A complete list of active advisors currently associated with Private Financial Counseling

Warmer can help you find a great advisor at Private Financial Counseling or one who fits your needs even better.

Private Financial Counseling provides discretionary wealth management and portfolio management primarily to individuals and high‑net‑worth families, and also serves trusts, retirement-plan participants, corporations, and charitable organizations. Services include customized portfolio design and ongoing investment oversight across equities, fixed income, mutual funds/ETFs and selected alternative investments. The firm’s investment process emphasizes research and technology, combining a proprietary quantitative rules‑based selection approach with fundamental and third‑party research, and it manages portfolios with reference to multi‑year economic cycles while generally taking medium‑ to long‑term positions. PFC uses a broad toolkit—including inflation‑indexed bonds, MLPs, REITs, private funds, and, when appropriate, margin or short‑term trades—and executes discretionary strategies tailored to individual client objectives. A distinctive feature is that several senior professionals are licensed attorneys who provide legal services through an affiliated law corporation; those services are billed separately and the firm discloses and describes procedures to manage the resulting conflicts of interest. In addition, some advisors are dually registered with an unaffiliated RIA and may offer access to a pooled investment vehicle; PFC discloses those relationships and maintains trade‑allocation and supervisory policies intended to mitigate potential conflicts.

To learn more about the advisors currently working at Private Financial Counseling, 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.