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

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

Professional Financial Advisors, LLC is an SEC‑registered investment adviser that provides discretionary portfolio management, financial planning, retirement plan consulting, and recommendations of mutual funds and third‑party advisers. Its client base includes individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts and estates, foundations, corporations, insurance companies, banks or thrift institutions, and state or municipal government clients. The firm typically constructs tailored asset allocation strategies after an initial information gathering process and provides ongoing monitoring and rebalancing of portfolios, using mutual funds, ETFs, fixed income, and variable annuities on platforms such as American Funds and Nationwide Advisory Solutions. PFA employs a mix of fundamental, technical and cyclical analysis and may implement long‑ and short‑term strategies while also recommending third‑party managers or model portfolios when appropriate. Several aspects of PFA are notable relative to similar team firms: it is a sponsor and portfolio manager of a wrap fee program with most accounts placed in that program and executes transactions through Charles Schwab; it is part‑owned (25%) by Dana F. Cole & Company, LLP and affiliated with a railroad retirement consulting firm, Donna’s Office Service, LLC. The firm manages roughly $770 million and serves more than 3,300 clients across seven advisors—resulting in several hundred clients per advisor—which, together with its mix of institutional clients (banks, insurers, and municipal entities), is less common among peers.

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