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

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

PVA Financial LLC provides financial planning, investment advisory, and retirement plan services to individuals, high‑net‑worth clients, trusts and charitable organizations, as well as pension and profit‑sharing plans and corporate plan sponsors. The firm also offers business advisory services to organizations and may serve in fiduciary roles for employer retirement plans. The firm employs a goals‑based planning process and custom Investment Policy Statements to set asset allocation and risk tolerance, combining passive index funds with selective active and tactical allocations and individual securities. PVA regularly engages third‑party sub‑advisors — including Charles Schwab Investment Management’s Personalized Indexing (SPI) for tax‑aware optimization, SyntheticFi for options‑based and synthetic financing strategies, and O’Shaughnessy Asset Management for equity long‑short strategies — and may use options, alternative investments, or limited margin/long‑short techniques when appropriate. Compared with many peers, PVA’s client mix and service set are uncommon for a firm of its size, including work for charitable organizations, corporate clients, and pension plans along with formal pension/profit‑sharing plan consulting and retirement plan management. The firm also provides business advisory and business‑broker services and has added alternative investments and sub‑advisor relationships that enable access to option‑driven strategies and tax‑aware portfolio implementations.

To learn more about the advisors currently working at PVA Financial, 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
Naveen Neerukonda	Oak Brook, IL	5

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support