A complete list of active advisors currently associated with Proficient Wealth Counselors, LLC

Warmer can help you find a great advisor at Proficient Wealth Counselors, LLC or one who fits your needs even better.

Proficient Wealth Counselors, LLC provides discretionary asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored pension or profit-sharing plans. The firm manages client accounts on a percentage-of-assets basis and also offers standalone planning and consulting engagements billed separately. The firm states it emphasizes continuous account supervision with at least quarterly reviews and uses proprietary model portfolios composed largely of exchange-traded funds alongside fundamental sector analysis to align allocations with client objectives and risk tolerances. Investment approaches include long-term purchases and regular rebalancing, with portfolios tailored to individual goals and limited client-directed trading restrictions in most cases. Noteworthy features for a firm of this size include a principal who is a licensed insurance agent and may offer insurance products (representing roughly 5% of his time) and a formally described retirement-plan consulting practice that includes IPS development, investment option evaluation, monitoring, and participant education under ERISA fiduciary standards. The brochure also discloses a recent consent order by the Massachusetts Securities Division relating to a registration lapse for an advisory representative, which resulted in a fine and censure.

To learn more about the advisors currently working at Proficient Wealth Counselors, 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.

Name	Location	Years of experience
Gerald Loftin	Norwood, MA	24

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