A complete list of active advisors currently associated with PRIA Strategies, LLC

Warmer can help you find a great advisor at PRIA Strategies, LLC or one who fits your needs even better.

PRIA Strategies, LLC provides portfolio management and financial planning services to individuals and high‑net‑worth individuals, offering both one‑time plans and ongoing subscription planning alongside discretionary portfolio management. The firm prepares an Investment Policy Statement for each client and generally limits advice to mutual funds, fixed income, insurance products (including annuities), equities, ETFs (including precious‑metals focused ETFs), and Treasury inflation‑protected bonds. The firm’s investment process relies on fundamental analysis, modern portfolio theory, and quantitative methods and is implemented with a long‑term trading orientation; risk tolerance and other client‑specific factors are documented in each client’s Investment Policy Statement and inform discretionary implementation. PRIA Strategies states it tailors recommendations by considering stage of life, cash flow, tax matters and a proprietary policy risk analysis as part of its planning process. PRIA Strategies is distinctive among peers for offering ongoing subscription financial planning — a model that is uncommon for investment managers — and for its formal affiliation with a parent company and insurance‑related affiliates (including PlanGap LLC and PlanGap Agency LLC) that develop and distribute proprietary insurance products; representatives are licensed to sell insurance and may receive commissions, conflicts the firm discloses and monitors. The firm also requires clients to use a specific custodian, does not aggregate block trades across client accounts, and currently reports limited assets under management and a single management person, which may affect operational scale.

To learn more about the advisors currently working at PRIA Strategies, 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
Jon Ragsdale	Atlanta, GA	1

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