A complete list of active advisors currently associated with Petix & Botte Financial

Warmer can help you find a great advisor at Petix & Botte Financial or one who fits your needs even better.

Petix & Botte Financial provides discretionary asset management and financial planning to individuals (including high-net-worth clients), trusts, estates, and business entities, and also offers access to several LPL-sponsored advisory programs. The firm reports managing about $412 million on a discretionary basis and delivers portfolio management, written financial plans, and consulting services that can include tax, estate, and corporate planning elements. The firm emphasizes continuous account supervision and customized portfolios composed of individual stocks and bonds, ETFs, options, mutual funds and structured products, and it employs fundamental, technical and cyclical analysis along with longer-term buy-and-hold strategies and tax-aware trading like tax-loss harvesting. In addition to traditional advisory work, Petix & Botte participates in LPL programs ranging from algorithm-driven Guided Wealth Portfolios to third‑party manager access and model mutual fund portfolios. Several features distinguish the firm from many peers: representatives also provide tax-preparation services through an affiliated tax preparation company, creating a closer operational link between tax and financial planning; the firm discloses the use of margin borrowing in client accounts, which introduces additional leverage-related risks; and it manages a sizable client base relative to its advisory headcount, indicating a higher client load per advisor than is typical for similar team firms.

To learn more about the advisors currently working at Petix & Botte Financial, 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.