A complete list of active advisors currently associated with Probitas Financial

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

Probitas Financial provides portfolio management to individuals, high‑net‑worth clients and ERISA‑based plans, implementing investment advice primarily through Turnkey Asset Manager Platforms (including Buckingham Strategic Partners, AssetMark, Orion and Sawtooth). The firm reports that it manages client accounts on a non‑discretionary basis and relies on TAMPs for trade processing, account administration and reporting. Its investment approach emphasizes strategic asset allocation with both long‑ and short‑term purchase strategies tailored to client objectives, time horizons and risk tolerance, and clients may impose reasonable investment restrictions. Because BSP and other TAMPs perform non‑discretionary implementation, clients designate custodians from approved providers (Pershing, Fidelity, Schwab or TD Ameritrade) and receive regular custodial statements. The firm’s principal maintains outside registrations as a broker‑dealer registered representative, an insurance agent and is a licensed attorney, and may receive commissions or other compensation from securities or insurance transactions or provide legal services under separate engagement agreements; these outside activities and related conflicts are disclosed and managed in the brochure and firm policies. Probitas also discloses receipt of non‑cash support from TAMP sponsors (technology, practice support and educational seminars) and an explicit financial incentive related to IRA rollovers, which clients are asked to consider when evaluating recommendations.

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