A complete list of active advisors currently associated with Present Value Financial Services LLC
Warmer can help you find a great advisor at Present Value Financial Services LLC or one who fits your needs even better.
The firm serves individuals and families across income levels, providing comprehensive and modular financial planning, investment management, tax return preparation, and general financial education. It operates as a sole-practitioner registered investment adviser and does not take custody of client funds or accept commission-based compensation. The firm begins engagements by developing an Investment Policy Statement and uses a bottom-up fundamental analysis approach combined with capital market theory to build cost-conscious, diversified portfolios with a buy-and-hold emphasis while monitoring client accounts at least quarterly. Clients may select from client-implemented recommendations, advisor-implemented non-discretionary plans, or discretionary management, and most engagements include review of emergency savings, debt, and insurance risks. What is distinctive about the firm is its focus on financial education and outreach—offering seminars and workshops to the public, often free when firm-sponsored—which is uncommon among solo independent advisers. Its fee model is also atypical for the category: rather than relying on a percentage-of-AUM fee, the firm uses hourly and fixed fees plus flat quarterly retainers for investment management, and it reports zero assets under management while reporting more than $3 million in assets under advisement, indicating a recommendations-focused practice where clients frequently implement trades themselves.
To learn more about the advisors currently working at Present Value Financial Services 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 |
|---|---|---|
Purcellville, VA
| 7
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")