A complete list of active advisors currently associated with Proactive Advisors, LLC

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

ProActive Advisors provides fiduciary financial planning and ongoing investment management for individuals, families, private trusts, small-business owners, retirement plans, and companies. The firm manages roughly $56.8 million across a modest client base of under 100 relationships. The investment process is built around a proprietary "360Portfolios" methodology with five model portfolio types that target distinct reward‑for‑risk return ranges and combine a top‑down assessment of market health with bottom‑up security selection. Portfolios are actively managed with flexible, tactical asset allocation, concentrated position sizing, and the selective use of options, inverse and leveraged ETFs, occasional leverage, and long/short positions rather than routine rebalancing. Notable distinctions include formal adoption of software integrations and artificial intelligence to help define client objectives, evaluate market indicators, and support risk monitoring, with promises to back‑test and run strategies live with firm capital prior to broad deployment. The firm also documents an operational stance that relies on custodians for API cybersecurity while retaining account access in practice, and it elects not to vote client proxies — practices that differ from many peers.

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