A complete list of active advisors currently associated with Profit Strategies, Inc.

Warmer can help you find a great advisor at Profit Strategies, Inc. or one who fits your needs even better.

The firm provides investment management and advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates and corporate clients. It charges asset‑based advisory fees and also offers retirement plan consulting and implementation alongside bookkeeping, human‑resources and health‑insurance services for small‑business clients. The firm typically manages client accounts on a discretionary basis, constructing portfolios from mutual funds, ETFs, equities, bonds and cash equivalents and using Envestnet and outside managers for asset allocation when appropriate. It tailors allocations through an initial investor profile, monitors accounts at least quarterly, and for some clients employs an arbitrage approach to capture pricing discrepancies. Compared with peers of similar size, the firm combines investment advice with other financial‑product sales and business services: the principal is licensed to sell insurance and may receive commissions for insurance products, and the firm provides bookkeeping/accounting and HR support—relationships disclosed in the brochure and governed by its code of ethics and supervisory procedures. The firm’s active work with pension and profit‑sharing plans, including participant education and discretionary selection of plan investments, is a less common offering among independent advisers of this scale.

To learn more about the advisors currently working at Profit Strategies, 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.