Custom portfolios engineered to help you pursue the things in life that are truly important. Our advisors thrive on streamlining the complexity of the financial planning process for the clients they serve, and the fiduciary investment process for the retirement plans, endowments and non-profits with which they consult.
With over 80 years of combined experience, and powered by LPL Financial, the nation's largest independent broker/dealer, * the firm's principals serve their clients through a well developed, comprehensive and holistic financial planning and wealth management process. As an independent wealth management firm, Professional Wealth Advisors is directly accountable to our clients.
With over 80 years of combined experience, and powered by LPL Financial, the nation's largest independent broker/dealer, * the firm's principals serve their clients through a well developed, comprehensive and holistic financial planning and wealth management process. As an independent wealth management firm, Professional Wealth Advisors is directly accountable to our clients.
Services
Our mission is to provide the essential coaching and guidance for our family, friends and clients to accomplish the things in life that are truly important to them. We will provide this guidance with integrity, honesty and, above all else, great personal care. The true benefit to our clients is found in the confidence they have when they pursue their personal, professional and financial goals.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Our collection of calculators is a great starting point if you have a question or concern about your personal finances.
Reviews (1)
Charles Atwell
Jan 24, 2020
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Top notch, professional, and my portfolio keeps growing, what’s not to like? I’ve been with Dave for over 20 years. He is top notch, never stops reading and researching...I very very much appreciate my relationship with Dave! No pressure, just good conversations, and advising.. beats the pants off the big firms, I.e., Edward Jones and others... want to retire comfortably? This is the place to be!! Sooo happy we got connected 20 years ago!
