Precision Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$414,487,962
Clients
509
Advisors
10
across 3 offices
About
Precision Financial Services (doing business as PFS Partners, LLC) serves individual investors, high‑net‑worth clients, trusts, estates, retirement plans and charitable organizations with discretionary and non‑discretionary portfolio management, stand‑alone financial planning, and retirement plan consulting. The firm offers both wrap‑fee and non‑wrap arrangements and provides implementation support that can include brokerage, custody and reporting integrated through its wrap program.
Investment implementation emphasizes mutual funds, ETFs, individual equities and fixed income, using long‑ and short‑term purchases and options strategies (including covered call writing); the firm also allocates to unaffiliated independent managers and may recommend private investment funds after due diligence. PFS treats cash as an asset class for defensive positioning, may use interval funds and defined‑outcome ETFs when appropriate, and will not exercise discretionary authority to purchase cryptocurrencies without the client’s express authorization.
Noteworthy aspects disclosed in the brochure include the firm’s PFS Partners Wrap Program and multiple referral and affiliation arrangements—several representatives are registered with Leigh Baldwin & Co., the firm is affiliated with a life insurance agency, and it may recommend third‑party brokers (including Halo)—each of which the brochure identifies as potential conflicts of interest. The firm also relies on custodial and technology relationships (e.g., NFS, eMoney/Tamarac), receives support services from custodians, does not vote client proxies, and discloses use of less‑liquid products (private funds, interval funds), which are features less common among many multi‑team peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fixed fees generally range from $2,000 to $15,000
$0+: Negotiable up to 1.50% annually for non-wrap investment advisory services $0+: Negotiable up to 1.50% annually for wrap fee program
Clients may purchase commission products through representatives of Leigh Baldwin & Co.; commissions vary and no advisory fee is charged on these products
Hourly consulting fees range from $150 to $300
Account minimum: $20,000 Minimum fee: $3,000 annual minimum fee for Retirement Consulting Services Fee-only: Financial planning fixed fees generally range from $2,000 to $15,000; hourly rates range from $150 to $300 per hour
Main office
See office350 Us Highway 46
Mine Hill NJ 07803
Advisors at this office
8
Offices (3)
Most active in
California · Colorado · Connecticut · Florida · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · Texas · Utah · Virginia
Also doing business as
Pfs Partners LLC · Pfs Partners, LLC · Precision Financial Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David V
CFA®, Series 63, Series 66
Mine Hill, NJ
Precision Financial Services
David Vollmer is a CFA® charterholder with 22 years of industry experience. He has worked at Precision Financial Services since 2006 and at its affiliate PFS Partners, LLC since 2008. Outside of his advisory work, he is the owner of a fixed insurance business. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies including mutual funds, ETFs, equities, fixed income, options, and allocations to independent managers, with an emphasis on incorporating cash as an asset class and cautious use of alternative funds.
David G
Series 66
Mine Hill, NJ
Precision Financial Services
David Gorman is a financial advisor with Precision Financial Services and holds a Series 66 designation. He has 18 years of industry experience and has been associated with Leigh Baldwin & Co., LLC since 2015 and PFS Partners, LLC since 2013. Outside of his advisory work, he serves as a coach at the Randolph YMCA. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including mutual funds, ETFs, equities, fixed income, and options, and incorporates third-party managers and private funds following due diligence.
Steven H
Series 66
Marco Island, FL
Precision Financial Services
Steven Hardardt II is a financial advisor at Precision Financial Services with 13 years of industry experience. He holds the Series 66 designation and has been with PFS Partners, LLC since 2014. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach including mutual funds, ETFs, equities, fixed income, options strategies, and allocations to independent managers and private investment funds.
Miguel D
CFP®
Mine Hill, NJ
Precision Financial Services
Miguel Dajer Rodriguez is a CFP® with two years of industry experience, currently serving at Precision Financial Services. Prior to joining the firm, he worked at KPMG LLP and has owned Apex Bookkeeping LLC since 2018. Outside of his advisory role, he manages a bookkeeping business. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management and financial planning services. The firm employs a diverse investment approach including mutual funds, ETFs, equities, fixed income, and options strategies, and incorporates both discretionary and non-discretionary management.
Bruce J
ChFC®, Series 63, Series 65, Series 66
Mine Hill, NJ
Precision Financial Services
Bruce Jones is a financial advisor at Precision Financial Services with 52 years of industry experience. He holds the ChFC® designation and securities licenses Series 63, 65, and 66. His career includes roles at Leigh Baldwin & Co., LLC and PFS Partners, LLC, and he is a majority owner of Jones & Hockenjos Inc., a non-investment business. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement consulting. The firm employs a diverse investment approach including mutual funds, ETFs, equities, fixed income, options strategies, and independent manager allocations, while maintaining a cautious stance on discretionary cryptocurrency investments.
Guillermo A
CFA®, Series 66
Buffalo, NY
Precision Financial Services
Guillermo Aguilar Hernandez is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has been with Precision Financial Services and its affiliated entity PFS Partners, LLC since 2016. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach that includes mutual funds, ETFs, equities, fixed income, options strategies, and may recommend private investment funds after due diligence.
Matthew L
CFP®, Series 66
Mine Hill, NJ
Precision Financial Services
Matthew Lafevre is a Certified Financial Planner® with ten years of industry experience. He is affiliated with Precision Financial Services and PFS Partners, LLC, where he has worked since 2015, and previously worked at Leigh Baldwin & Co., LLC. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes mutual funds, ETFs, individual equities, fixed income, and options strategies, and it may recommend private investment funds following due diligence.
Michael B
Series 63, Series 65
Mine Hill, NJ
Precision Financial Services
Michael Babyak Jr II is a financial advisor at Precision Financial Services with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Precision Financial Services since 1992, with additional affiliation to PFS Partners, LLC since 2008. Outside of advising, he is involved in real estate development through Northfield Development, where he provides financial guidance. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement consulting. The firm employs a diverse investment approach including mutual funds, ETFs, equities, fixed income, options strategies, and independent manager allocations, emphasizing both traditional and alternative asset classes.
Marc A
Series 66
Mine Hill, NJ
Precision Financial Services
Marc Abramson is a financial advisor at Precision Financial Services with 13 years of industry experience. He holds a Series 66 designation and has been with PFS Partners, LLC since 2013. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach including mutual funds, ETFs, individual equities, fixed income, options strategies, and allocations to independent managers and private investment funds.
Ethan K
Series 66
Mine Hill, NJ
Precision Financial Services
Ethan Kraft is a financial advisor at Precision Financial Services with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Prime Pensions Inc. and Leigh Baldwin & Co., LLC. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes mutual funds, ETFs, individual equities, fixed income, options strategies, and allocations to independent managers and private investment funds.
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