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

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

Pysnik Financial serves individuals (including high‑net‑worth clients), trusts, estates, and business entities, offering asset management, standalone financial planning and consulting, and coordination with third‑party money managers. Portfolios are constructed from a mix of individual stocks, bonds, ETFs, mutual funds and other securities, while planning engagements may address retirement, tax, estate, charitable and real‑estate matters. The firm primarily manages accounts on a non‑discretionary basis, obtaining client authorization before effecting trades and performing regular portfolio monitoring and rebalancing to align with client objectives. Investment implementation relies on asset‑allocation frameworks and a combination of technical, quantitative and qualitative analysis, and the firm conducts initial and ongoing due diligence when selecting sub‑advisors for client accounts. Pysnik Financial’s regulatory reporting shows approximately $45.2 million in non‑discretionary AUM and no discretionary AUM, a configuration that is uncommon among peer firms and means clients retain direct control over trade execution. The firm also discloses that its representatives are licensed insurance agents who may receive commissions from insurance product sales and that it uses third‑party managers, both of which are addressed through disclosures and the firm’s code of ethics.

To learn more about the advisors currently working at Pysnik 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.