A complete list of active advisors currently associated with Portfolio Allocators LLC

Warmer can help you find a great advisor at Portfolio Allocators LLC or one who fits your needs even better.

Portfolio Allocators LLC serves a small roster of individual clients and a charitable foundation, providing tax consultation and related advisory services tied to clients’ investment portfolios. The firm does not provide direct portfolio management; instead it makes referrals to a curated list of unaffiliated investment advisors when clients request investment management. PA does not give advice on specific securities, accept discretionary authority, maintain custody of client assets, or vote client securities; clients select and contract directly with the unaffiliated advisors they choose. The firm advises clients about investment risk and coordinates tax-related matters for portfolios, with tax consultation fees paid through or arranged with those third‑party advisors. The firm is structured as an accounting-affiliated advisory practice: the principal also operates a separate CPA accounting practice and holds CFP and CPA credentials, and the advisory activity is focused on tax consulting rather than traditional advisory services. It is uncommon among independent advisory firms to operate primarily as an accounting-affiliated referral and tax-consulting entity, to serve a charitable foundation client, and to not use a percentage‑of‑assets fee model.

To learn more about the advisors currently working at Portfolio Allocators 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.