A complete list of active advisors currently associated with PK Financial Services

Warmer can help you find a great advisor at PK Financial Services or one who fits your needs even better.

PK Financial Services provides personalized financial planning and discretionary investment management primarily to individuals and small businesses, and operates a separate tax preparation and tax-planning practice that serves a substantial number of tax clients annually. The firm conducts initial exploratory meetings at no charge, does not act as custodian of client assets, and implements trades under a limited power of attorney while clients retain asset control. The firm’s investment process centers on strategic asset allocation using a core-and-satellite approach, favoring passive index funds for core exposure and adding individual securities or active funds where opportunities are identified, with research informed by Sharpe-ratio analysis, moving-average charting, and third‑party research. Client objectives and risk tolerances are documented using a formal FinaMetrica questionnaire, accounts are reviewed frequently, and the firm makes both hourly financial-planning engagements and performance-based arrangements available for eligible clients. PK Financial Services is a single-owner adviser whose principal holds CPA and CGFM credentials and has prior government retirement-audit experience; the existence of a substantial, separate tax practice alongside an advisory business is an atypical combination for a firm of this size. The firm’s use of formal risk-profiling tools, quantitative performance metrics, and alternative fee arrangements for select clients distinguishes its operating model from many peers in the same regulatory category.

To learn more about the advisors currently working at PK Financial Services, 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.