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.

The firm provides asset management, written financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored pension or profit-sharing plans, managing roughly $147 million across its client base. It typically delivers discretionary portfolio management alongside one-off or ongoing consulting engagements, with planning offered on an hourly or flat-fee basis. Investment advice is grounded in fundamental analysis and delivered through proprietary model portfolios largely composed of exchange-traded funds; accounts are reviewed at least quarterly and rebalanced as needed, and the firm states it generally pursues long-term purchase strategies while holding client cash in conservative instruments. The brochure describes individualized portfolio construction, an emphasis on ongoing supervision, and that clients typically authorize fee deduction from custodial accounts. Noteworthy distinctions include an affiliated insurance activity: the firm’s principal is a licensed insurance agent who may offer commissionable insurance products (a conflict the firm discloses and says it manages), and the firm explicitly provides retirement plan consulting services to plan sponsors—assisting with investment policy statements, investment option review, asset allocation models, participant education, and acknowledging ERISA fiduciary responsibilities. The firm also documents its use of an institutional custodian and related third-party tools and support services to execute and administer client accounts.

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.