A complete list of active advisors currently associated with Principled Advisors, Inc.

Warmer can help you find a great advisor at Principled Advisors, Inc. or one who fits your needs even better.

Principled Advisors, Inc. provides advisory services to corporate pension and profit-sharing plans as well as to individual and high‑net‑worth clients. Its primary line of business is assisting plan sponsors with establishing and maintaining qualified retirement plans, and it also offers portfolio management and ongoing monitoring for individual accounts. For retirement‑plan engagements the firm performs investment analysis, plan design, provider benchmarking, investment selection, fiduciary compliance and participant communication and education while plan investments remain self‑directed by participants. The firm generally acts in a non‑discretionary capacity for client accounts and relies on third‑party analytical tools such as fi360, Morningstar and Zephyr to inform recommendations and monitoring. Principled maintains an affiliation with a FINRA‑member broker/dealer and its management personnel hold both registered representative and investment‑adviser registrations, a combination that is uncommon among independent peers. The firm emphasizes pension consulting and holds retirement‑focused credentials (Accredited Investment Fiduciary and Chartered Retirement Plans Specialist), reflecting a specialized focus on plan‑level fiduciary matters rather than primarily discretionary portfolio management.

To learn more about the advisors currently working at Principled Advisors, Inc., 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.