A complete list of active advisors currently associated with Practice First Investment Advisors LLC

Warmer can help you find a great advisor at Practice First Investment Advisors LLC or one who fits your needs even better.

Practice First Investment Advisors LLC provides portfolio management and financial planning services to individuals and high‑net‑worth individuals. Services described in the brochure include development of an Investment Policy Statement, ongoing portfolio monitoring, and planning areas such as investment planning, taxes, retirement, college, estate, and debt/credit planning. The firm says it employs fundamental analysis and modern portfolio theory and generally pursues a long‑term trading approach, tailoring recommendations to each client’s risk tolerance, time horizon, and tax and cash‑flow considerations. PFIA typically seeks discretionary trading authority, documents suitability information for clients, and conducts periodic reviews with the goal of allocating investment opportunities equitably across accounts. Distinctive aspects disclosed in the brochure include an affiliation with an accounting and tax practice (Practice First Advisors LLC), and the use of a third‑party firm, Focus Partners Advisor Solutions, LLC, for trade processing and certain sub‑advisory services, with PFIA paying Focus Partners from its advisory fees rather than billing clients separately. The firm also states it does not accept performance‑based fees or operate private funds, and it requires custody of client assets at Schwab Institutional while providing written fiduciary acknowledgements for retirement accounts.

To learn more about the advisors currently working at Practice First Investment Advisors 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
Tanner Woolley	Jacksonville, OR	—

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