A complete list of active advisors currently associated with Proffitt & Goodson Inc.

Warmer can help you find a great advisor at Proffitt & Goodson Inc. or one who fits your needs even better.

Proffitt & Goodson Inc. provides discretionary portfolio management, financial and wealth planning, and pension consulting to individuals, families, trusts, charitable organizations, and retirement plans. The firm also offers automated investing through Schwab’s Institutional Intelligent Portfolios and serves as a sub‑advisor to other advisors. Its investment process blends an evidence‑based framework with fundamental analysis for equity selection, model‑based asset allocation, and a core–satellite implementation using ETFs, mutual funds, and individual securities. Accounts are generally managed on a discretionary basis, with the firm employing automated rebalancing and tax‑loss harvesting on the Schwab platform and using options or other tactics when appropriate for client objectives. Distinctive aspects of the firm include long operating history (in business since 1986), the use of a third‑party Pontera platform to view and rebalance held‑away defined‑contribution accounts with discretion, and its role acting as a sub‑advisor for other advisors. The firm also maintains an internal solicitor/succession arrangement and explicitly treats cash as an asset class in portfolio construction and fee calculations, practices that are less common among peer team firms.

To learn more about the advisors currently working at Proffitt & Goodson 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.