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

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Professional Financial Solutions, LLC serves primarily individual clients — including those with living or irrevocable trusts — and works with small business owners on retirement plans as well as charitable gifting of client securities. The firm offers financial planning, targeted consulting engagements, and investment management, and reported managing $409,664,540 in client assets as of December 31, 2025 (approximately $387,384,560 on a discretionary basis). The firm typically constructs portfolios using diversified mutual funds and exchange-traded funds and follows a buy-and-hold, passive-minded approach intended to limit active manager risk; it documents client objectives in a client-specific Investment Policy Statement and encourages discretionary authority after an initial relationship period. PFS provides periodic plan updates at no extra cost for investment-management clients, delivers written performance reports at least semiannually, and leaves proxy voting to clients rather than voting on their behalf. Notable operational features that differ from many peers include a stated managed account minimum of $500,000 (subject to reduction or waiver), an explicit practice of excluding certain assets (cash and identified legacy positions) from fee calculations which can increase a client’s effective fee rate, and a policy of not accepting soft dollars while still receiving custodian-sponsored educational benefits and occasional training (including Dimensional Fund Advisors training) that may inform its fund recommendations. The firm also does not charge advisory fees on employer retirement plans or 529 accounts at this time.

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