is less common among solo independent advisers.
To learn more about the advisors currently working at Peters Financial 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.
Name |
Location |
Years of experience |
|---|---|---|
Richmond, VA
| 10
|
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