A complete list of active advisors currently associated with Propel Financial Advisors, LLC

Warmer can help you find a great advisor at Propel Financial Advisors, LLC or one who fits your needs even better.

Propel Financial Advisors is an independent, employee‑owned advisory firm that serves individuals, small businesses, nonprofit organizations and other institutional clients. The firm provides discretionary portfolio management, retirement‑plan advisory services and financial planning on an hourly or fee basis, and it also advises on held‑away accounts such as 401(k) plans, 529s and variable annuities. Investment solutions are constructed for each client individually rather than from model portfolios, using a mix of fundamental, technical and cycle analysis and a preference for longer‑term holdings while allowing more active repositioning during periods of heightened market volatility. The firm aggregates trades for execution and includes assets accessible via a third‑party order management/aggregation service when calculating total assets under management. What distinguishes the firm from many peers is that several principals maintain outside professional practices — including licensed attorneys and a CPA — and provide tax and legal services through affiliated firms, with at least one principal disclosing a substantial time commitment to tax work. The firm also offers periodic educational seminars/workshops and relies on third‑party providers for proxy voting and held‑away account access (e.g., a proxy advisory firm and an order management/aggregation vendor), features that are relatively uncommon for similar team advisors.

To learn more about the advisors currently working at Propel Financial Advisors, 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.