PROFESSIONAL FINANCIAL SOLUTIONS, LLC

Overview

Professional Financial Solutions, LLC is an independent registered investment adviser focused on serving individual and family clients, as well as small-business owners. The firm, organized as a limited liability company and SEC-registered since 2015, offers financial planning and portfolio management services and charges clients via a mix of percentage-of-AUM, hourly, and fixed fees. Its advisory work is predominantly discretionary: nearly all assets under management are run on a discretionary basis, and the firm prefers public funds and mutual funds as the primary building blocks for client portfolios. The firm is not positioned as a multi-state adviser or pension consultant, and it does not identify as an active ESG investor. While Professional Financial Solutions is not a capital allocator in the sense of acting as a fund-of-funds manager, it does use third-party managers to provide alternative exposure, primarily hedge funds, alongside traditional mutual fund investments.

Assets & Accounts

Investments & Alternatives

Location & Offices