Advantage Financial Services, Inc.

Advantage Financial Services provides investment advice mainly to individual clients through separately managed accounts and also serves trusts, estates, corporations and self‑directed retirement, pension and profit‑sharing plan accounts. The firm accepts both discretionary and non‑discretionary mandates and allows clients to impose investment restrictions in their management agreements.

Investment decisions are made using a mix of asset allocation, fundamental and technical analysis, with portfolios composed of individual securities, mutual funds and ETFs selected to match each client’s stated objectives and risk tolerance. Managed Advisory Accounts receive ongoing supervision and the adviser is responsible for security selection and trade execution, while other account types are structured for more self‑direction.

Distinctive aspects of the firm include its affiliation with a related accounting and tax practice run by the firm’s principal, who devotes a substantial portion of time to that business and provides accounting/tax services to many advisory clients (clients are not required to use those services). The firm also works with self‑directed pension and profit‑sharing plan accounts and engages external compliance oversight of client billing—features that are less common among single‑advisor independent firms.