A complete list of active advisors currently associated with Professional Financial Advisors Inc

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

Professional Financial Advisors, Inc. serves individual clients, including high‑net‑worth individuals and business owners, with comprehensive financial planning, retirement, estate and tax‑focused analyses as well as portfolio asset management and ongoing consulting. The firm documents engagements with written plans (Master, Executive and specialized analyses) and also offers consulting services and model portfolio options. The firm’s investment approach is conservative and allocation‑driven, organized into blocks from emergency cash reserves through income, growth and speculative holdings, and emphasizes client‑directed, non‑discretionary management — advisors do not make changes without client approval. Portfolio Asset Management uses asset allocation models, third‑party model portfolios and quarterly reviews to guide implementation while leaving final trade authorization to clients. Distinctive features include that each advisor is a FINRA‑registered representative of Independent Financial Group and, in that capacity, may recommend or implement securities and receive commissions, even though the advisory entity does not itself engage in securities sales. The firm also integrates tax and accounting expertise into its advisory model: advisors are required to hold or pursue professional designations such as CPA or Enrolled Agent and the firm may refer or work with accounting firms, reflecting closer advisor–accountant coordination than is typical for peers.

To learn more about the advisors currently working at Professional Financial 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.